ASML : Après le T3 18, tous les yeux sur le CMD du 8/11
>Opinion Achat réitérée, le CMD permettra de regarder à 2025 - Suite à la publication des résultats T3 18 et d’une guidance T4 18 de nouveau supérieure aux attentes sur la marge brute, nous réitérons notre opinion Achat. Lien vers notre commentaire initialLa thèse d’investissement positive reste intacte: 1/ une histoire de domination technologique unique dans l’industrie avec une PdM de 90% dans la lithographie (100% dans l’EUV – Extreme Ultra Violet), 2/ une cap...ASML Holding provides lithography systems for the semiconductor industry, manufacturing machines that are used in the production of integrated circuits or chips. Co. develops, produces, markets, sells and services advanced semiconductor equipment systems exclusively consisting of lithography systems. Co. sells its products to micro-processor manufacturers and Foundries, NAND-Flash memory and DRAM memory chipmakers. Co.'s products line includes the following: PAS 5000 lithography systems, which Co. no longer manufactures but continues to refurbish; PAS 5500 products; TWINSCAN DUV systems and TWINSCAN EUV systems based on a new platform utilizing the concepts of the TWINSCAN platform.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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