ASML : Au T1 24, toute l’attention devrait porter sur les commandes
>A l’approche du T1, nous réitérons notre opinion Surperformance, OC 1 100 € - ASML publiera ses résultats T1 24 le 17/04 avant l’ouverture du marché avec une conférence call à 15.00 CET. Sans surprise, nous tablons sur un T1 24 assez faible, en ligne avec les guidances de la société. Mais, nous pensons que l’attention du marché portera sur les commandes T1 24, que nous anticipons supérieures aux attentes. Nous réitérons donc notre opinion Surperformance, notre séquen...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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