ASML : Bonne visibilité à CT et à LT, un tout petit peu moins sur 2021…
>Opinion Achat maintenue après un ‘point de rentrée’ - Nous avons fait un ‘point de rentrée’ avec ASML et confirmons notre opinion Achat. Certes plusieurs éléments (l’échec d’Intel au 7nm, durcissement du ban américain contre Huawei, tentative de blocage américaine récent sur SMIC) ont troublé la visibilité sur le segment des équipementiers en général. Cependant, au-delà des perturbations qui pourraient aboutir à des mouvements de PdM parmi les clients d’ASML et donc ...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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