ASML : Certes il y a moins de visibilité sur l’atterrissage réel de 2025, mais rien de structurel, selon nous, et donc une bonne fenêtre de tir sur ASML
>Suite à un roadshow, nous réitérons notre opinion Surperformance, mais abaissons nos prévisions 25/26 de 8/9% et notre OC à 1 150 € (vs 1 300 €) - Suite à un roadshow avec Marcel Kemp (Head of IR Europe), nous réitérons notre opinion Surperformance. La trame long terme de domination technologique structurelle dans l’industrie des semi-conducteurs nous semble totalement préservée. Mais, le newsflow récent moins favorable a réduit la visibilité sur 2025, même si le gro...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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