ASML : C’est dans les périodes de ralentissement que les positionnements supérieurs (comme celui d’ASML) sont bien plus mis en évidence
>Un carnet de commandes, exposé ‘leading edge’ à 85%, qui continue de progresser en valeur et protège le groupe de la macro - Hier, ASML a publié des résultats T3 22 > aux attentes (Lien vers notre réaction initiale). Mais, c’est surtout le niveau des commandes qui a positivement surpris, à 8,9 Md€ après 8,5 Md€ au T2 22, alors que le marché s’attendait à un ralentissement en raison du contexte macro-économique à 6,4 Md€. Ces nouvelles commandes contiennent 3,8 Md€ de...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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