ASML : Commandes faibles au T1 (absence encore une fois de TSMC, qui ne restera pas longtemps à l’écart), mais cela ne change rien à l’histoire structurelle
>Des commandes T1 24 faibles, mais cela ne change rien à l’histoire, nous réitérons donc notre opinion Surperformance et maintenons notre OC de 1 100 € - Hier, ASML a publié des résultats T1 24 > aux attentes (BPA >, malgré un CA <), mais a surtout révélé des commandes de 3,6 Md€, nettement inférieures au consensus, du fait de la quasi-absence de TSMC dans le carnet de commande ce trimestre (de nouveau…). Le groupe a toutefois confirmé que 2024 serait une année stabl...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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