Report
Stephane Houri

ASML : Confiance renforcée après le CMD

>Nous réitérons notre opinion Achat après le Capital Market Day 2018, malgré la réaction ‘tiède’… - Suite au Capital Market Day 2018 d’ASML, nous réitérons notre opinion Achat. Les annonces, que nous jugeons très positives, n’ont pourtant provoqué qu’une réaction ‘tiède’. Nous voyons 3 explications : 1/ l’absence de guidance de BPA (alors que ça avait été le cas pour l’objectif de 2020 donné en 2016), le groupe expliquant que cela a été un débat interne, mais qu’il a ...
Underlying
ASML Holding NV

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Stephane Houri

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch