ASML : Context still just as buoyant for the industry and ASML in particular
>An acceleration in deliveries to cope with demand, which paradoxically has consequences for sales in the short term - ASML yesterday reported Q4 2021 results that beat forecasts (gross margin at 54% vs the consensus forecast of 51% and the profit from the sale of Berliner Glass Medical to Jenoptik), but guided to an unusually weak Q1 2022 (sales of € 3.4bn and a gross margin of 49%) - First Take. The sales weakness in Q1 has nothing to do with the consequences of the...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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