ASML : Des prises de profits, mais l’histoire structurelle n’a pas dévié d’un pouce...
>Achat maintenu après un T2 ‘faiblard’ et des prises de profits - À la suite de la publication de résultats T2 2020 sous les attentes en raison 1/ de la non comptabilisation des revenus de 2 systèmes EUV qui ont été livrés sans Factory Acceptance Test et 2/ de commandes relativement faibles (1.1 Md€ vs une moyenne de 3.3 Md€ par trimestre sur les 12 derniers mois), nous maintenons notre opinion Achat (Lien vers note réaction initiale). Durant la conférence call, le gr...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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