ASML : Des questions subsistent (évidemment), mais pas de désastre sur 2024, en attendant l’accélération en 2025…
>Oui il reste des questions sur la réalisation du scénario 2024/25, mais nous sommes dans le camp des optimistes, opinion positive maintenue - Hier, ASML a publié des résultats T3 23 légèrement supérieurs aux attentes, mais de très faibles commandes, surtout dans l’EUV. Le groupe a aussi (et surtout donné) une première vision de 2024, suggérant une année de transition un niveau d’activité stable (vs un consensus à +5%) et une forte reprise en 2025. Compte tenu du con...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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