ASML : D’une incertitude, la ‘thématique Intel’ devient un upside sur 2021 – L’histoire structurelle est intacte - Opinion Achat réitérée
>Opinion Achat réitérée - À la suite de la publication de résultats T3 2020 clairement au-dessus des attentes et de commentaires positifs pour le T4, nous maintenons notre opinion Achat (réaction initiale). Certes, la guidance 2021 de croissance EUV de ‘seulement 20%, soit un CA de l’ordre de 5,4 Md€, est inférieure aux attentes (le consensus tablait sur 45 à 50 systèmes pour un CA de l’ordre de 6,4 Md€). Elle résulte du report de la transition au 7nm d’Intel, qui a a...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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