Report
Stephane Houri ...
  • Wim Gille

ASML : Encore une publication et un relèvement de guidance qui mettent en évidence une situation exceptionnelle – OC relevé à 700 €

>Prévisions relevées de 15% et OC à 700 €, Surperformance maintenue - Alors que le parcours du titre (+34% YTD) pouvait laisser présager qu’il serait difficile de surprendre positivement, la publication du T1 2021, le relèvement de la prévision de croissance annuelle à +30% (bien supérieures aux attentes les plus optimistes), les indications pour 2022 dans l’EUV et la solidité de la demande dans le DUV, redonnent de l’élan au titre. Nous relevons nos prévisions de 15%...
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

Wim Gille

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