ASML : Even ASML is not immune, but the structural growth story is absolutely unchanged
>A series of difficulties, including but not limited to the supply chain, is undermining year-end activity somewhat - Yesterday, even though ASML reported Q3 2021 EPS that was 7% higher than forecast (First Take), the release also highlighted that supply chain procurement difficulties have spared no-one. Besides the supply chain, the group was also penalised by 1/ a slightly more complicated-than-expected launch for its Veldhoven logistics centre (now resolved) and 2...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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