ASML : Feedback de CMD : une visibilité inégalée dans le secteur
>Opinion Surperformance réitérée après un très bon CMD - À la suite d’un CMD au ton très optimiste, nous réitérons notre opinion Surperformance sur ASML. Nous maintenons l’OC de 700 € (plus haut potentiel de notre couverture à +27%), que nous avions déjà relevé vendredi matin en anticipation. Nous relevons notre BPA 2025e de 16% compte tenu des nouveaux objectifs 2025, dont les hypothèses sous-jacentes ont par ailleurs été décrites comme ‘conservatrices’. Ce CMD nous ...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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