ASML : Feedback de roadshow CFO/HIR -Opinion Achat réitérée
>Opinion Achat réitérée, suite à une journée de roadshow - Suite à une journée de roadshow virtuel auprès des investisseurs français avec Roger Dassen (CFO) et Marcel Kemp (Head of IR), nous réitérons notre opinion Achat. Le ton était positif et le groupe a abordé avec beaucoup de transparence les différents sujets auxquels il fait face : 1/ l’impact sur les perspectives et l’activité d’ASML des difficultés d’Intel sur sa transition vers le 7nm, 2/ la guerre commercia...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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