ASML : Feedback de roadshow – Thèse d’investissement positive réitérée
>Opinion Achat réitérée, suite à une journée de roadshow - Suite à une journée de roadshow à Paris avec Marcel Kemp (Head of IR), nous réitérons notre opinion Achat. Nous en ressortons confortés sur le positionnement et le momentum commercial du groupe, notamment dans l’EUV dont le seul sujet est que sa supply chain suive. Cette spécificité unique à elle seule (avec le programme de rachat d’actions de 6 Md€ sur 3 ans…) a permis de compenser l’impact négatif de l’indic...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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