Report
Stephane Houri ...
  • Wim Gille

ASML : Fireside Chat très positif avec le CFO d’ASML

>Message très confiant, Opinion Surperformance maintenue - Nous avons organisé hier soir un Fireside Chat avec Roger Dassen, le CFO d’ASML. Le message est très positif : 1/ confirmation du fait que le niveau de la demande est plus fort qu’anticipé, structurel, dans un contexte de pénurie persistante et de mouvement de souveraineté technologique, 2/ cela devrait conduire à une augmentation de ses propres capacités de production et un relèvement de ses objectifs 2025, e...
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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