Report
Stephane Houri

ASML : Il faut acheter dès maintenant pour jouer le CMD du 8/11

>Des propos rassurants durant notre road show - A l’occasion d’un RS à Munich, le groupe a tenu des propos rassurants. La société ne nie pas les changements dans les plannings de livraison en positif ou en négatif, mais en net globalement rien ne change. Au global, le groupe réitère sa guidance T3 18 d’un CA compris entre 2.7 et 2.8 Md€ et une MB de 47/48% Sans donner de guidance 2018, le groupe décrit toujours un S2 plus fort que le S1, avec un T4 au-dessus du T3. Ai...
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

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