Report
Stephane Houri ...
  • Wim Gille

ASML : Il était difficile de surprendre, mais le caractère structurel est confirmé et les prévisions sont construites sur des hypothèses conservatrices…

>Opinion Surperformance : il était dur de surprendre, mais le profil de croissance structurelle est confirmé sans aucun doute possible - Suite au CMD d’ASML hier, nous réitérons notre opinion Surperformance, maintenons nos prévisions quasi-inchangées et notre OC de 900 €, soit un potentiel de 37%. Il était difficile de surprendre à la hausse compte tenu des attentes. De surcroit, même si elle était bien structurée, il y avait moins à découvrir sur le potentiel de croi...
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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