ASML : Incontestablement toujours une histoire de domination technologique structurelle, malgré quelques incertitudes CT – OC relevé à 255 € (vs 215 €)
>La forte progression du cours est logique, compte tenu de la force du cycle d’investissement chez TSMC/Intel, et n’est pas un cas isolé - Nous faisons le point sur ASML qui a progressé de 60% depuis le début de l’année. Le titre est loin d’être un cas exceptionnel parmi les équipementiers pour l’industrie des semi-conducteurs, avec notamment ASMi à +124% YTD, AMAT à +56%, KLA à +75% et LAM à +73%. Le secteur bénéficie actuellement de la poursuite de la course au nœud...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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