Report
Martin Marandon-Carlhian ...
  • Wim Gille

ASML : Les perspectives de croissance sont intactes

>Opinion Surperformance et OC à 600€ maintenus - Malgré l’abaissement des prévisions 2022, nous retenons un message positif de cette publication, notamment à travers un nombre de commande record (8.5 Md€) et un carnet de commande (33 Md€) offrant une très forte visibilité. Cela protège le groupe en cas de ralentissement du cycle (d'autant plus que la longueur des délais de livraison et le caractère stratégique des systèmes d'ASML, clés dans la course technologique de ...
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
Martin Marandon-Carlhian

Wim Gille

Other Reports on these Companies
Other Reports from Oddo BHF
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian

ResearchPool Subscriptions

Get the most out of your insights

Get in touch