ASML : L'incertitude CT dans la mémoire ne fait pas dérailler l’histoire – Opinion Achat réitérée
>Résultats du T1 2019 supérieurs aux attentes, notamment en raison d'un one-off d'impôt positif - Le CA du T1 2019 est ressorti à 2 229 M€ vs un consensus de 2 117 M€ (ODDO BHF à 2 101 M€, en ligne avec la guidance donnée de 2,1 Md€) du fait de la livraison anticipée d'un système EUV (Extreme Ultra Violet). La marge brute s'est établie à 41,6% vs un consensus de 39,8% et une guidance de 40%, grâce à un meilleur mix. Le BPA ressort à 0,84 € vs un consensus de 0,46 €, ...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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