ASML : L’upside escompté sur 2021 s’est matérialisé, mais le réservoir est loin d’être épuisé à CT et LT – Achat, OC relevé à 510 € (vs 480 €)
>C’était compliqué, mais encore une surprise positive. Achat réitérée - Alors que le parcours récent du titre (+46% depuis le point bas d’octobre) suggérait qu’il serait difficile de prolonger la dynamique, cette publication T4 20 (Réaction initiale) a surpris 1/ sur la dynamique commerciale, soutenue aussi bien par les investissements des grands fondeurs (TSMC et Samsung), que par ceux des fabricants de mémoires. L’EUV ainsi que les services continuent de progresser ...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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