Report
Stephane Houri

ASML : Nous avions peut-être ‘tapé’ trop fort – Prévisions et OC relevés – ASML reste notre top pick dans le secteur

>Achat maintenu après la publication du T1 2020, retrait des guidances, mais discours sous-jacent toujours très positif - À la suite de la publication des résultats T1 2020, en ligne avec la guidance updatée le 30/03 dernier, et malgré une suspension des guidances, nous maintenons notre opinion Achat (Lire notre réaction initiale). Le groupe se veut ‘conservateur’ en cas de problème imprévu dans la supply-chain ou de restrictions supplémentaires liées à la situation d...
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

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