Report
Stephane Houri

ASML : Opinion positive réitérée, même à ce niveau de cours, au regard de l’histoire structurelle de domination technologique qui se confirme

>Suite à une conference call au ton positif, opinion Achat réitérée - Suite à une conference call organisée avec Marcel Kemp (Head of IR Europe), nous réitérons notre opinion Achat. Le ton nous a semblé particulièrement positif et confiant. Le groupe a réitéré les messages passés à la publication des résultats T1 2020 (il y a un mois) à savoir : 1/ une demande logic/fonderie toujours soutenue ; 2/ un impact limité de la crise du COVID-19 ; 3/ toujours des indices conv...
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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