ASML : Preview T3 24 : Le buy side est bien plus prudent que le sell side, peut être même un peu trop sur 2025
>Opinion Surperformance et OC de 1 150 € réitérés, le titre est faiblement valorisé après la contre-performance de l’été - ASML publiera ses résultats T3 24 le 16/10 avant l’ouverture. Au-delà des résultats que nous attendons plus ou moins sans surprises, les points clés de la publication seront 1/ le niveau des commandes et 2/ les premières indications sur 2025 (qui seront précisées au CMD du 14/11). Sur ces 2 points, nous constatons que le ‘consensus buy side’ est s...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.