ASML : Quand des résultats et des commandes supérieures aux attentes passent bien après les tensions géopolitiques…
>Les résultats T2 24 passent au second plan du fait du gros stress sur la Chine - Hier, ASML a publié des résultats T2 24 et des commandes supérieures aux attentes et, malgré une prévision T3 24 inférieure aux attentes, a confirmé sa guidance 2024 (Lien vers notre First Take). Malgré cela, le titre a baissé de plus de 10% en raison de craintes de restrictions supplémentaires imposées par le gouvernement Américain sur l’exportation de technologies vers la Chine. Même 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.
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