ASML : Questions persist (clearly), but no disaster on 2024 pending the acceleration in 2025...
>Granted, questions persist on the achievement of the 2024-2025 scenario, but we are on the side of the optimists. Positive rating maintained - Yesterday, ASML published Q3 2023 results that were a shade above our forecasts, but very low order intake, especially in EUV. The group also has (and announced) its first view on 2024, suggesting a transitional year with a stable level of activity (vs the consensus at +5%) followed by a marked recovery in 2025. Given the cur...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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