ASML : Structural growth story remains difficult to equal (still)
>The message on structural growth wins out, despite the gross margin - ASML yesterday reported better-than-expected Q1 2022 results (initial reaction). But the group’s Q2 2022 guidance fell short of expectations, as it lowered its 2022 gross margin forecast by 1 point to 52% due to rising costs (wages, components, services, freight). Despite this, the stock gained +5% on the prospect of: 1/ very resilient demand (despite the global macroeconomic slowdown), 2/ the nee...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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