ASML : Trou d’air au S1 2019, mais pas de remise en cause de notre thèse d’investissement structurellement positive
>Opinion Achat réitérée, malgré la faiblesse du S1 2019 - Suite à la publication des résultats T4 2018 et d’une guidance T1 2019 inférieure aux attentes nous réitérons notre opinion Achat. Lien vers notre commentaire d'hier pour les détails. Malgré la faiblesse de l’activité au S1 2019 et tout particulièrement au T1 2019, liée d’une part à l’impact de l’incendie chez le fournisseur Prodrive (300 M€ ce qui était attendu et devrait être rattrapé en grande partie au...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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