Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASML : Un bon coup de booster à la crédibilité du scenario 2025

>Un scénario 2025 renforcé, nous réitérons notre opinion Surperformance et relevons notre OC à 900 € (vs 800 €) - Hier, ASML a publié des résultats T4 2023 supérieurs aux attentes, mais a surtout révélé des commandes de 9,2 Md€, largement supérieures au consensus, notamment grâce à l’EUV (High et Low NA) et un fort rebond de la mémoire. Le groupe a confirmé que 2024 serait une année stable, mais surtout que 2025 serait une année de fort rebond, devant lui permettre d...
Underlying
ASML Holding NV

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Martin Marandon-Carlhian

Stephane Houri

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