Oddo BHF - ASML Holding NV (ASML) ASML : Un CMD réussi, des perspectives globalement inchangées, mais avec un mix beaucoup plus exposé IA

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Oddo BHF

Martin Marandon-Carlhian ...

Stephane Houri

ASML : Un CMD réussi, des perspectives globalement inchangées, mais avec un mix beaucoup plus exposé IA

>Opinion Surperformance réitérée après le CMD, OC 950 €, soit un upside de 41% - Hier ASML a tenu son CMD 2024, au cours duquel le groupe a réitéré ses objectifs 2030 (donnés initialement en 2022) d’un CA de 44 à 60 Md€ et d’une marge brute de 56/60%. Cette confirmation, venant moins d’un mois après l’avertissement sur 2025, a été un soulagement (titre à +7%) car les perspectives LT du groupe sont toujours aussi solides. Nous avons trouvé le nouveau management très cl...

15/11/2024 1 FR

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.

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NL0010273215 Euronext Amsterdam Netherlands

Provider

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.

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Analysts

Martin Marandon-Carlhian

Stephane Houri

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ASML : Un CMD réussi, des perspectives globalement inchangées, mais avec un mix beaucoup plus exposé IA

ASML HOLDING NV: MENSAJES DEL INVESTOR DAY 2024 (ANÁLISIS BANCO SABADELL)

ASML : Successful CMD, outlook broadly unchanged, but much more AI-exposed mix

INFORME DIARIO 15 NOVIEMBRE + RDOS. ESPAÑA 3T’24. PREVIEWS (ANÁLISIS BANCO SABADELL)

Diageo : Diageo should continue to outperform US market, which is why we prefer it to Pernod Ricard

Landsec : H1 FY25 results: guidance increased, good underlying performance

Aegon : New SBB, Q3 OCG better, increased OCG target FY24, Q3 sales was less

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