Report
Stephane Houri ...
  • Wim Gille

ASML : Un contexte toujours aussi porteur pour l’industrie et pour ASML en particulier

>Une accélération des livraisons pour faire face à la demande, qui a paradoxalement des conséquences sur le CA à CT - Hier, ASML a publié des résultats T4 2021 supérieurs aux attentes (marge brute à 54% vs un consensus à 51% et le profit de la vente de Berliner Glass Medical à Jenoptik), mais a guidé sur un T1 2022 anormalement faible (CA de 3,4 Md€ et MB de 49%) réaction initiale. Cette faiblesse du CA au T1 n’a rien à voir avec les conséquences de l’incendie à l’usi...
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
Stephane Houri

Wim Gille

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