Report
Maissa Keskes ...
  • Martin Marandon-Carlhian
  • Stephane Houri

ASML : Un peu plus de confiance sur 2020, croissance à 2 chiffres probable sur 2021 (malgré les incertitudes)

>Prévisions 2020 à +5%, 2021 inchangé, Achat maintenu, OC 390 € vs 380€ - Nous avons fait un nouveau point avec ASML, avant le début de la ‘quiet period’ et confirmons notre opinion Achat. Nous relevons notre prévision de BPA de 5% pour 2020, mais laissons inchangé 2021. Notre OC passe de 380 € à 390 €. Le titre a gagné 10 € depuis notre dernier point début septembre (Flash du 8 septembre) et est en hausse de 19% YTD mais toujours en baisse de 10% par rapport aux plu...
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
Maissa Keskes

Martin Marandon-Carlhian

Stephane Houri

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