ASML : Un trimestre de rattrapage
>Le consensus n’a pas pris le management d’ASML au mot sur sa ‘soft guidance’ et donc une surprise positive n’est pas impossible - Fin mars, ASML avait averti sur le T1 20, en raison de difficultés dans la supply chain (impact de 750 M€ sur le CA) et indiqué que le CA serait rattrapé sur T2 et T3 Le groupe avait ensuite publié des chiffres T1 en ligne (Lien vers le Flash) et indiqué, sans donner de guidance officielle (fait rare), que le T2 serait ‘environ 50% au-dess...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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