ASML : Une grosse maladresse, des commandes décevantes et une révision en baisse sur 2025, mais un impact finalement relativement contenu…
>Une mauvaise surprise, mais un impact plus contenu que craint, prévisions 25/26 abaissées de 10% et notre OC à 950 €, nous restons à Surperformance - Hier, ASML a publié par erreur son communiqué de résultat T3 24 en pleine séance. Il contenait de bons résultats pour le T3 et une guidance T4 satisfaisante, mais aussi des commandes très décevantes (même par rapport à notre prévision qui était pourtant inférieure au consensus) et une révision en baisse de la guidance 2...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.