ASML : Une histoire de domination technologique toujours inégalée, qui justifie plus d’upside
>Une performance boursière qui reflète l’amélioration impressionnante des fondamentaux (croissance et marge), mais sans excès - Sur les 10 dernières années, ASML a progressé de 2 958% soit 40% par an vs 25% pour le SOXX et est devenu la 2nde capitalisation européenne (derrière LVMH). Cette performance exceptionnelle n’est que le reflet des performances opérationnelles. Sur la période, le groupe a vu son CA passer de 5,6 Md€ à 18,9 Md€ en 2021e soit un TMVA de 13%, une...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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