ASML : Yes there is less visibility on the real landing for 2025, but it is nothing structural in our view and it offers a nice window of opportunity on ASML
>Following a roadshow, we maintain our Outperform rating, but have lowered our forecasts for 2025-2026 by 8-9% and our target price to € 1,150 (vs € 1,300) - Following a roadshow with Marcel Kemp (Head of IR Europe), we confirm our Outperform rating. The long-term story of structural technological domination in the semiconductor industry looks fully intact. However, the recent less favourable newsflow has impaired visibility on 2025, although the group is maintaining ...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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