Report
Martin Marandon-Carlhian ...
  • Stephane Houri

STMicroelectronics N.V. : Discours réaliste sur la correction dans l’industrie, mais la situation semble être sous contrôle et la valorisation reste particulièrement faible

>Opinion Surperformance réitérée, OC abaissé à 58 € (vs 64 €) sur la base de prévisions plus raisonnables sur 2024 - Suite à la publication des résultats T3 23 supérieurs aux attentes, mais d’une guidance T4 un peu en dessous en raison d’un début de faiblesse d’activité dans l’industrie en Chine, nous réitérons notre opinion Surperformance, mais abaisons notre OC à 58 € vs 64 € ainsi que notre prévision de BPA de 1% sur 2023 pour refléter cette faiblesse dans l’indust...
Underlying
STMicroelectronics NV

STMicroelectronics is a global independent semiconductor company that designs, develops, manufactures and markets a broad range of semiconductor integrated circuits (“ICs”) and discrete devices. Co. offers a diversified product portfolio and develops products for a wide range of market applications, including automotive products, computer peripherals, telecommunications systems, consumer products, industrial automation and control systems. Within its diversified portfolio, Co. is focused on developing products that leverage its technological strengths in creating customized, system-level solutions with digital and mixed-signal content.

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
Martin Marandon-Carlhian

Stephane Houri

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