STMicroelectronics N.V. : Feedback de roadshow CEO : un Capex qui accompagne l’accélération de la croissance structurelle des marchés automobiles et industriels
>Opinion Surperformance réitérée, OC 60 € - Suite à la publication des résultats T4 2021 et de guidances 2022 au-dessus des attentes (Fr/En), avec une forte augmentation programmée des Capex, nous avons organisé une journée de roadshow avec Jean Marc Chery, le CEO du groupe (+Lorenzo Grandi, Marco Cassis et l’équipe IR). Nous notons le ton très confiant sur le momentum actuel, mais aussi sur le changement profond du profil de croissance des marchés que le groupe sert,...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.
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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