Report
Martin Marandon-Carlhian ...
  • Stephane Houri

STMicroelectronics N.V. : Feedback de roadshow CEO/CFO à Paris

>Nous ajustons 2024/25 de -6% et notre OC à 55 € (vs 58 €), mais réitérons notre opinion Surperformance - Nous avons organisé un roadshow à Paris avec STM à la suite des résultats du T3 23. Le groupe était représenté par Jean Marc Chery (CEO), Lorenzo Grandi (CFO) et l’équipe IR (Celine Berthier et Cedric Pugni). Le management semble déterminé à atteindre sa vision stratégique d’un groupe d’au moins 20 Md$ de CA, avec une MB de 50% et une MOP de 30%. Mais, il nous est...
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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