STMicroelectronics N.V. : Le risque de la publication réside dans la guidance T1 2024, mais le titre a bien sous-performé et la valorisation est très protectrice
>Un risque sur le T1, mais la sous-performance récente, la faible valorisation et la bonne maitrise industrielle nous incitent à rester à Surperformance - Les résultats T4 2023 seront publiés jeudi 25/01 avant l’ouverture (conférence call à 9.30). Le T4 devrait être dans la guidance et assez proche du consensus. Mais nous craignons que compte tenu du newsflow récent, orienté négativement, le risque de la publication réside dans la guidance T1 2024, qui pourrait être p...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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