STMicroelectronics N.V. : Malgré le coup de semonce d’hier, nous restons positifs, consensus prudent pour 2023 et valorisation très attractive
>Les ‘multiples inquiétudes’ du marché nous semblent exagérées, nous réitérons par conséquent notre opinion Surperformance, 45 € vs 44 € - Suite à la publication hier de résultats T3 2022 supérieurs aux attentes et d’une guidance T4 globalement en ligne avec les attentes, le titre a fortement baissé pour de multiples raisons (liste non exhaustives des craintes entendues hier) : 1/ pas de dépassement des attentes sur la guidance T4, 2/ légère érosion de la marge brute ...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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