STMicroelectronics N.V. : Non, ce n’est absolument pas un changement d’histoire…
>Nous réitérons notre opinion Surperformance, relevons notre BPA 23 de 4%, ainsi que notre OC de 58 € à 60 €, titre encore plus sous-évalué qu’avant la publication - Hier le titre STM a été très nettement chahuté, malgré de très bons résultats, notamment sur les perspectives d’évolution de la MB (marge brute) au S2. Celle-ci va certes baisser par rapport au niveau exceptionnellement élevé du S1, mais nous trouvons la réaction du marché très exagérée dans la mesure où ...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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