Report
Martin Marandon-Carlhian ...
  • Stephane Houri

STMicroelectronics N.V. : Pas de craintes sur le T3 et une valorisation qui intègre l’hypothèse d’un ‘cataclysme’ en 2023… Est-ce bien raisonnable ?

>Il ne devrait pas y avoir de surprise sur les résultats T3 2022 - STMicroelectronics publiera ses résultats T3 2022 fin octobre (date non encore fixée mais nous l’anticipons pour le 26 ou 27/10). Selon nous, le groupe devrait publier des résultats en ligne avec la guidance et les attentes du consensus. Nous tablons sur un CA T3 2022 de 4 239 M€, en hausse séquentielle de 10.5%, en ligne avec la fourchette de guidance de +10.5% +/- 350 pb et avec le consensus (4 241 ...
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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