Report
Martin Marandon-Carlhian ...
  • Stephane Houri

STMicroelectronics N.V. : Un roadshow extrêmement rassurant sur le CT et positif sur la vision LT

>Nous réitérons notre opinion Surperformance après un roadshow CEO/CFO, le titre reste extrêmement décoté - Suite à la publication des résultats T4 22 et de guidances T1 23 et 2023 au-dessus des attentes (Fr/ En), nous avons organisé une journée de roadshow à Paris avec Jean Marc Chery, (CEO) et Lorenzo Grandi (CFO). Nous en ressortons totalement rassurés au sujet de l’évolution du mix dans le Personal Electronic dans un grand programme client (en clair pas de perte d...
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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