STMicroelectronics N.V. : Un véritable potentiel de relèvement des prévisions sur la marge brute d’ici 2025, avec une valorisation toujours lourdement décotée
>Opinion Surperformance réitérée, si le groupe prouve sa capacité à continuer de faire progresser sa marge brute, le potentiel de relèvement est significatif - Hier, alors que les résultats T2 23 et les guidances de STM étaient assez proches des attentes, le parcours intraday du titre (de -4% à +5%), montre qu’il y a encore, selon nous, trop de scepticisme sur la durabilité du changement de profil du groupe, alors que les performances opérationnelles se sont significa...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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