STMicroelectronics N.V. : Une nouvelle révision de la guidance 2024 est très probable, mais semble déjà intégrée par le marché
>Un nouveau warning est probable, BPA abaissé de ~5%, OC à 46 € (vs 48 €), mais opinion Surperformance réitérée - STM publiera ses résultats T2 24 le 25/07. Malgré un contexte de faible demande prolongée dans l’automobile et encore plus dans l’industrie (où la correction d’inventaire se prolonge), le T2 24 devrait ressortir dans la guidance et assez proche des attentes du consensus. Le véritable enjeu de cette publication sera la guidance 2024, qui devrait être de nou...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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