Report
Stephane Houri

STMicroelectronics N.V. : Une valorisation en absolu et en relatif au secteur qui intègre un scenario beaucoup trop pessimiste

>Opinion Surperformance maintenue, OC relevé à 50 € (vs 48 €) - Suite au T1 22, nous réitérons notre opinion Surperformance et relevons notre OC à 50 € vs 48 €. Dans un marché toujours volatil et complexe pour les valeurs semis, cette publication montre que la demande reste très bien orientée. De surcroît le groupe bénéficie d’opportunités de croissance structurelle spécifiques dans l’automobile, l’industrie et les smartphones et accessoires (opportunités sélectionnée...
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
Stephane Houri

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