Report
Stephane Houri

STMicroelectronics N.V. : La hausse significative de Capex illustre l’optimisme pour 2020 et la transformation du groupe – Opinion Achat réitérée, OC relevé à 32 € vs 28 €

>Une réaction très positive suite à la publication du T4 2019 - Hier, STM a publié des résultats T4 2019 clairement supérieurs aux attentes du consensus et a aussi guidé sur un T1 2020 meilleur qu’attendu (Lire notre réaction initiale pour le détail des résultats). Par conséquent, le titre a progressé de 8%, accélérant ses gains après la conférence call, où le management s’est montré très optimiste pour 2020. Au-delà des résultats eux-mêmes, le chiffre qui a retenu ...
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

Other Reports on these Companies
Other Reports from Oddo BHF
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David

ResearchPool Subscriptions

Get the most out of your insights

Get in touch