STMicroelectronics N.V. : L’avertissement ‘Apple XR’ sur le T4 devrait au final être évité, décote vs IFX proche du maximum
>Nous avions réduit nos prévisions suite aux warnings autour d’Apple - Suite à la série d’avertissement sur les résultats de fournisseurs d’Apple en novembre (Lumentum, Japan display, IQE, Qorvo et ams), nous avions réduit nos prévisions pour STM, principalement sur le T4 18 (lien vers le document). Rappelons que le groupe vise au T4 18 une croissance séquentielle de 5.7% +/-3.5 points (soit entre +2.2% et +9.2%), soit en milieu de fourchette un CA de 2.66 Md$. Nous a...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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