STMicroelectronics N.V. : Le risque Apple chez STM n’a rien à voir avec d’autres cas précédents
>STM a perdu 13% depuis le 15/02, sous-performant significativement - Depuis le plus haut du 15/02 dernier, STM a perdu ~13% vs un SOXX à -5% et IFX à -2%. Malgré des fondamentaux toujours très dynamiques (niveau de stocks toujours bas, BtB >1), les rumeurs autour des pertes potentielles de contrats avec Apple (le Face ID, puis plus récemment le wireless charging) et la publication du poids de celui-ci dans le rapport annuel (23,9% en 2020 soit 2,4 Md$ vs 17,6% soit ...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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