Report
Stephane Houri

STMicroelectronics N.V. : Normalisation = résultats et guidance supérieurs aux attentes, mais plusieurs inconnues subsistent sur T4

>Des résultats T2 clairement > aux attentes grâce aux MCU et aux discrets - Le CA T2 est ressorti à 2 087 M$ vs un consensus de1 996 M$, soit -6.5% qoq, 380 pb mieux que la guidance de la société (-10,3 % +/- 350 pb). La MB s’est établie à 35%, incluant 310 pb de charges d'insaturation, vs un consensus de 34.5% et une guidance de 34.6% +/- 200 pb. L'EBIT s’est élevé à 106 M€, soit une MOP de 5%, vs consensus de 57.1 M$ et 2.9%. Le BPA de 0.10 $ est supérieur au consen...
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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