STMicroelectronics N.V. : Road show CEO/CFO - Discours rassurant sur le marché et la capacité de STM à protéger ses marges
>A 5x l’EBITDA, le cours intègre beaucoup de mauvaises nouvelles, mais pas la capacité du groupe à protéger ses marges - Nous avons organisé un road show à Paris avec le CEO (Jean Marc Chery), le CFO (Lorenzo Grandi) et l’équipe IR (Celine Berthier et Tait Sorensen). Nous en ressortons avec l’idée que la situation sur le marché est probablement moins grave que ce que la chute du cours laisse transparaître. Certes, le groupe a confirmé une baisse des ventes de mic...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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