STMicroelectronics N.V. : Sans contrainte de capacité, le groupe serait déjà à un CA de 15 Md$, l’enjeu est donc sa stratégie de Capex pour dépasser les attentes dès 2022
>Opinion Surperformance confirmée après un point avec le groupe - Nous avons fait un point complet avec STM et nous maintenons notre opinion Surperformance. Nous ressortons confortés sur 1/ la solidité de la trajectoire de croissance sur les marchés que le groupe cible et sur l’absence (pour l’heure) de signaux d’alerte, 2/ sa capacité à gérer l’environnement anomal de pénurie qui va être amené à durer et à préserver ses marges, 3/ sur sa stratégie industrielle pour c...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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