STMicroelectronics N.V. : Ton très optimiste durant un roadshow CEO
>Opinion Surperformance confirmée après un roadshow management - Suite à la publication des résultats T4 20 au-dessus des attentes (EN/FR), accompagnés d’une guidance T1 21 très supérieure à la saisonnalité traditionnelle (-9% vs -20%), nous avons organisé une journée de roadshow avec Jean marc Chery, le CEO du groupe (+Lorenzo Grandi et Marco Cassis). Nous notons le ton très optimiste sur le momentum actuel (aussi sur son caractère sain et sans constitution de stocks...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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