STMicroelectronics N.V. : Un CMD positif, avec un objectif de marges ambitieux, qui devrait être un bon catalyseur pour réduire l’écart de valorisation avec Infineon
>Message positif sur le 2019 et le MT, le groupe devrait rattraper voire dépasser Infineon sur les marges, opinion Acheter réitérée - Hier à Londres, à l’occasion de son CMD, STM a délivré un message très positif tant sur 1/ le court terme (réitération de la guidance 2019 accompagnée de précisions sur la marge brute, les Opex et de la confirmation de l’amélioration des commandes au T2 vs T1), 2/ sur son positionnement produit/marché, son organisation industrielle et s...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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