Report
Stephane Houri

STMicroelectronics N.V. : Une publication qui remet les pendules à l’heure - Surperformance, OC relevé à 45 €

>Opinion Surperformance et liste de valeurs recommandées confirmée - Alors que nous avions été surpris par la conclusion du CMD de décembre dernier, avec le report de l’objectif de CA de 12 Md$ à 2023 vs 2022, la publication du T4 20, avec une très bonne guidance T1 21, fait plus que remettre les pendules à l’heure. Il nous semble aujourd’hui très crédible que le groupe atteigne finalement cet objectif dès 2021. Sur cette base-là, malgré des hausses d’Opex, nous relev...
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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