Report
Maissa Keskes ...
  • Martin Marandon-Carlhian
  • Stephane Houri

STMicroelectronics N.V. : Une reprise plus rapide que prévu, qui permet d’absorber le choc Huawei sans trop de difficultés – Achat vs Neutre

>Nous passons à l’Achat pour jouer une reprise plus forte qu’attendu - Jean Marc Chery, le CEO de STM, a participé à la conférence d’un concurrent (webcast en accès libre) et a tenu des propos positifs 1/ non seulement sur le déroulement du T3 2020 ‘au-dessus du milieu de la fourchette’, 2/ mais aussi sur la dynamique de plusieurs des divisions du groupe pour la fin d’année ainsi que pour 2021 et 3/ sur la capacité du groupe à atteindre son objectif de CA de 12 Md$ (l...
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
Maissa Keskes

Martin Marandon-Carlhian

Stephane Houri

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