STMicroelectronics N.V. : ‘Wake up call’ ? Le consensus est loin du compte sur 2022 et 2023
>Opinion Surperformance maintenue, OC relevé à 47 € (vs 45 €), le consensus ne reflète pas du tout les perspectives du groupe - Suite au T2 21 de ST hier, nous réitérons notre opinion Surperformance et relevons nos prévisions et notre OC à 47 € vs 45 €. Cette publication hier devrait, selon nous, faire office de ‘wake up call’, après une période de sous-performance, qui a accentué l’aspect value d’un titre qui ne se payait plus avant la publication que 10x l’EBITDA 12...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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