Accueil > Actualité
Actualite financiere : Actualite bourse

STMicro: Oddo says has its own growth levers

(CercleFinance.com) - October 2019's global semiconductor sales were released last night by the World Semiconductor Trade Statistics (WSTS).


In smoothed data (3-month moving average), they reached 36.6 billion dollars, above Oddo's forecast of 35 billion dollars.

Oddo confirms its preference for ASML, a story of structural dominance (with a 90% market share in lithography, 100% in EUV).

The broker also prefers STM over IFX, both of which groups are not exposed to memory. However, STM has proven its ability to protect margins and has its own growth levers (Apple, Tesla and others), Oddo adds.


Copyright (c) 2019 CercleFinance.com. All rights reserved.
The information and analyses distributed by Cercle Finance are only intended as decision-making support for investors. Cercle Finance's responsibility may not be entailed, either directly or indirectly following the use of such information and analyses by readers. Any non-professional investor is recommended to consult a professional advisor before making any investment decision. This indicative information in no way constitutes any invitation to sell or buy securities.
 

societes

marches

tendances

 
Qui sommes-nous ? | Nous contacter | FAQ | Mentions légales | RSS | © Copyright 2007 Cercle Finance. Tous droits réservés.
Indices et cours différés d’au moins 15 mn | Cotations boursières fournies par ABC Bourse.