Aixtron is a provider of deposition equipment to the semiconductor industry. Co.'s technology solutions are used by customers to build components for electronic and opto-electronic applications based on compound, silicon, or organic semiconductor materials. The components are used in displays, signaling, lighting, fiber optic communication systems, wireless and mobile telephony applications, optical and electronic storage devices, computing, as well and other technologies. Co. supplies to customers both full production-scale chemical vapor deposition systems and small scale systems for research and development use.
  • TickerAIXA
  • ISINDE000A0WMPJ6
  • SectorTechnology Hardware & Equipment
  • CountryGermany
Aurelien Sivignon ...
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Jerôme Bodin
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 07/06/2020

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Aurelien Sivignon ...
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Jerôme Bodin
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 06/07/2020

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Alfred Glaser ...
  • Bruno Cavalier
  • Delphine Brault
  • Emmanuel Matot
  • Jean Sassus
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/07/2020

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Alfred Glaser ...
  • Bruno Cavalier
  • Delphine Brault
  • Emmanuel Matot
  • Jean Sassus
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/06/2020

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Emmanuel Matot ...
  • Stephane Houri

ODDO : Worldwide semiconductor sales in May: once again saved by the acceleration in memory

>Worldwide semiconductor sales in May 2020 once again beat forecasts, with just a very slight deceleration vs April - Worldwide semiconductor sales for May 2020 were published at the weekend by WSTS (World Semiconductor Trade Statistics), with a month’s lag, as usual. On a three-month moving average, they came to $ 35bn, beating our $ 34.2bn forecast. This marks a very slight deceleration, with y-o-y growth of 5.8%, after +6.1% in April and +6.9% in March. Volumes wer...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Developed Markets Leadership Chart Book

Europe in focus The U.S. dollar continues to grind marginally higher, and EM equities have suffered as a result. Meanwhile, RS for the MSCI EAFE index is bottoming when compared to the MSCI EM index, largely due to outperformance in Europe. With developed int'l markets beginning to outperform emerging markets, we recommend adding exposure to the developed int'l space. Below we highlight attractive and actionable themes within developed int'l: • Europe & Japan: Though this is an all-encompassing bottoms-up chart book for developed ex-U.S., make no mistake, the vast majority of today's buy rec...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Worldwide semiconductor sales in May: once again saved by the acceleration in memory

>Worldwide semiconductor sales in May 2020 once again beat forecasts, with just a very slight deceleration vs April - Worldwide semiconductor sales for May 2020 were published at the weekend by WSTS (World Semiconductor Trade Statistics), with a month’s lag, as usual. On a three-month moving average, they came to $ 35bn, beating our $ 34.2bn forecast. This marks a very slight deceleration, with y-o-y growth of 5.8%, after +6.1% in April and +6.9% in March. Volumes wer...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Ventes mondiales de semi-conducteurs de mai : de nouveau sauvé par l’accélération de la mémoire

>Ventes mondiales de mai 2020 de nouveau supérieures aux attentes, seulement une très faible décélération par rapport à avril - Les ventes mondiales de semi-conducteurs de mai 2020 ont été publiées ce week-end par la WSTS (World Semiconductor Trade Statistics), comme d’habitude avec un mois de décalage. En données lissées (MM3 – Moyennes Mobiles 3 mois), elles ressortent à 35 Md$, supérieures à notre prévision de 34.2 Md$. Il s’agit d’une très légère décélération, ave...

Stephane Houri

Accor : Digitisation post-COVID: what consequences for our sectors and stocks?

This cross-sector report from ODDO BHF equity research aims to identify the sectors and stocks positively affected by or at risk from an acceleration in the digitisation of society and the economy post COVID-19. We arrive at a list of 16 attractive stocks and 12 stocks that we see as being at risk. - >Accelerated digitisation, no turning back - The COVID-19 crisis will without a doubt accelerate use of digital in society in general. The effectiveness of teleworking has...

Emmanuel Matot ...
  • Stephane Houri

ODDO : April rescued by memory segment and ‘work from home’, while the rest of the market is beginning to decelerate

>Worldwide sales in April 2020 beat expectations, with a slight deceleration on March - Worldwide semiconductor sales for April 2020 were published at the weekend by WSTS (World Semiconductor Trade Statistics), with a month’s lag, as usual. On a three-month moving average, they came to $ 34.4bn, beating our $ 32.7bn forecast. This marks a very slight deceleration, with y-o-y growth of +6.1%, after +6.9% in March. Overall volumes were down by -1.3% (vs -2.1% in March),...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Un mois d’avril sauvé par la mémoire et le ‘work from home’, pendant que le reste du marché commence à décélérer

>Ventes mondiales d’avril 2020 supérieures aux attentes, une très faible décélération par rapport à mars - Les ventes mondiales de semi-conducteurs d’avril 2020 ont été publiées ce week-end par la WSTS (World Semiconductor Trade Statistics), comme d’habitude avec un mois de décalage. En données lissées (MM3 – Moyennes Mobiles 3 mois), elles ressortent à 34,4 Md$, supérieures à notre prévision de 32,7 Md$. Il s’agit d’une très légère décélération, avec une croissance a...

Aurelien Sivignon ...
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Jerôme Bodin
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 07/06/2020

...

Aurelien Sivignon ...
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Jerôme Bodin
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 06/07/2020

...

Alfred Glaser ...
  • Bruno Cavalier
  • Delphine Brault
  • Emmanuel Matot
  • Jean Sassus
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/07/2020

...

Alfred Glaser ...
  • Bruno Cavalier
  • Delphine Brault
  • Emmanuel Matot
  • Jean Sassus
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/06/2020

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Emmanuel Matot ...
  • Fatma Ayachi
  • Jean-François Granjon
  • Samantha Jeary
  • Stephane Houri
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 06/02/2020

Mauna Kea is a medtech focused on in vivo microscopic imaging. The group aims to revolutionise diagnosis via its Cellvizio® system. Indeed, Cellvizio® presents a unique value proposition by facilitating the real-time observation of tissues at a microscopic scale and helping physicians to accurately target biopsies. The current share price, which reflects the temporary negative impact of COVID-19 on the company's business, presents an attractive entry point to play the extension of the...

With a more favourable environment, AIXTRON AG improves to Slightly Positive

AIXTRON AG (DE), a company active in the Semiconductors industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date June 30, 2020, the closing price was EUR 10.65 and its potential was estimated at EUR 12.12.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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