Elmos Semiconductor AG

ELMOS Semiconductor is engaged in the development, manufacture and distribution of microelectronic components and system parts (application specific integrated circuits or, in short: ASICs) and technological devices with similar functions.Co. divides its activities into: medical technology, semiconductor, which is engaged in the sale of automotive electronics and supplying semiconductors e.g. for applications in household appliances, photo cameras, installation and building technology, and machine control systems; and micromechanics, which is engaged in the sales of product containing micro-electro-mechanical systems which are for the most part silicon-based high-precision pressure sensors.
  • TickerELG
  • ISINDE0005677108
  • SectorTechnology Hardware & Equipment
  • CountryGermany
Emmanuel Matot ...
  • Stephane Houri

ODDO : Acquisition of Maxim by Analog Devices: Europe won’t be able to stay out of the consolidation movement for much longer

>Acquisition of Maxim by Analog Devices for $ 21bn, at 29x EBITDA 2021e - Analog Devices yesterday offered to acquire Maxim Integrated Products for around $ 21bn, i.e. a premium of 20% to Friday evening’s closing price. The deal values Maxim at 9.7x 2021e sales and 28.7x 2021e EBITDA, which is very high (the SOXX is at 13.3x 2021e EBITDA). The combined entity will weigh in at around $ 68bn in terms of enterprise value, or a little over half of its main competitor Texa...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Acquisition of Maxim by Analog Devices: Europe won’t be able to stay out of the consolidation movement for much longer

>Acquisition of Maxim by Analog Devices for $ 21bn, at 29x EBITDA 2021e - Analog Devices yesterday offered to acquire Maxim Integrated Products for around $ 21bn, i.e. a premium of 20% to Friday evening’s closing price. The deal values Maxim at 9.7x 2021e sales and 28.7x 2021e EBITDA, which is very high (the SOXX is at 13.3x 2021e EBITDA). The combined entity will weigh in at around $ 68bn in terms of enterprise value, or a little over half of its main competitor Texa...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Rachat de Maxim par Analog Devices : l’Europe ne pourra rester longtemps à l’écart du mouvement de consolidation

>Rachat de Maxim par Analog Devices pour 21 Md$, à 29x l’EBITDA 2021e - Hier, Analog Devices a proposé le rachat de Maxim Integrated Products pour environ 21 Md$, soit une prime de 20% sur le cours de clôture de vendredi soir. L’opération valorise Maxim à 9.7x le CA 2021e et 28.7x l’EBITDA 2021e, niveau très élevé (le SOXX est à 13.3x l’EBITDA 2021e). L’entité combinée pèsera environ 68 Md$ en valeur d’entreprise, soit un peu plus de la moitié de son principal concurr...

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

Ageas : Digitalisation post-COVID : quelles conséquences sur nos secteurs et valeurs ?

Cette note transversale du bureau d’étude ODDO BHF a pour but d’identifier les secteurs et valeurs positivement impactés ou en risque face à une accélération de la digitalisation de la société et de l’économie post COVID-19. Nous ressortons avec 16 valeurs attractives et 12 valeurs en risque. - >Digitalisation accélérée, pas de retour en arrière - La crise du COVID-19 va sans aucun doute accélérer l’utilisation du numérique dans la société en général. Le télétravail 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

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With a more favourable environment, ELMOS SEMICONDUCTOR AG improves to Slightly Positive

ELMOS SEMICONDUCTOR 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 4 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 16, 2020, the closing price was EUR 20.95 and its potential was estimated at EUR 24.55.

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