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

Elmos Semiconductor AG : Q3 is indeed the low point

>Buy rating maintained after a virtual road show - We organised a virtual roadshow with Elmos (CFO Dr Arne Schneider and head of IR Janina Rosenbaum). Following this event, we confirm our new Buy rating with a target price of € 25. Note that yesterday we upgraded our ratings on semiconductor stocks exposed to automotive following the positive comments from the CEO of STMicroelectronics on a “V-shaped” recovery and the 2021 outlook for the automotive sector. Whereas mo...

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

Elmos Semiconductor AG : Le T3 est bien le point bas

>Opinion Achat maintenue après une journée de RS virtuel - Nous avons organisé un roadshow virtuel avec Elmos (CFO Dr Arne Schneider et Head of IR Janina Rosenbaum). Suite à cet évènement, nous confirmons notre nouvelle opinion Achat, avec un OC de 25 €. Rappelons que nous avons relevé hier les opinions des valeurs semi-conducteurs exposées à l’automobile, suite aux commentaires positifs du CEO de STMicroelectronics sur le profil de la ‘reprise en V’ et les perspectiv...

Amira Manai ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Hana Souissi
  • Jeremy Garnier
  • Maissa Keskes
  • Martin Marandon-Carlhian
  • Nada Afli
  • Nadine El Ouni
  • Nicolas David
  • Nicolas Thorez
  • Nour El Houda Hammami
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA
  • Salma Bouraoui
  • Slim Bouasker
  • Stephane Houri
  • Thomas Renaud

ODDO BHF Small & MIDCAP MORNING NEWS - 11/09/2020

...

Alain William ...
  • Amira Manai
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Hana Souissi
  • Hana Jomni
  • Jeremy Garnier
  • Jerôme Bodin
  • Maissa Keskes
  • Martial Descoutures
  • Nicolas Thorez
  • Oussema Denguir
  • Sebastien Malafosse
  • Stephane Houri
  • Thomas Renaud

ODDO BHF Small & MIDCAP MORNING NEWS - 09/10/2020

...

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Ayachi
  • Hana Jomni
  • Jean Danjou
  • Maissa Keskes
  • Martin Marandon-Carlhian
  • Olfa Taamallah
  • Oussema Ettaieb
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Slim Bouasker
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/10/2020

...

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

Elmos Semiconductor AG : Q3 is indeed the low point

>Buy rating maintained after a virtual road show - We organised a virtual roadshow with Elmos (CFO Dr Arne Schneider and head of IR Janina Rosenbaum). Following this event, we confirm our new Buy rating with a target price of € 25. Note that yesterday we upgraded our ratings on semiconductor stocks exposed to automotive following the positive comments from the CEO of STMicroelectronics on a “V-shaped” recovery and the 2021 outlook for the automotive sector. Whereas mo...

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

Elmos Semiconductor AG : Le T3 est bien le point bas

>Opinion Achat maintenue après une journée de RS virtuel - Nous avons organisé un roadshow virtuel avec Elmos (CFO Dr Arne Schneider et Head of IR Janina Rosenbaum). Suite à cet évènement, nous confirmons notre nouvelle opinion Achat, avec un OC de 25 €. Rappelons que nous avons relevé hier les opinions des valeurs semi-conducteurs exposées à l’automobile, suite aux commentaires positifs du CEO de STMicroelectronics sur le profil de la ‘reprise en V’ et les perspectiv...

Alain William ...
  • Amira Manai
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Hana Souissi
  • Hana Jomni
  • Jeremy Garnier
  • Jerôme Bodin
  • Maissa Keskes
  • Martial Descoutures
  • Nicolas Thorez
  • Oussema Denguir
  • Sebastien Malafosse
  • Stephane Houri
  • Thomas Renaud

ODDO BHF Small & MIDCAP MORNING NEWS - 09/10/2020

...

Alain William ...
  • Amira Manai
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Hana Souissi
  • Hana Jomni
  • Jeremy Garnier
  • Jerôme Bodin
  • Maissa Keskes
  • Martial Descoutures
  • Nicolas Thorez
  • Oussema Denguir
  • Sebastien Malafosse
  • Stephane Houri
  • Thomas Renaud

ODDO BHF Small & MIDCAP MORNING NEWS - 10/09/2020

...

Emmanuel Matot ...
  • Maissa Keskes
  • Stephane Houri

ODDO : Automotive semiconductors: the climate is improving, and it is time to take a positive stance again on the stocks exposed

>Judging by STM, the automotive semis segment is improving faster than expected and the 2021 outlook is good - Yesterday, in a conference held by a rival broker, Jean Marc Chery (STM CEO) said that Q3 2020 revenues would be above the middle of the guidance range. One of the main reasons for this good news is a sharper-than-expected recovery in the automotive semiconductor segment. The group estimates that vehicle production volumes will exceed 70 million in 2020 (vs a...

Amira Manai ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Hana Souissi
  • Jeremy Garnier
  • Maissa Keskes
  • Martin Marandon-Carlhian
  • Nada Afli
  • Nadine El Ouni
  • Nicolas David
  • Nicolas Thorez
  • Nour El Houda Hammami
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA
  • Salma Bouraoui
  • Slim Bouasker
  • Stephane Houri
  • Thomas Renaud

ODDO BHF Small & MIDCAP MORNING NEWS - 11/09/2020

...

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Ayachi
  • Hana Jomni
  • Jean Danjou
  • Maissa Keskes
  • Martin Marandon-Carlhian
  • Olfa Taamallah
  • Oussema Ettaieb
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Slim Bouasker
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/10/2020

...

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Ayachi
  • Hana Jomni
  • Jean Danjou
  • Maissa Keskes
  • Martin Marandon-Carlhian
  • Olfa Taamallah
  • Oussema Ettaieb
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Slim Bouasker
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 10/09/2020

...

Emmanuel Matot ...
  • Tony Lebon

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/04/2020

Discussions are underway to devise a methodology that factors in CO2 emissions avoided thanks to insulation products in a possible scope 4. Saint-Gobain harbours greater avoided emissions potential than its rivals, which we value at € 8 per share. In the shorter term, the group is likely to announce an exceptional dividend (Q3), appoint Benoit Bazin as CEO (H1 2021) and revive its underperforming asset divestment programme (2021). (See report published yesterday) - ...

Emmanuel Matot ...
  • Tony Lebon

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/09/2020

Des discussions seraient en cours pour définir une méthodologie intégrant les émissions de CO2 évitées par les produits isolants dans un possible scope 4. Saint-Gobain dispose d’un potentiel supérieur à celui de ses concurrents. Nous l’évaluons à 8 € par action. A plus court terme, le groupe devrait annoncer un dividende exceptionnel (T3), nommer Benoit Bazin au poste de CEO (S1 2021) et relancer son programme de cessions d’actifs sous-performants (2021). (Cf étude publiée hier) - ...

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.

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 we...

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