MELE Melexis NV

Melexis verwacht omzet Q1 2020 rond de bovengrens van de verwachting, trekt vooruitzichten voor het volledige jaar in en verlaagt dividend

Melexis verwacht omzet Q1 2020 rond de bovengrens van de verwachting, trekt vooruitzichten voor het volledige jaar in en verlaagt dividend

Gereglementeerde informatie 

Tussentijdse verklaring, opgesteld door de Raad van Bestuur

Ieper, België - 1 april 2020, 18.00 uur CET



Geachte,

hieronder vindt u de link naar ons meest recente persbericht:

Bijlage

EN
01/04/2020

Underlying

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Reports on Melexis NV

Marc Hesselink ... (+3)
  • Marc Hesselink
  • CFA
  • Thymen Rundberg

Melexis/Too early for a recovery/HOLD

Melexis will report its 1Q25 results on Wednesday, 30 April. We expect an ongoing downcycle given the weakness in the Automotive sector. This is further exacerbated by tariff uncertainty making inventory building very unlikely. We have significantly lowered our 2025-27 estimates. We reiterate our HOLD rating but lower our target price to €55 per share (from €62).

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ackermans & van Haaren: Another Delen Private Bank acquisition in the Netherlands. Ahold Delhaize: Peer Albertsons FY24/25 results. ASML: 1Q25 results; already weaker ahead of the tariffs. Barco: Calm before the storm. Heineken: In the hold. Melexis: Partial move to China. Staffing sector: Hays' 3Q24/25 trading update; in line. Vopak: New industrial terminal or energy transition facility? WDP: €60m investment with KDL

Guy Sips ... (+6)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Thibault Leneeuw
  • Wim Hoste
  • Wim Lewi
Guy Sips
  • Guy Sips

Melexis FIRST LOOK : China strategy now enters a new phase

Melexis announced the next step in its China strategy – a move designed to further strengthen its commitment to the rapidly growing and innovative Chinese market: expanding on its existing operations by establishing a locally embedded logistics hub and end-to-end local manufacturing in China. Melexis indicated that the strategy represents a significant enhancement that reinforces their customer-first philosophy. With this announcement, Melexis continues and even expands its strategic roadmap in ...

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