Pfeiffer Vacuum Technology AG

Pfeiffer Vacuum provides vacuum technology solutions. Co.'s products are divided into the areas of vacuum generation, vacuum measurement and analysis, installation elements, vacuum chambers and vacuum systems. It includes a range of hybrid and magnetically levitated turbopumps, oil-lubricated and drycompressing low and medium vacuum pumps, leak detectors, mass spectrometers and gauge heads. Co. manufactures vacuum chambers in cubical, cylindrical and bell-shaped designs. Co. also develops and manufactures vacuum systems for customer specific processes, such as testing components for the automotive and electronics industries, testing pressure vessels or packaging in the food industry.
  • TickerPFV
  • ISINDE0006916604
  • SectorIndustrial Engineering
  • CountryGermany
Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 08/04/2020

Energean, a benchmark E&P in the Mediterranean basin, is set to change its status with the start-up of the Karish gas field in Israel, whose production is destined for the dynamic domestic market. Future production is secured through LNG contracts, providing good visibility on future cash flows (post-start-up EBITDAX of $ 900m in 2022 vs $ 36m in 2019). In addition, the acquisition of Edison's assets will enable Energean to increase its production tenfold to around 44.5-51.5 kboe/d. W...

Stephane Houri

Pfeiffer Vacuum AG : Better-than expected Q2 2020 results, but the company does not expect a further improvement in H2 (vs H1)

>Q2 2020 results above expectations and above the company guidance given in June - Revenues were € 148.5m above the guidance range given on 22 June 2020 of € 140-145m (vs € 157m in Q2 2019). It is down 5.6% y-o-y. As a result, H1 sales totalled to € 301.9m, down 3% y-o-y primarily driven by lower sales in the coating, analytics, industry and R&D markets, offset by a strong performance in the semiconductor market. Sales in the semiconductor and coating market combined ...

Stephane Houri

Pfeiffer Vacuum AG : Better-than expected Q2 2020 results, but the company does not expect a further improvement in H2 (vs H1)

>Q2 2020 results above expectations and above the company guidance given in June - Revenues were € 148.5m above the guidance range given on 22 June 2020 of € 140-145m (vs € 157m in Q2 2019). It is down 5.6% y-o-y. As a result, H1 sales totalled to € 301.9m, down 3% y-o-y primarily driven by lower sales in the coating, analytics, industry and R&D markets, offset by a strong performance in the semiconductor market. Sales in the semiconductor and coating market combined ...

Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 04/08/2020

Energean, une E&P de référence sur le bassin méditerranéen, va opérer un changement de statut avec le démarrage du champ gazier israélien Karish, dont la production est destinée au dynamique marché domestique. La production future est sécurisée via des contrats de LT, offrant ainsi une bonne visibilité sur les cash-flows (EBITDAX post démarrage de 900 M$ en 2022 vs 36 M$ en 2019). Par ailleurs, la reprise des actifs d’Edison va permettre à Energean de multiplier par 10 sa production d...

Stephane Houri

Pfeiffer Vacuum AG : Better-than expected Q2 2020 results, but the company does not expect a further improvement in H2 (vs H1)

>Q2 2020 results above expectations and above the company guidance given in June - Revenues were € 148.5m above the guidance range given on 22 June 2020 of € 140-145m (vs € 157m in Q2 2019). It is down 5.6% y-o-y. As a result, H1 sales totalled to € 301.9m, down 3% y-o-y primarily driven by lower sales in the coating, analytics, industry and R&D markets, offset by a strong performance in the semiconductor market. Sales in the semiconductor and coating market combined ...

Stephane Houri

Pfeiffer Vacuum AG : Better-than expected Q2 2020 results, but the company does not expect a further improvement in H2 (vs H1)

>Q2 2020 results above expectations and above the company guidance given in June - Revenues were € 148.5m above the guidance range given on 22 June 2020 of € 140-145m (vs € 157m in Q2 2019). It is down 5.6% y-o-y. As a result, H1 sales totalled to € 301.9m, down 3% y-o-y primarily driven by lower sales in the coating, analytics, industry and R&D markets, offset by a strong performance in the semiconductor market. Sales in the semiconductor and coating market combined ...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

US Dollar Breakdown Bullish For Risk Sentiment Global indexes including the MSCI ACWI and ACWI ex-US are following in the MSCI EM index's footsteps by breaking to new highs. This is bullish and signals a new leg higher is underway. Additionally, the US dollar is showing signs of a breakdown, something we view as a positive for global risk sentiment as long as the decline continues to be orderly. Overall our outlook remains bullish and we suggest buying any dips. · US Dollar (DXY) Breaking Below 96. As we stated after the DXY broke below 98.50, the door remains open for non-US equitie...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Semiconductor midcaps Q2 2020 preview

>Q2 marked by the lockdown and uncertainty surrounding the real impact - In a sector with end-markets as varied as semiconductors, it is hard to establish a clear trend. But it is fairly clear that to varying degrees, the different midcaps in the sector have suffered the impact of the lockdowns, both on demand and the supply chain. We are therefore likely to see sales fall by a greater or less extent depending on exposures. Many companies moreover did not give quarte...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Preview T2 2020 midcap semi-conducteurs

>Un T2 sous le signe du confinement et de l’incertitude sur l’impact réel - Dans un secteur aux débouchés aussi divers que celui des semi-conducteurs, il est difficile d’établir une tendance claire. Mais, il est assez évident qu’à des niveaux plus ou moins forts, les différentes midcaps du secteur ont subi l’impact des confinements, aussi bien sur la demande que sur la supply chain. Nous devrions donc voir des CA baisser dans une plus ou moins grande ampleur en fonct...

Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 08/04/2020

Energean, a benchmark E&P in the Mediterranean basin, is set to change its status with the start-up of the Karish gas field in Israel, whose production is destined for the dynamic domestic market. Future production is secured through LNG contracts, providing good visibility on future cash flows (post-start-up EBITDAX of $ 900m in 2022 vs $ 36m in 2019). In addition, the acquisition of Edison's assets will enable Energean to increase its production tenfold to around 44.5-51.5 kboe/d. W...

Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 04/08/2020

Energean, une E&P de référence sur le bassin méditerranéen, va opérer un changement de statut avec le démarrage du champ gazier israélien Karish, dont la production est destinée au dynamique marché domestique. La production future est sécurisée via des contrats de LT, offrant ainsi une bonne visibilité sur les cash-flows (EBITDAX post démarrage de 900 M$ en 2022 vs 36 M$ en 2019). Par ailleurs, la reprise des actifs d’Edison va permettre à Energean de multiplier par 10 sa production d...

Emmanuel Matot ...
  • Sylvain Goyon, CFA

ODDO BHF Small & MIDCAP MORNING NEWS - 07/20/2020

Discussing a return of inflation may seem irrelevant at a time when there is so much downward pressure on prices (unemployment, raw materials). Inflation swaps are nonetheless picking up. Perhaps this is due to the effects of several long-term trends (ageing of the population, de-globalisation, etc.) combined with base effects on raw materials. While this return is likely to be gradual, it will imply an adjustment of portfolios. Value (banks) and commodities (mining) should benefit, e...

Bruno Cavalier ...
  • Jerôme Bodin
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/20/2020

Discussing a return of inflation may seem irrelevant at a time when there is so much downward pressure on prices (unemployment, raw materials). Inflation swaps are nonetheless picking up. Perhaps this is due to the effects of several long-term trends (ageing of the population, de-globalisation, etc.) combined with base effects on raw materials. While this return is likely to be gradual, it will imply an adjustment of portfolios. Value (banks) and commodities (mining) should benefit, e...

Emmanuel Matot ...
  • Sylvain Goyon, CFA

ODDO BHF Small & MIDCAP MORNING NEWS - 20/07/2020

Parler d’un retour de l’inflation peut sembler hors sujet tant les pressions baissières sur les prix sont nombreuses (chômage, matières premières). Pourtant les swaps d’inflation se redressent. Il faut peut-être y voir les effets de plusieurs tendances de long terme (vieillissement de la population, dé-globalisation,..) conjuguées à des effets de base sur les matières premières. Si ce retour sera probablement graduel, il va impliquer une adaptation des portefeuilles. La value (banques...

PFEIFFER VACUUM TECH. AG reduced its risk exposure resulting in an upgrade to Slightly Positive

PFEIFFER VACUUM TECH. AG (DE), a company active in the Industrial Machinery industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date May 12, 2020, the closing price was EUR 156.40 and its potential was estimated at EUR 167.36.

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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