Suess Microtec AG

SUESS MicroTec SE Formerly known as Suess MicroTec AG. SUESS MicroTec SE is a Germany-based holding company (the Group) that supplies process equipment for microstructuring in the semiconductor industry. The Group operates through four segments: Lithography, Bonder, Photomask Equipment and Others. The Lithography division develops, produces and sells the mask aligner, developer, and coater product lines, as well as ultraviolet (UV) projection and laser processing product lines. The Bonder division comprises the development, production and distribution of the substrate bonder product line. The Photomask Equipment division includes the development, manufacture and sale of HMx, ASx, MaskTrack and MaskTrack Pro product lines through SUSS MicroTec Photomask Equipment GmbH & Co KG. The Others division combines further activities of the Group in the area of micro-optics and lenses and the centralized Group functions.
  • TickerSMHN
  • ISINDE000A1K0235
  • SectorElectronic & Electrical Equipment
  • CountryGermany
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...

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 : 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 ...

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),...

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

...

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, SUESS MICROTEC AG improves to Slightly Positive

SUESS MICROTEC 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 11.60 and its potential was estimated at EUR 12.49.

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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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