Comet : L’acteur européen avec le plus de levier sur le supercycle mémoire
Comet bénéficie d’une des plus fortes expositions en Europe à la mémoire (>1/3 du CA), le segment qui devrait croître le plus vite sur 2026/27 (fort déséquilibre offre-demande). A cela se rajoutent l’adoption du système Synertia, des transition tech et un fort levier opérationnel, avec un triplement du BPA sur 2 ans. La valorisation (17x l’EBITDA) n’anticipe pas cette inflexion de trajectoire des bénéfices. Nous initions à Surperformance avec un objectif de cours de 310 CHF.Comet Holding AG is a Switzerland-based manufacturer of systems and components for the non-destructive testing, security applications, and plasma excitation in the fabrication of memory chips, flat screens and solar panels. The Company is organized, along with its subsidiaries, into two segments: the Modules & Components segment develops, manufactures and markets components and modules for industrial x-ray applications, and components and radio frequency (RF) modules for a range of applications in vacuum capacitors and for semiconductor fabrication plants, and the Systems segment is a vendor of systems and services for non-destructive testing, using x-ray technology and computed tomography. The Company operates through its subsidiaries in Switzerland, Germany, Denmark, the United States, China and Japan.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.