Elmos Semiconductor SE : Résilience meilleure qu’attendu, mais la question de l’atterrissage du CA début 2025 toujours en suspens, selon nous
>Baisse des BPA 25/26e de 12/6% avec une année 2025 sans croissance, mais relèvement des prévisions LT – Opinion Neutre, OC de 75 € maintenu - Le titre Elmos est en hausse de 13% depuis la publication de ses résultats T3. Dans un contexte anxiogène (multiples PW dans l’automobile, abaissement des prévisions chez ses comparables), la séquence est ressortie au-dessus des attentes avec des révisions limitées sur 2024 (-0.4% sur le BPA) et des objectifs 2030 solides (6% a...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.
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.
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