SOITEC: The stock has performed well so far and we see less chance for a guidance upgrade | NEUTRAL vs. BUY - TOP PICKS | EUR120(+6%)
SOITEC - NEUTRAL vs. BUY - TOP PICKS | EUR120(+6%)The stock has performed well so far and we see less chance for a guidance upgrade
Profitability in line with expectations in H1 2020
The new capex forecast suggests a slowdown in FD-SOI momentum
5G to support RFSOI and POI sales especially in FY21 and FY22
We adopt a Neutral rating
Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
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