Report
Maissa Keskes ...
  • Stephane Houri

Aixtron SE : Apart from the effect of the announcement on Apeva, yesterday’s share price fall is completely unjustified – Estimates and TP increased by 8%

>The share fell sharply despite an increase in the guidance - The Aixtron share closed down nearly 10% yesterday even though the group reported Q1 2021 results that showed orders at a particularly high level, which allowed it to increase its guidance for 2021. The announcement that Samsung will not be a customer of the Apeva JV for OLEDs merely confirms what we already knew. Moreover, we had not factored anything into our model and therefore have nothing to adjust fo...
Underlying
AIXTRON SE

Aixtron is a provider of deposition equipment to the semiconductor industry. Co.'s technology solutions are used by customers to build components for electronic and opto-electronic applications based on compound, silicon, or organic semiconductor materials. The components are used in displays, signaling, lighting, fiber optic communication systems, wireless and mobile telephony applications, optical and electronic storage devices, computing, as well and other technologies. Co. supplies to customers both full production-scale chemical vapor deposition systems and small scale systems for research and development use.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Maissa Keskes

Stephane Houri

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