Aixtron SE : Confirmation que 2025 sera une nouvelle année de transition - La valorisation suggère un upside important aux premiers signaux de reprise
>Opinion Surperformance réitérée, OC ajusté à 21 € (vs 23 €) - Nous retenons des résultats T3 24 : 1/ l’absence d’effondrement des commandes (140 M€, +21% y-o-y, -18% q-o-q) malgré un contexte défavorable ; 2/ la reconnaissance du fait que 2025 sera à nouveau une année de transition (stable ou légère baisse vs 2024), ce qui était globalement attendu. Nous ajustons nos prévisions en conséquence en visant un CA 25e en baisse de 2% (vs +3%) et abaissons le BPA 25e de ~9...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.
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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