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Martin Marandon-Carlhian ...
  • Stephane Houri

Aixtron SE : Encore beaucoup d’upside – OC relevé à 45 €

>Opinion Surperformance réitérée, OC relevé à 45 €, BPA 23/24e relevés de 3% - Le titre était en hausse de 13% hier à la suite d’un excellent T2, du relèvement de la guidance 2023 et du soulagement lié à la réception des licences d’exportation non reçues au T1. Compte tenu des nouvelles cibles 2023, nous relevons nos BPA 2023/2024e de 3% en moyenne. Cela nous conduit à relever notre OC à 45 € (vs 42 €). Malgré la performance d’hier, le titre reste en retard (+30% YTD ...
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
Martin Marandon-Carlhian

Stephane Houri

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