Aixtron SE : Feedback de roadshow : pas de point d’inflexion à court terme mais une valorisation difficile à ignorer
>Opinion Surperformance et OC de 35 € réitérés après un roadshow CFO - Nous avons organisé un roadshow aux Etats-Unis et au Canada avec Aixtron, représenté par Christian Danninger (CFO) et Christian Ludwig (HIR). Nous en ressortons avec une vision intacte sur la qualité du positionnement du groupe (anticipation de gains de PdM à venir dans le SiC) et ses vecteurs de croissance LT liés à l’efficience énergétique. Si nous maintenons nos prévisions inchangées, nous penso...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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