Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Aixtron SE : Feedback Fireside Chat CFO : ton très confiant, sur tous les sujets

>Opinion Surperformance réitérée après un Fireside Chat avec le CFO - Nous avons organisé hier un Fireside Chat avec Aixtron, représenté par Christian Danninger (CFO) et Guido Pickert (Head of IR). Nous retenons un ton très confiant sur 1/ la dynamique actuelle de la division Power, que ce soit dans le SiC (niveau de confiance très élevé sur des gains de PdM futurs) ou dans le GaN (pénétration plus rapide qu’attendu de la technologie) ; 2/ le rebond de ses autres segm...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch