Aixtron SE : Feedback from a fireside chat with the CFO: a very confident tone on all fronts
>Outperform reiterated after a fireside chat with the CFO - Yesterday, we organised a fireside chat with Aixtron, represented by Christian Danninger (CFO) and Guido Pickert (head of IR). We note a very confident tone on 1/ the current momentum at the power division, whether in SiC (a very high level of confidence on future market share gains) or in GaN (more rapid-than-anticipated penetration of the technology); 2/ the rebound in other segments in H2 (lasers, LED); 3/...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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