Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Aixtron SE : Feedback from site visit: as confident as ever – target price raised to € 34

>Target price raised to € 34 after site visit - Outperform rating - We organised, in conjunction with Aixtron, a visit to its Aix-la-Chapelle site, with Christian Danninguer (CFO) and Guido Pickert (Head of IR). We note a very positive and reassuring tone (absence of slowdown in virtually all businesses, very solid backlog, technological domination). We have therefore upgraded our EPS estimates for 2022-2023e by respectively 6% and 8%, which puts us ~15% above the con...
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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