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Martin Marandon-Carlhian ...
  • Stephane Houri

Aixtron SE : Feedback visite de site : un ton toujours aussi confiant – OC relevé à 34 €

>OC relevé à 34 € après une visite de site – Opinion Surperformance - Nous avons organisé avec Aixtron une visite sur son site d’Aix-la-Chapelle, avec Christian Danninguer (CFO) et Guido Pickert (Head of IR). Nous retenons un ton très positif et rassurant (absence de ralentissement sur la quasi-totalité des activités, carnet de commandes très solide, domination technologique). Nous relevons ainsi nos estimations de BPA sur 2022/2023e de respectivement 6% et 8%, ce qui...
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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