Aixtron SE : La déception sur 2024 et l’incertitude autour des microLEDs ne remettent pas en cause le profil de croissance, contrairement à ce que dit le cours actuel
>Opinion Surperformance maintenue, OC revu à 42 € (vs 50 €) - Le titre Aixtron était en baisse de 19% hier, suite à l’abandon du développement des microLEDs par ams OSRAM et du potentiel décalage de certains investissements SiC de 2024 vers 2025, faisant ressortir la guidance 24 10% en dessous des attentes sur l’EBIT. Nous révisons nos BPA 24/25e de 15/12% et notre OC à 42 € (vs 50 €). Nous trouvons la réaction boursière néanmoins sévère. ams OSRAM n’est plus un contr...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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