Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Aixtron SE : Les résultats 2023 devraient rassurer et décrédibiliser l’idée d’une année sans croissance

>Nous restons positifs à l’approche des résultats 2023 – Opinion Surperformance - A l’approche des résultats annuels (29/02), nous réitérons notre opinion Surperformance et notre OC de 50 € (upside de 44%). Selon nous, il y a une probabilité élevée pour qu’Aixtron donne une guidance 2024 supérieure aux attentes du consensus, notamment sur les commandes, ce qui devrait permettre de rassurer sur un titre actuellement sous pression (-6% YTD). Après avoir rencontré récemm...
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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