Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Aixtron SE : Preview T4 2023 : vers une année 2024 très solide, avec des catalyseurs sous-estimés

>Opinion Surperformance réitérée, OC de 50 € maintenu - Aixtron publiera ses résultats T4 2023 le 29/02 prochain. Après un contact société, nous abaissons très légèrement nos prévisions sur le BPA 2023e (-2%, relèvement des dépenses R&D) mais relevons dans le même temps celles sur 2024e (+1%, relèvement du CA GaN). Nous confirmons notre OC de 50 €. Aixtron fait partie de nos Top picks sur le secteur, ce dernier bénéficiant : 1/ d’un momentum de commandes sous-estimé s...
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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