Aixtron SE : Une baisse exagérée compte tenu de perspectives inchangées à court, moyen et long terme
>La baisse récente du titre est exagérée – Opinion Surperformance réitérée - Le titre Aixtron a baissé de 7% en l’espace de trois jours en raison : 1/ des restrictions de la Chine sur l’exportation de gallium et de germanium ; 2/ des rumeurs de décalage sur la sortie de l’Apple Watch MicroLED, de 2025 vers le T1 2026. Néanmoins, après une première réaction rassurante des différents acteurs visés par les restrictions chinoises (Infineon, Navitas, TSMC) et une news Micr...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.