Report
Melek Laabidi ...
  • Stephane Houri

AT&S AG : Un degré d'incertitude qui subsiste à court terme, OC abaissé à 27 € vs 30 €

>Opinion Neutre maintenue, OC abaissé à 27 € vs 30 € - Après 3 avertissements successifs au cours du même exercice, AT&S a de nouveau eu des résultats T4 22/23 décevants et a guidé sur un CA FY 23/24 8% en dessous des attentes, ce qui a fait baisser le cours de 3% hier. Suite à cette publication, qui démontre selon nous une situation toujours difficile sur le marché des substrats ABF (le marché principal du groupe) et une phase de correction des stocks qui devrait se ...
Underlying
AT & S Austria Technologie & Systemtechnik Aktiengesellschaft

AT&S Austria Technologie und Systemtechnik is engaged in the production of printed circuit boards. Co. has three core printed circuit board businesses: Mobile Devices, Automotive and Industrial. Co.'s product assortment ranges from single and double-sided printed circuit boards to multilayer, flexible and rigid, insulated metallic substrate, nucleus, to laser drilled circuit boards. Co.'s products are used as electromechanical linking elements, mainly in the telecommunication sector, automobile industry and medical technology applications, defense and aerospace.

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
Melek Laabidi

Stephane Houri

ResearchPool Subscriptions

Get the most out of your insights

Get in touch