Basler AG : Roadshow with management confirms our view
>After a record 2017, stabilizing business and expanding capacity - On our roadshow with Basler in Brussels and Luxemburg, management confirmed our more conservative view that order intake would cool down this year, especially orders from the electronics/semiconductor area. In line with management, we see last year’s record performance – e.g. sales up 50% yoy to € 150m – as an exception and not as the new normal. The market appears to be a little too optimistic as in...Basler develops, manufactures and sells machine vision technology. Co. provides line scan cameras and area scan cameras, as well as network cameras. Co.'s cameras are used in a diverse range of industries. They are used in industrial production applications like electronics and semiconductor inspection, in robotics, food control, postal sorting and in print image control. In the medical sector, Co.'s cameras are used in many different tasks, such as microscopy, ophthalmology, and blood or specimen analysis. Co.'s cameras are also fit optimally for the traffic and transportation sector, as well as for the surveillance sector.
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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