Elmos Semiconductor AG : Nous relevons nos prévisions, mais pourrions faire plus si jamais le groupe sécurisait plus de capacité de production disponible au S2
>Opinion Surperformance maintenue, OC relevé à 44 € vs 42 € - Durant la conférence call, ayant fait suite à la publication des résultats T1 2021, le groupe s’est montré très optimiste sur le momentum de croissance de l’industrie. Toutefois, le visage du S2 dépendra de la capacité disponible chez les fondeurs. Nous n’excluons pas l’hypothèse d’un S2 proche du niveau S1 et donc d’un CA annuel de 315 M€ (à +35% un plus haut historique). Mais, nous attendons d’avoir plus ...ELMOS Semiconductor is engaged in the development, manufacture and distribution of microelectronic components and system parts (application specific integrated circuits or, in short: ASICs) and technological devices with similar functions.Co. divides its activities into: medical technology, semiconductor, which is engaged in the sale of automotive electronics and supplying semiconductors e.g. for applications in household appliances, photo cameras, installation and building technology, and machine control systems; and micromechanics, which is engaged in the sales of product containing micro-electro-mechanical systems which are for the most part silicon-based high-precision pressure sensors.
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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