Elmos Semiconductor SE : CMD sans grande surprise mais qui remet en lumière les perspectives solides du groupe
>Un CMD solide – Opinion Neutre et OC de 75 € réitérés - Elmos a organisé hier son CMD. Si le CMD étant sans grande surprise après la communication des cibles 2030 la semaine dernière (~ 1 Md€ de CA, MOP de ~25%, Capex/CA <10%), il a été l’occasion d’expliquer les hypothèses derrière la guidance 2030 et de donner davantage de clarté sur le portefeuille produits et la stratégie du groupe. Nous retenons les éléments suivants : 1/ la croissance d’Elmos sera surtout tirée...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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