Report
Stephane Houri

Elmos Semiconductor SE : Le ‘scenario du pire’ pour 2022 est maintenant sur la table mais pourrait ne pas se réaliser – Opinion Surperformance maintenue

>Un avertissement sur la capacité de 2022 qui vaut autant pour les investisseurs que pour les clients et fournisseurs d’Elmos - Le management d’Elmos a profité de la publication des résultats T2 2021 hier matin (Lien vers notre réaction initiale) pour avertir le marché sur le fait, qu’en l’état actuel de ses négociations avec les fondeurs (principalement TSMC), le groupe pourrait ne pas avoir de capacités de production 8 pouces supplémentaires en 2022. Au S1 2021, Elm...
Underlying
Elmos Semiconductor SE

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.

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
Stephane Houri

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