Report
Maissa Keskes ...
  • Stephane Houri

Jenoptik AG : La bonne dynamique devrait se poursuivre jusqu’au S1 2023 tirée par les équipementiers semiconducteurs

>Opinion Neutre et OC 22 € réitérés - Suite à la publication des résultats T3 22, nous maintenons notre opinion Neutre et notre OC à 22 €. Le groupe a confirmé la poursuite de la forte demande en provenance de ses clients notamment ASML et Applied Material jusqu’à au moins S1 2023. Jenoptik est certes bien positionné pour bénéficier de la forte demande en provenance des équipementiers semiconducteurs et de BG Medical et Swissoptic (ses 2 dernières acquisitions en 2021...
Underlying
JENOPTIK AG

Jenoptik is a holding company. Through its subsidiaries, Co. is an optoelectronics group engaged in the production of range of products including original equipment manufacturer or standard components, modules and subsystems through to systems and production lines for numerous sectors. Co.'s operating business is organized in the following three operating segments: Laser & Optical Systems, Metrology, and Defense & Civil Systems. The operating business within the segments is further subdivided into five divisions: Lasers & Material Processing, Optical Systems, Industrial Metrology, Traffic Solutions, and Defense & Civil Systems, each of which are subdivided into several business units.

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
Maissa Keskes

Stephane Houri

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