Report
Maissa Keskes ...
  • Stephane Houri

Jenoptik AG : Le risque sur les objectifs 2025 est déjà intégré, nous passons à Surperformance vs Neutre

>Opinion relevée de Neutre à Surperformance, même si nous ajustons notre OC à 30 € vs 32 € - Jenoptik publiera ses résultats T3 24 le 12/11 avant l’ouverture. La performance opérationnelle du T3 24 devrait être sans surprises. Nous serons, en revanche, très attentifs aux commentaires sur l’évolution future des commandes et les prévisions sur 2025. En effet, l’avertissement d’ASML, son principal client (~20% du CA), pourrait impacter les commandes de l’activité ‘Advanc...
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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