Report
Stephane Houri ...
  • Wim Gille

Melexis : Relèvement de guidance comme attendu, OC relevé à 97 € vs 95 €

>Opinion Neutre maintenue, OC relevé à 97 € vs 95 € - Comme nous l’anticipions, Melexis a relevé sa guidance 2021 grâce à une meilleure visibilité sur la poursuite des tendances positives du marché de l’automobile au S2 tiré par la solidité de son carnet de commandes. Etrangement, le consensus était resté en dessous, alors que tous les signaux de l’industrie vont dans le même sens. Suite à cette publication T1 2021, nous relevons nos BPA de 2% sur 2021 et 3% sur 2022 ...
Underlying
Melexis NV

Melexis designs, develops, tests and markets advanced integrated circuits primarily for the automotive industry. Co. sells its products to a wide customer base in the automotive, medical and industrial markets in Europe, Asia and North America. Co.'s main products are Hall effect ICs, Pressure and Acceleration Sensors, Sensor Interface ICs, Automotive Systems-on-a-Chip, Embedded Microcontrollers, Bus System Chips, Optical and Infrared sensors. In each case the products are primarily developed for automotive applications and designated lead customers with subsequent use in commercial and industrial applications.

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

Wim Gille

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