Melexis : Vers une année 2025 potentiellement sans croissance mais le point bas n’est probablement pas si loin
>OC de 85 € (vs 100 €), opinion Surperformance – Le point bas n’est probablement pas si loin et la valorisation intègre déjà beaucoup de mauvaises nouvelles - Le titre Melexis était en baisse de 13% hier après une guidance T4 décevante. Or si la faiblesse du segment automobile était déjà bien identifiée, c’est l’ampleur de la baisse séquentielle au T4 qui a surpris (-17%). Dans ces conditions et avec une correction de stock qui pourrait durer encore quelques trimestre...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.
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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