Report
Jean-François Granjon

Mersen : Une tonalité plus prudente – OC ajusté à 46 € (vs 50 €)

>Des marchés toujours porteurs sur longue période - Les messages affichés lors des semestriels (cf. nos commentaires des 30 et 31 juillet 2024) étaient plutôt de bon augure permettant de valider les objectifs du plan 2027. Pour rappel, le CA semestriel du SiC affichait une croissance supérieure à 20% pour atteindre 50 M€. Il en était de même pour le CA EV à 13 M€. Les autres activités n’étaient pas en reste (Chimie, Industrie de procédés, Transport…) permettant de jus...
Underlying
Mersen SA

Mersen produces materials and electrical components intended for alternative energies, chemicals and pharmaceuticals, rail transportation, electronics and process industries. Co. divides its operations into two segments: Advanced Materials and Technologies (AMT - Materials), and Electrical Components and Technologies (ECT - Electrical). In addition, Co. produces four types of products: Electrical Applications, Electrical Protection, High-Temperature Applications, and Anticorrosion Equipment. Co. also caters to the process industries, supporting their transition towards greater energy efficiency and boasts an efficient manufacturing base with plants employing the very latest technologies.

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
Jean-François Granjon

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