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Melek Laabidi ...
  • Stephane Houri

PVA Tepla : Feedback de roadshow CEO

>Suite à un roadshow CEO, nous relevons notre OC à 15 € vs 14 €, mais maintenons notre vision prudente - Nous avons organisé un roadshow virtuel avec PVA Tepla, représenté par Manfred Bender (CEO) et Gert Fishan (Head of IR). Nous retenons que le management garde un ton rassurant sur le reste de 2022 (pas de ralentissement de la demande chez les principaux clients). Nous relevons légèrement nos prévisions sur 2022 (+1,2%), ainsi que notre OC à 15 € vs 14 €. Néanmoins...
Underlying
PVA TePla AG

PVA Tepla AG. PVA TePla AG is a Germany-based company that provides vacuum solutions for high temperature and plasma treatment processes, as well as plant engineering solutions. The Company operates through two segments: Industrial Systems and Semiconductor Systems. The Industrials Systems segment specializes in the development, construction and marketing of vacuum heat treatment furnaces for processing materials at high temperatures. The Semiconductor Systems segment provides systems for the semiconductor and solar industry ranging from systems for the production of silicon crystals for the semiconductor, solar and opto-electronic industry to systems for plasma treatment in the semiconductor assembly, as well as systems for non-destructive, ultrasonic quality inspection of materials. The Company operates through subsidiaries in Europe, Asia and North America.

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
Melek Laabidi

Stephane Houri

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