Siltronic AG : 2022 continue à être une année bien orientée malgré les craintes liées à la décélération de la demande
>Opinion Surperformance maintenue, OC relevé à 95 € vs 90 € - Suite à la publication T2 2022 (lien vers notre rédaction initiale), nous réitérons notre opinion Surperformance et relevons notre OC à 95 € vs 90 € suite à la hausse de nos BPA de 10% sur 2022 et de 2% sur 2023. Le titre était en hausse de 6% vendredi en raison d’un T2 2022 solide (9.5% au-dessus du consensus) et d’un relèvement de la guidance du CA 2022. Malgré les avertissements de certains de ses client...Siltronic AG is a Germany-based producer of hyperpure silicon wafers. The Company offers polished wafers, epitaxial wafers and annealed wafers, among others. Its products are used for semiconductor components, including high-voltage applications, low resistivity devices in automotive engineering and telecommunications, as well as integrated microprocessors and memory modules for information processing in cell phones, laptops and other consumer goods. The Company also produces high reflectivity (HiREF) wafers, as well as PowerFZ wafers for power applications and Ultimate Silicon for complementary metal-oxide semiconductor (CMOS) applications. It operates production facilities in Europe, Asia and the United States.
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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