Siltronic AG : Nous dégradons à Sous-performance (vs Neutre) après la hausse du titre et avant la publication T4 2022
>Vers un T4 22 encore bon, sans surprise - Siltronic publiera ses résultats préliminaires T4 22, le 02/02 prochain et ses résultats finaux le 09/03. Pour le T4 22, nous tablons sur un CA de 474 M€, stable en séquentiel, mais en croissance annuelle de 26% (consensus à 475 M€). Les usines 300mm et 200mm produisent à pleine capacité. Nous pensons que la baisse actuelle de la demande dans les différents segments semiconducteurs n’aura eu qu’un impact très limité sur les v...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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