Siltronic AG : Nouveau relèvement de guidance, grâce au dollar et malgré le contexte d’affaiblissement de la demande
>Opinion Surperformance et OC 75 € réitérés - Suite à la publication des résultats T3 22 (BPA 23% > au consensus) et un second relèvement de la guidance annuelle, nous maintenons notre opinion Surperformance et notre OC à 75 €. Le groupe a confirmé que la faiblesse de certains segments ne s’est pas encore reflétée dans la demande de wafers. Les usines 300mm et 200mm continuent de produire à pleine capacité. De ce fait, 2022 restera une année de croissance tirée par 1/...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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