Siltronic AG : Paradoxalement, l’échec de l’offre de GW libérerait un potentiel de revalorisation
>Nous relevons notre opinion à Surperformance vs Neutre - Alors que la date butoir du 31 janvier 2022 approche, l’échec de l’offre de Globalwafers sur Siltronic est de plus en plus probable. La confirmation de cette nouvelle pourrait être vue comme négative. Pourtant, paradoxalement, nous pensons que le groupe vaut plus que 145 € en stand alone, en raison de l’amélioration des fondamentaux du marché sur silicium, qui se reflète dans les relèvements massifs de prévisio...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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