Report
Maissa Keskes ...
  • Stephane Houri

Siltronic AG : Pas de reprise avant S2 24

>Opinion Sous-performance maintenue, OC relevé à 70 € vs 60 € - Suite au CMD de Siltronic organisé hier à Londres, nous maintenons notre opinion Sous-performance et relevons notre OC à 70 € vs 60 € suite à la mise à jour de notre DCF. Ce CMD nous a permis d'appréhender la vision du groupe à l’horizon 2028. Toutefois, ses objectifs sont ressortis en ligne avec le consensus. Malgré les signes d’améliorations dans le marché des semiconducteurs, Siltronic ne commencera à ...
Underlying
Siltronic AG

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.

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
Maissa Keskes

Stephane Houri

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