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Maissa Keskes ...
  • Stephane Houri

Siltronic AG : T2 21 solide, nouveau projet d’investissement massif à Singapour, mais OC capé au prix de l’offre pour l’instant – Opinion Neutre réitérée

>T2 21 légèrement > aux attentes, maintien des guidances 2021 - Siltronic a publié hier des résultats T2 21 légèrement supérieurs aux attentes. Le CA est ressorti à 341.1 M€, à +7.9% yoy et +5.6% qoq, > au consensus de 323.1 M€. L’EBITDA s’est élevé à 108 M€ avec une marge de 31.7% vs consensus à 100.4 M€ et 31.1%. Le ROP est ressorti à 69.6 M€, soit une MOP de 20.4% vs un consensus à 66.9 M€ et 20.7%. Le BPA s’est élevé à 1.83 € vs consensus à 1.80 €. Le groupe a ré...
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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