Siltronic AG : Une année 2022 complexe (mais bien orientée), sans augmentation de capital et avec une valorisation à seulement 4x l’EBITDA…
>Opinion Surperformance réitérée, OC à 160 € vs 165 € - Suite à publication des résultats 2021, nous maintenons notre opinion Surperformance. Nous abaissons toutefois nos prévisions de 2% et notre OC à 160 € vs 165 €. 2022 va être une année contrastée dans un contexte porteur avec 1/ des volumes limités par la capacité de production, 2/ une hausse significative des prix de vente, 3/ une hausse des coûts d’électricité et des matières premières. Le groupe continue d’inv...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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