Report
Anis Zgaya ...
  • Khaled Ben Amor

SMA Solar Technology AG : Nous saluons les efforts d’innovation mais nous restons prudents sur la valeur

>Alléger maintenu et OC relevé de 17 € à 19 € - Suite au CMD de SMA nous avons intégré dans nos estimations le programme d’économies de coûts et légèrement relevé nos attentes de croissance en volume sur la période 2019/2021. Notre OC se trouve porté à 19.0 € vs 17.0 €. Cependant nous restons prudents sur le marché des onduleurs qui souffre de la baisse des prix et des changements règlementaires touchant le marché du PV dans différentes géographies. De plus les équi...
Underlying
SMA Solar Technology AG

SMA Solar Technology is a holding company. Through its subsidiaries, Co. operates in five divisions: Medium Power Solutions, which distributes inverters, system solutions as well as products used for monitoring PV systems and energy management; Power Plant Solutions, which supplies central inverters and system solutions to PV plants; Service, which provides customers in Germany and abroad with support and after-sales services; Zeversolar, which serves the Chinese photovoltaic market and the budget market (low-price segment) in foreign markets; and Railway Technology, which manufactures converters as individual devices and energy supply systems for railway coaches.

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
Anis Zgaya

Khaled Ben Amor

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