Report
Anis Zgaya ...
  • Louis Boujard, CFA

SMA Solar Technology AG : Le momentum est bon mais des éléments d’incertitudes relatifs à l’ampleur des investissements futurs

>Relèvement de nos estimations 2023-2025 - À la suite de la publication d’hier, nous ajustons nos chiffres 2023-2025 de +30% en moyenne pour intégrer la forte révision de la guidance du groupe en 2023 et l’amélioration significative des taux de capacité du groupe lors des dernières semaines grâce à l’amélioration un peu plus rapide qu’attendu de la situation d’approvisionnement des composants. En termes de capacité, le groupe fonctionne actuellement à plus de 80% de ...
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

Louis Boujard, CFA

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