Report
Anis Zgaya ...
  • Louis Boujard, CFA

SMA Solar Technology AG : Vers un retour à un mix-produits plus normatif en 2024

>Discours inchangé en ce qui concerne les prises de commandes - Le discours de la société est resté quasiment le même depuis la fin de l’année dernière. La société voit toujours un retour des prises de commandes dans les segments Résidentiel (Home Solutions) et Commercial (C&I) avant la fin du T2 vs un peu négatif au T4 (quelques reports et annulations). Le retour attendu de ces prises de commande est expliqué par la poursuite l’écoulement des stocks constitués par l...
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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