De la quasi-insolvabilité à la convertible zéro-coupon !
>Ré-initiation du suivi de Soitec côté crédit avec une reco. Achat - Nous adoptons une recommandation Achat sur l’OCEANE Soitec 2023 compte tenu : i/ d’un spread de crédit implicite attractif en spot (190 bp), et ii/ d’un potentiel de hausse d’environ 15% sur l’action (sur la base du TP de notre analyste equity).Forces / Opportunités - Leader incontesté sur le marché des plaques SOI de films fins (part de marché comprise entre 65% et 70%).Pe...Soitec is a manufacturer of silicon and integrated circuits. Co. offers products based on Silicon-on-Insulator (SOI), which serves to support the manufacturing of more energy-efficient integrated circuits. Co.'s operations can be divided into three divisions: Electronics, Solar Energy and Lighting. The Electronics division manufactures and sells substrates and components intended for the microelectronics industry; the Solar Energy division manufactures and sells photovoltaic modules, designs and constructs turnkey projects, and operates photovoltaic power plants; and the Lighting division isolates resources to develop materials designed for the production of light emitting diodes.
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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