Soitec : Croissance en vue mais moins rapide
>Le retour à la croissance reste d’actualité pour le S2 avec la fin des déstockages RF-SOI et l’extension du portefeuille clients POI - Les signaux sont encourageants pour les Communications mobiles (62% du CA groupe) avec surtout 1/ la fin prochaine des déstockages RF-SOI suite à la reprise soutenue du marché des smartphones (parc devenu trop vieillissant, innovation avec l’IA…) et 2/ l’extension réussie du portefeuille clients (9 vs 1 historiquement).De la même...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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