Soitec : Croissance en vue mais moins rapide
Nos recherches, complétées par une visite privée à Bernin, montrent qu’un retour à la croissance reste d’actualité d’ici la fin de l’exercice (fin des déstockages RF-SOI + extension du portefeuille clients POI). Le news-flow très négatif dans le secteur de l’automobile (17% du CA) nous incite néanmoins à retenir une accélération moins rapide sur les exercices suivants et à retarder d’un an à FY 28/29 la réalisation de la feuille de route du management. En conséquence, notre objec...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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