Report
Emmanuel Matot

Soitec : Feedback from roadshow: new CEO to stay the course

>Interim results in line with FY guidance - First SiC client to be unveiled soon - Following the H1 release on Wednesday, we organised a roadshow in Paris (our first with the new CEO accompanied by the COO, CFO and HIR). Our main takeaways from these meetings:The group is facing a decline in smartphone volumes, its main end market (72% of FY 2022 sales). The resilience of the 5G segment (50% penetration), even stronger in the high-end segment, is however favourab...
Underlying
Soitec SA

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.

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
Emmanuel Matot

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