Report
Oliver Metzger

STRATEC SE : Feedback Eigenkapital Forum – Good prospects after short-term headwinds

>Supply-related headwinds… - The company was presented by the CEO of Stratec, Marcus Wolfinger. He commented on short-term headwinds as the delivery backlogs rose even further throughout recent quarters on the back of supply constraints for upstream products. In particular, microcontrollers were mentioned, which are comparatively mature as they were developed already more than a decade ago. However, as the global semiconductor demand for these older chipsets is signif...
Underlying
STRATEC SE

STRATEC Biomedical designs and manufactures automation solutions and technologies for use mainly in in-vitro diagnostics (IVD) and in other regulated markets. IVD refers to those diagnostics activities performed outside the body in a glass or in test receptacles in a laboratory. Co. operates through two segments: Instrumentation and All Other. In the Instrumentation segment, Co. designs and manufactures fully automated analyzer systems for its clinical diagnostics and biotechnology customers. In its all other segment, Co. develops workflow software for networking several analyzer systems and develops and sells scientific materials and technologies such as nucleic acid purification.

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
Oliver Metzger

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