Report
Oliver Metzger

STRATEC SE : Very good prospects, but…

>…supply constraints take longer than expected - Contrary to previous expectations of Stratec, delivery backlogs rose even further throughout the third quarter on the back of supply constraints for upstream products. The company mentioned microcontrollers, which were developed already more than a decade ago. They are needed for the construction of diagnostic instruments, but the global semiconductor demand for these older chipsets is significantly higher and there is ...
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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