SÜSS Micro Tec AG : Opinion relevée à Neutre (vs Sous-performance) suite au CMD, mais avons besoin de plus de preuves pour croire au changement de profil du groupe
>Nous relevons notre opinion à Neutre vs Sous-performance et notre OC à 20 € vs 15 € - Suite au CMD de Suss MicroTec jeudi dernier, nous relevons notre opinion à Neutre vs Sous-performance et nos BPA de 15% sur 2023/2024, ainsi que notre OC à 20 € vs 15 €. Ce CMD nous a permis de mieux appréhender la visibilité à CT, ainsi que la vision du groupe jusqu’à 2030. Nous pensons que le groupe devrait continuer de bénéficier de la croissance de ses marchés adressables (nota...SUESS MicroTec SE Formerly known as Suess MicroTec AG. SUESS MicroTec SE is a Germany-based holding company (the Group) that supplies process equipment for microstructuring in the semiconductor industry. The Group operates through four segments: Lithography, Bonder, Photomask Equipment and Others. The Lithography division develops, produces and sells the mask aligner, developer, and coater product lines, as well as ultraviolet (UV) projection and laser processing product lines. The Bonder division comprises the development, production and distribution of the substrate bonder product line. The Photomask Equipment division includes the development, manufacture and sale of HMx, ASx, MaskTrack and MaskTrack Pro product lines through SUSS MicroTec Photomask Equipment GmbH & Co KG. The Others division combines further activities of the Group in the area of micro-optics and lenses and the centralized Group functions.
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