Report
Maissa Keskes ...
  • Stephane Houri

SÜSS Micro Tec SE : Guidance 2024 meilleure qu’attendu, poursuite de la croissance en 2025

>Opinion Sous-performance, OC relevé à 28 € (vs 18 €) - Le titre Suss MicroTec était en baisse de 3% hier malgré une guidance 2024 10% au-dessus des attentes sur l’EBIT. Compte tenu du parcours boursier récent (+40% YTD) et des signaux positifs concernant la demande pour la mémoire HBM, le marché avait déjà probablement anticipé un nombre important de bonnes nouvelles. L’absence de fort levier opérationnel (marge stable vs 2022) a aussi potentiellement contribué à ces...
Underlying
Suess Microtec AG

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.

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
Maissa Keskes

Stephane Houri

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