SÜSS Micro Tec SE : Vers un changement de profil – Opinion Surperformance (vs Neutre)
>Opinion Surperformance (vs Neutre), OC de 80 € (vs 65 €) - Après des résultats T2 24 très solides (14% > aux attentes sur le CA), nous révisons en hausse nos prévisions de BPA de ~25% sur 24/25e. Cela nous conduit à réviser notre OC à 80 € (vs 65 €), soit 32% de potentiel, justifiant un relèvement de notre recommandation à Surperformance (vs Neutre). Après révisions, la valorisation du titre ressort à 11.3x l’EBITDA 2025e, ce qui nous semble attractif compte tenu de ...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.
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.
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