VAT Group AG : Déception sur la vitesse de la reprise
>Opinion Neutre confirmée, OC révisé à 430 CHF (vs 500 CHF) - Le titre VAT était en baisse de 1% hier. Si le T3 de VAT a déçu sur les commandes et le CA, une partie de cette déception avait probablement déjà été anticipée suite aux faibles commandes d’ASML au T3, indiquant notamment une reprise lente de la demande de semiconducteurs hors IA (notamment sur les smartphones/PCs). Nous ajustons ainsi en baisse notre prévision de croissance du CA sur 2024 (7% vs 12%) et 20...VAT Group AG is a Switzerland-based company engaged in the manufacture of industrial valves. The Company focuses on designing and producing vacuum valves for semiconductor, display and solar panel manufacturing, as well as for a range of industry and research applications. Its activities are divided into three business areas: Valves, Global Services and Industry. The Valves division provides isolation, control and transfer valves used in vacuum-based manufacturing processes. The Global Services area offers advisory and after sales services, such as trainings, equipment repair and overhaul, valve upgrade and spare parts sale. The Industry segment manufactures and markets welded bellows, machine parts, mechanical components and assemblies. The Company operates worldwide.
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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