VAT Group AG : Reprise confirmée en 2024 mais plus lente qu’attendu
>Opinion Neutre maintenue, OC de 420 CHF (vs 360 CHF) - Le titre était en baisse hier (-6%) compte tenu d’une guidance de CA T1 24 13% inférieure aux attentes, soulignant une reprise plus lente qu’attendu et rendant les prévisions du consensus probablement trop ambitieuses (le T1 ne comptant que pour ~10% du CA 24e selon les prévisions du consensus de prépublication). Nous ajustons ainsi notre prévision de croissance du CA sur 2023 (+11% vs +15%) mais anticipons un re...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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