View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

ASOS: 1 director

A director at ASOS bought 150,000 shares at 367p and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Clos...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Aixtron SE : Confirmation that 2025 will be another year of transition...

>Outperform rating reiterated, target price adjusted to € 21 (vs € 23) - Our takeaways from the Q3 2024 results are: 1/ no collapse in orders (€ 140m, +21% y-o-y, -18% q-o-q) despite an unfavourable context; 2/ recognition of the fact that 2025 will again be a transition year (flat or down slightly vs 2024), which was broadly expected at this stage. We adjust our estimates accordingly. We expect 2025e sales to be down 2% (vs +3%) and cut our 2025e EPS estimates by ~...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Aixtron SE : Confirmation que 2025 sera une nouvelle année de transiti...

>Opinion Surperformance réitérée, OC ajusté à 21 € (vs 23 €) - Nous retenons des résultats T3 24 : 1/ l’absence d’effondrement des commandes (140 M€, +21% y-o-y, -18% q-o-q) malgré un contexte défavorable ; 2/ la reconnaissance du fait que 2025 sera à nouveau une année de transition (stable ou légère baisse vs 2024), ce qui était globalement attendu. Nous ajustons nos prévisions en conséquence en visant un CA 25e en baisse de 2% (vs +3%) et abaissons le BPA 25e de ~9...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Aixtron SE : Q3 order intake better-than-feared, 2024 outlook reiterat...

>Q3 24 order intake likely better-than-feared, rest of the results are below expectations due to a customer project postponed from Q3 to Q4 - This morning, Aixtron reported its Q3 2024 results which were probably better-than-feared. The order intake was € 144m, up 21% y-o-y but below the Visible Alpha consensus at € 159m. This is however above our expectation of € 140m, which we think is closer to buy-side consensus. Revenues totalled € 156m, down 5% y-o-y and below ...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Aixtron SE : Q3 order intake better-than-feared, 2024 outlook reiterat...

>Q3 24 order intake likely better-than-feared, rest of the results are below expectations due to a customer project postponed from Q3 to Q4 - This morning, Aixtron reported its Q3 2024 results which were probably better-than-feared. The order intake was € 144m, up 21% y-o-y but below the Visible Alpha consensus at € 159m. This is however above our expectation of € 140m, which we think is closer to buy-side consensus. Revenues totalled € 156m, down 5% y-o-y and below ...

 PRESS RELEASE

EQS-News: AIXTRON liefert robustes Q3 trotz schwachem Marktumfeld

EQS-News: AIXTRON SE / Schlagwort(e): Quartalsergebnis/9-Monatszahlen AIXTRON liefert robustes Q3 trotz schwachem Marktumfeld 31.10.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. AIXTRON liefert robustes Q3 trotz schwachem Marktumfeld Moderate Nachfrage bei SiC- und GaN-Power / Umsatzerlöse in etwa auf Vorjahresniveau / Auftragseingang in Q3 deutlich über Vorjahr / Technologischer Fortschritt bei GaN und SiC Anlagen / Erste Anlage im neuen Innovationszentrum / Prognose 2024 bestätigt Herzogenrath, 31. Oktober 2024 – AI...

 PRESS RELEASE

EQS-News: AIXTRON delivers robust Q3 despite weak market environment

EQS-News: AIXTRON SE / Key word(s): Quarter Results/9 Month figures AIXTRON delivers robust Q3 despite weak market environment 31.10.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. AIXTRON delivers robust Q3 despite weak market environment Moderate demand for SiC and GaN power / Revenues at around the previous year's level / Order intake in Q3 significantly above previous year / Technological progress in GaN and SiC systems / First system in new Innovation Center / Guidance for 2024 confirmed   Herzogenrath, Germany, October ...

Anthony Dick ... (+3)
  • Anthony Dick
  • Michael Foundoukidis
  • Stephane Houri

ODDO : La Chine, un bouleversement aux conséquences encore sous-estimé...

A l’occasion d’un voyage en Chine centré sur la chaîne de valeur automobile, nos échanges nous ont confortés dans notre vision d’un écosystème extrêmement riche et stimulant pour les acteurs locaux, qui devrait renforcer la place prépondérante de la Chine dans l’automobile mondiale. Face à cela, nous ressortons davantage convaincus des risques structurels pesant sur les constructeurs occidentaux dans le pays et estimons que le cycle de révisions en baisse des ambitions ne fait qu...

Anthony Dick ... (+3)
  • Anthony Dick
  • Michael Foundoukidis
  • Stephane Houri

ODDO : China, a structural and still underestimated disruption

Our recent visit to China centred around the automotive value chain lent weight to our view regarding a now extremely rich and stimulating ecosystem for local players which is set to strengthen China’s increasingly solid position in the global automotive industry. As such, we are further convinced of the structural risks pressuring foreign OEMs in the country and estimate that the cycle of downward revisions to their Chinese ambitions is only just beginning. We thus maintain our ...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO : A fresh acceleration in semiconductor sales in August, mainly t...

>A fresh acceleration to worldwide semiconductor sales in August at +20.6% y-o-y (vs +18.7% in July) - Worldwide semiconductor sales in August 2024 were published by the WSTS (World Semiconductor Trade Statistics) with the usual one-month lag. On a three-month moving average, sales came to $ 53.1bn, ahead of our forecast of $ 52bn. This represents a sequential increase of 3.5% and +20.6% y-o-y, after +18.7% in July. At the regional level, sales from one year to the n...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Aixtron SE : Vers des commandes T3 < aux attentes et un ajustement du ...

>Une déception sur les commandes et un ajustement sur 24/25 est probable – OC de 23 € (vs 28 €), opinion Surperformance maintenue - Aixtron publiera ses résultats T3 24 le 31/10. Après un contact société, nous comprenons que le contexte s’est dégradé depuis la publication des résultats T2 24, notamment sur les segments automobiles et industriels. Nous pensons ainsi qu’Aixtron publiera des commandes T3 24 inférieures aux attentes et que le scénario de bas de fourchette...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO : Nouvelle accélération des ventes de semiconducteurs en août, pr...

>Nouvelle accélération de la croissance des ventes mondiales de semis en août à +20.6% yoy (vs +18.7% en juillet) - Les ventes mondiales de semiconducteurs d’août 2024 ont été publiées par WSTS (World Semiconductor Trade Statistics), avec (comme toujours) un mois de décalage. En données lissées (moyenne de 3 mois), elles ressortent à 53.1 Md$ au-dessus de notre prévision à 52 Md$. Il s’agit d’une hausse séquentielle de 3.5% et annuelle de 20.6% après 18.7% en juillet....

Emmanuel Matot
  • Emmanuel Matot

ODDO BHF Small & MIDCAP MORNING NEWS - 10/07/2024

Last week we held our fourth ODDO BHF Iberian Forum. The event was fully virtual and took place on October 1 and 2. With 62 Iberian issuers, close to 200 institutional investors and c. 800 meetings, this is one of the largest dedicated Iberian conferences held this year. This note brings together 49 feedback documents, with 5 target price revisions (o/w 3 downward revisions) and a rating downgrade on Pharma Mar. The main subjects of debate were i/ the trend in final demand in the con...

Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/07/2024

Last week we held our fourth ODDO BHF Iberian Forum. The event was fully virtual and took place on October 1 and 2. With 62 Iberian issuers, close to 200 institutional investors and c. 800 meetings, this is one of the largest dedicated Iberian conferences held this year. This note brings together 49 feedback documents, with 5 target price revisions (o/w 3 downward revisions) and a rating downgrade on Pharma Mar. The main subjects of debate were i/ the trend in final demand in the con...

Emmanuel Matot
  • Emmanuel Matot

ODDO BHF Small & MIDCAP MORNING NEWS - 07/10/2024

Last week we held our fourth ODDO BHF Iberian Forum. The event was fully virtual and took place on October 1 and 2. With 62 Iberian issuers, close to 200 institutional investors and c. 800 meetings, this is one of the largest dedicated Iberian conferences held this year. This note brings together 49 feedback documents, with 5 target price revisions (o/w 3 downward revisions) and a rating downgrade on Pharma Mar. The main subjects of debate were i/ the trend in final demand in the con...

Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Jerôme Bodin

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 07/10/2024

Last week we held our fourth ODDO BHF Iberian Forum. The event was fully virtual and took place on October 1 and 2. With 62 Iberian issuers, close to 200 institutional investors and c. 800 meetings, this is one of the largest dedicated Iberian conferences held this year. This note brings together 49 feedback documents, with 5 target price revisions (o/w 3 downward revisions) and a rating downgrade on Pharma Mar. The main subjects of debate were i/ the trend in final demand in the con...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch