Soitec: 1 director

A director at Soitec sold 21,054 shares at 110.045EUR 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...

ODDO BHF Small & MIDCAP MORNING NEWS - 05/29/2024

European economic and environmental policies are unlikely to be significantly disrupted by the elections on 6-9 June. However, the EU has its back to the wall on crucial questions: defence, technological sovereignty, the ecological transition, energy autonomy, the automotive industry, banking and airline industry consolidation. This report gives a recap on the previous mandate and discusses the main challenges for the next mandate for the sectors and stocks most affected by the EU. - ...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/29/2024

European economic and environmental policies are unlikely to be significantly disrupted by the elections on 6-9 June. However, the EU has its back to the wall on crucial questions: defence, technological sovereignty, the ecological transition, energy autonomy, the automotive industry, banking and airline industry consolidation. This report gives a recap on the previous mandate and discusses the main challenges for the next mandate for the sectors and stocks most affected by the EU. - ...

ODDO BHF Small & MIDCAP MORNING NEWS - 29/05/2024

Les politiques économiques et environnementales européennes ne devraient pas être bouleversées par les élections des 6-9 juin. L’UE est toutefois au pied du mur sur des sujets cruciaux : défense, souveraineté technologique, transition écologique, autonomie énergétique, industrie automobile, consolidation bancaire ou aérienne. L’étude fait le bilan de la précédente mandature et dresse les principaux enjeux de la prochaine pour les secteurs et valeurs les plus impactés par l’UE. - ...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 29/05/2024

Les politiques économiques et environnementales européennes ne devraient pas être bouleversées par les élections des 6-9 juin. L’UE est toutefois au pied du mur sur des sujets cruciaux : défense, souveraineté technologique, transition écologique, autonomie énergétique, industrie automobile, consolidation bancaire ou aérienne. L’étude fait le bilan de la précédente mandature et dresse les principaux enjeux de la prochaine pour les secteurs et valeurs les plus impactés par l’UE. - ...

Nvidia beat and raise, AI networking, AI PCs, Industrial semi cycle, a...

As always, during earnings season, we start the week with a wrap-up of what happened in the previous week.

ODDO BHF Small & MIDCAP MORNING NEWS - 05/27/2024 Date Performance sin...

On Wednesday 22 May we hosted our 29th ABN AMRO – ODDO BHF Benelux Forum at ABN AMRO’s headquarters. The forum was attended by 27 listed companies (almost all C-level attendance) and about 80 investors. We hosted roughly 400 meetings overall. - ...

ODDO BHF Small & MIDCAP MORNING NEWS - 27/05/2024 Date Performance dep...

On Wednesday 22 May we hosted our 29th ABN AMRO – ODDO BHF Benelux Forum at ABN AMRO’s headquarters. The forum was attended by 27 listed companies (almost all C-level attendance) and about 80 investors. We hosted roughly 400 meetings overall. - ...

Collaboration to light 40 candles KBCS main key takeaways from ITF Wor...

As a partner of Imec, we had the privilege to be present at one of the leading hardware tech conferences in Europe. With speakers from the biggest companies in the industry such as AMD, TSMC, ASML, TEL, Infineon,… In this note we share our view on the ITF World conference in which AI played a central role. Besides the plenair sessions KBCS hosted multiple breakout sessions with IMEC, Besi and Infineon.

Aixtron SE : Roadshow feedback: no inflection point short term but val...

>Outperform rating and € 35 target price maintained after CFO roadshow - We organised a roadshow in the US and Canada with Aixtron, represented by Christian Danninger (CFO) and Christian Ludwig (HIR). Following the event, we have an unchanged view on the quality of the group’s positioning (expectation of further market share gains to come in SiC) and its long-term growth drivers related to energy efficiency. While we are leaving our forecasts unchanged, we nonetheless...

Aixtron SE : Feedback de roadshow : pas de point d’inflexion à court t...

>Opinion Surperformance et OC de 35 € réitérés après un roadshow CFO - Nous avons organisé un roadshow aux Etats-Unis et au Canada avec Aixtron, représenté par Christian Danninger (CFO) et Christian Ludwig (HIR). Nous en ressortons avec une vision intacte sur la qualité du positionnement du groupe (anticipation de gains de PdM à venir dans le SiC) et ses vecteurs de croissance LT liés à l’efficience énergétique. Si nous maintenons nos prévisions inchangées, nous penso...

Aixtron AG: 1 director

A director at Aixtron AG sold 9,000 shares at 22.718EUR and the significance rating of the trade was 65/100. 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 showi...

Microsoft Build Conference. What did we learn?

Microsoft hosted the annual ‘Build’ conference from May 21st through the 23rd. In this note we share selected thoughts on some of the announcements.

KLA, LAM, AMAT, ASML, TEL model updates post 1Q24

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/24/2024

The underlying themes discussed at the Forum were the materialisation of the transition of business models, management of emerging ESG risks, adaptation of human capital and the challenges of CSR reporting. Among the 35 companies present, six stood out positively, four warrant caution and three are worth rediscovering from an “improvers” angle. - ...

ODDO BHF Small & MIDCAP MORNING NEWS - 05/24/2024 Date Performance sin...

The underlying themes discussed at the Forum were the materialisation of the transition of business models, management of emerging ESG risks, adaptation of human capital and the challenges of CSR reporting. Among the 35 companies present, six stood out positively, four warrant caution and three are worth rediscovering from an “improvers” angle. - ...