Nous sortons GALP de notre liste ODDO BHF European Large Caps. La valeur a réalisé une performance de +31,3% depuis son entrée le 20 mars dernier. Notre analyste adopte ce jour une opinion Neutre (vs Surperformance) sur la valeur qui a atteint notre objectif de cours. - ...
>Strong Q1 24 results - This morning, Siltronic reported its Q1 2024 results which were above expectations. Revenues were € 343.5m, 1% above the consensus at € 340m. They were down 4% q-o-q and down 15% y-o-y. While the wafer area sold and sales prices remained nearly stable compared to the previous quarter, the product mix had a slightly negative impact. The gross margin was 20.4% above with consensus at 14.4%. The operating results was € 36m, giving a margin of 10....
>Adjusted EBITDA 13% higher than we expected thanks to TQC - Q1 2024 adjusted EBITDA came to € 188m, up 9.2% and 13% above our estimate for € 166m (€ 131m excluding TQC). Special mention should be made of the contribution from TQC (The Quartz Corporation) which amounted to € 52m in Q1 2024, significantly above our estimate at € 35m (€ 20m in Q1 2023). Excluding TQC, the contribution to EBITDA from the underlying business was in line with our expectations. The Q1 EBITD...
>Strong Q1 24 results - This morning, Siltronic reported its Q1 2024 results which were above expectations. Revenues were € 343.5m, 1% above the consensus at € 340m. They were down 4% q-o-q and down 15% y-o-y. While the wafer area sold and sales prices remained nearly stable compared to the previous quarter, the product mix had a slightly negative impact. The gross margin was 20.4% above with consensus at 14.4%. The operating results was € 36m, giving a margin of 10....
>EBITDA ajusté 13% supérieur à nos attentes grâce à TQC - L’EBITDA ajusté T1 2024 ressort à 188 M€ en hausse de 9.2% et 13% au-dessus de nos attentes à 166 M€ (131 M€ hors TQC). Mention spéciale à la contribution de TQC (The Quartz Corporation) qui s’élève à 52 M€ au T1 2024 significativement supérieure à nos attentes de 35 M€ (20 M€ au T1 2023). Hors TQC, la contribution à l’EBITDA du business sous-jacent ressort en ligne avec nos attentes. La marge d’EBITDA T1 resso...
EQS-News: Siltronic AG / Schlagwort(e): Quartalsergebnis/Quartals-/Zwischenmitteilung Ergebnis der Siltronic AG im ersten Quartal 2024 wie erwartet weiterhin geprägt von Nachfrageschwäche aufgrund erhöhter Kundenbestände 02.05.2024 / 07:01 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Pressemitteilung Siltronic AG Einsteinstraße 172 81677 München Ergebnis der Siltronic AG im ersten Quartal 2024 wie erwartet weiterhin geprägt von Nachfrageschwäche aufgrund erhöhter Kundenbestände - Umsatz gegenüber Vorquartal vor allem aufgr...
EQS-News: Siltronic AG / Key word(s): Quarter Results/Quarterly / Interim Statement As expected, Siltronic's Q1 2024 earnings continue to be impacted by weak demand due to elevated customer inventories 02.05.2024 / 07:01 CET/CEST The issuer is solely responsible for the content of this announcement. Press release Siltronic AG Einsteinstraße 172 81677 Munich As expected, Siltronic's Q1 2024 earnings continue to be impacted by weak demand due to elevated customer inventories - Sales compared to the previous quarter decreased by 3.7 percent to EUR 343.5 million, mainly...
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from Apr 22, 2024 to Apr 26, 2024 AMSTERDAM – April 29, 2024 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated July 1, 2021. The Program was approved by a shareholder resoluti...
Atos : l’Etat souhaite acquérir les activités souveraines du groupe, les besoins de liquidités sont revus à 1,1 md EUR (vs. 0,6 md EUR)Picard : les discussions entre Moez Zouari et Lion Capital auraient reprisDeutsche Bank annonce une provision légale inattendue de 1.3 md EUR pour le T2>...
>Outperform rating reiterated, target price raised to € 35 (vs € 42) - From the Q1 2024 publication we note the announcement of market share gains in SiC (including a top 5 client), lending weight to the idea that Aixtron is well on track to benefit from the transition to 200mm and that 2025 should be a year of strong growth (we are targeting +17%). That said, given the level of order intake in Q1 and guidance for Q2 revenue that fell below expectations, mainly due t...
>We reiterate our Outperform rating after a road show in Paris - We organised a road show in Paris with STMicroelectronics, following in the Q1 2024 earnings publication (Flash in French /Flash in English). The group was represented by Jean Marc Chery (CEO), Lorenzo Grandi (CFO) and the IR team (Celine Berthier and Cedric Pugni). After having sharply downgraded its forecasts for 2024, management revisited the reasons and quantification of the warning, as well as the s...
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