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 PRESS RELEASE

EQS-News: Einvernehmliche Amtsbeendigung der Pfeiffer Vacuum Vorstands...

EQS-News: Pfeiffer Vacuum Technology AG / Schlagwort(e): Personalie Einvernehmliche Amtsbeendigung der Pfeiffer Vacuum Vorstandsvorsitzenden Frau Dr. Britta Giesen 09.04.2024 / 13:41 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. PRESSEMITTEILUNG   Einvernehmliche Amtsbeendigung der Pfeiffer Vacuum Vorstandsvorsitzenden Frau Dr. Britta Giesen Asslar, 9. April 2024. Nach Wirksamwerden des Beherrschungs- und Gewinnabführungsvertrags zwischen der Busch-Gruppe und der Pfeiffer Vacuum Technology AG im Mai 2023 und Integration wichtiger ...

Baptiste Lebacq
  • Baptiste Lebacq

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/05/2024

Several themes are set to drive the 2024 proxy season, among them the change of voting policy of ISS and a tipping point for climate resolutions. It will also be the last one before the first CSRD reports. Its long-term impact on Boards could also be underestimated. A wave of appointments of specialized sustainability profiles would upset their balance. We identify the AGMs likely to be play the most decisive role for the companies in the medium term: Alstom, Teleperformance, Worldlin...

Baptiste Lebacq ... (+2)
  • Baptiste Lebacq
  • Emmanuel Matot

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 05/04/2024

Plusieurs éléments animeront les assemblées générales 2024 : changement de politique de vote d’ISS, résolutions climat à un tournant… alors que cette saison est la dernière avant les premiers rapports CSRD. Celle-ci pourrait d’ailleurs avoir un impact long terme sous-estimé sur les conseils. Une vague de nominations de profils spécialisés en durabilité bouleverserait leurs équilibres. Nous identifions les AG les plus déterminantes pour la gouvernance des sociétés à moyen terme : Alsto...

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

ODDO : It really is memory that is saving the semiconductors market

>Global sales for February 2024 up +16.4% y-o-y vs +15.5% in January - Worldwide semiconductor sales in February 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 $ 43.6bn, slightly ahead of our forecast of $ 43.2bn. This represents a sequential decline of 3% (usual seasonal effect in February), but a fresh improvement in full-year growth to +16.4%, after +15.5% in Janu...

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

ODDO : C’est vraiment la mémoire qui sauve le marché des semiconducteu...

>Ventes mondiales de février 2024 à +16.4% yoy vs +15.5% en janvier - Les ventes mondiales de semiconducteurs de février 2024 viennent d’être publiés par le WSTS (World Semiconductor Trade Statistics), avec comme toujours, un mois de décalage. En données lissées (moyenne 3 mois), elles ressortent à 43.6 Md$, légèrement au-dessus de notre prévision de 43.2 Md$. Il s’agit d’une baisse en séquentiel de 3% (saisonnalité normale de février), mais d’une nouvelle améliorati...

 PRESS RELEASE

EQS-News: Der Aufsichtsrat der Pfeiffer Technology AG beschließt neue ...

EQS-News: Pfeiffer Vacuum Technology AG / Schlagwort(e): Personalie Der Aufsichtsrat der Pfeiffer Technology AG beschließt neue Vorstandsstruktur und beruft ein weiteres Vorstandsmitglied 22.03.2024 / 15:45 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. PRESSEMITTEILUNG   Der Aufsichtsrat der Pfeiffer Vacuum Technology AG beschließt neue Vorstandsstruktur und beruft ein weiteres Vorstandsmitglied   Asslar, 22. März 2024. Der Aufsichtsrat der Pfeiffer Vacuum Technology AG hat beschlossen, Herrn Thilo Rau zum Chief Information Offic...

 PRESS RELEASE

EQS-News: The Supervisory Board of the Pfeiffer Vacuum Technology AG A...

EQS-News: Pfeiffer Vacuum Technology AG / Key word(s): Personnel The Supervisory Board of the Pfeiffer Vacuum Technology AG Adopts New Management Board Structure and Appoints Additional Management Board Member 22.03.2024 / 15:45 CET/CEST The issuer is solely responsible for the content of this announcement. NEWS RELEASE   The Supervisory Board of the Pfeiffer Vacuum Technology AG Adopts New Management Board Structure and Appoints Additional Management Board Member Asslar, March 22, 2024. The Supervisory Board of Pfeiffer Vacuum Technology AG has decided to appoint Mr. T...

 PRESS RELEASE

EQS-News: Three Strong Brands Form the Global Busch Group

EQS-News: Pfeiffer Vacuum Technology AG / Key word(s): Miscellaneous Three Strong Brands Form the Global Busch Group 20.03.2024 / 10:30 CET/CEST The issuer is solely responsible for the content of this announcement. Three Strong Brands Form the Global Busch Group Busch Vacuum Solutions, Pfeiffer Vacuum and centrotherm clean solutions are now united under the umbrella of the new Busch Group. Together, they offer an extensive product portfolio and improved customer experience. Headquartered in Germany’s Black Forest, the Busch Group is one of the world’s largest manufactur...

 PRESS RELEASE

EQS-News: Drei starke Marken bilden die globale Busch Group

EQS-News: Pfeiffer Vacuum Technology AG / Schlagwort(e): Sonstiges Drei starke Marken bilden die globale Busch Group 20.03.2024 / 10:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Drei starke Marken bilden die globale Busch Group Busch Vacuum Solutions, Pfeiffer Vacuum und centrotherm clean solutions sind nun unter dem Dach der neuen Busch Group vereint. Zusammen bieten sie ein umfangreiches Produktportfolio und ein verbessertes Kundenerlebnis. Die Busch Group mit Hauptsitz im Schwarzwald ist einer der weltweit größten Hersteller...

Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Charlotte Vaisse
INFINEON INFINEON TECHNOLOGIES AG
FP TOTAL SE
AC ACCOR SA
AMS AMS AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
O2D TELEFONICA DEUTSCHLAND HOLDING AG
EQNR EQUINOR ASA
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
SK SEB SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EN BOUYGUES SA
MUV2 MUNICH REINSURANCE COMPANY
UTDI UNITED INTERNET AG
TNET TELENET GROUP HOLDING NV
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
UCB UCB S.A.
DTE DEUTSCHE TELEKOM AG
01913 PRADA S.P.A.
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
SMHN SUESS MICROTEC AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NFN NFON AG
DRI 1&1 DRILLISCH AG
RMV RIGHTMOVE PLC
ALKAL KALRAY SA
JEN JENOPTIK AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Charlotte Vaisse
INFINEON INFINEON TECHNOLOGIES AG
FP TOTAL SE
AC ACCOR SA
AMS AMS AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
O2D TELEFONICA DEUTSCHLAND HOLDING AG
EQNR EQUINOR ASA
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
SK SEB SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EN BOUYGUES SA
MUV2 MUNICH REINSURANCE COMPANY
UTDI UNITED INTERNET AG
TNET TELENET GROUP HOLDING NV
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
UCB UCB S.A.
DTE DEUTSCHE TELEKOM AG
01913 PRADA S.P.A.
REP REPSOL SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
SMHN SUESS MICROTEC AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NFN NFON AG
DRI 1&1 DRILLISCH AG
RMV RIGHTMOVE PLC
ALKAL KALRAY SA
JEN JENOPTIK AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO : Continuing upturn in January, again driven by memory

>Worldwide sales in January 24 at +15.5% y-o-y vs +12.5% in December 23 - Worldwide semiconductor sales for January 2024 were published this weekend by WSTS (World Semiconductor Trade Statistics), with a month’s lag, as usual. As a three-month moving average, they came in at $ 47.6bn (in line with our forecast), or +15.5% y-o-y after 12.5% y-o-y in December. This gives a sequential decline of 2.1%. Continuing sharp improvement in memory segment, automotiv...

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

ODDO : Poursuite de la reprise en janvier, tiré de nouveau par la mémo...

>Ventes mondiales de janvier 24 à +15,5% yoy vs +12,5% en décembre 23 - Les ventes mondiales de semis de janvier 2024 ont été publiées ce week-end par la WSTS (World Semiconductor Trade Statistics), avec, comme toujours, un mois de décalage. En donnée lissées (moyenne mobile 3 mois), elles ressortent à 47.6 Md$ (en ligne avec notre prévision), soit +15,5% yoy après 12,5% yoy en décembre. Il s’agit aussi d’une baisse en séquentiel de 2,1%. Poursuite de la ...

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

ODDO : 2024: towards a year of strong recovery in the semiconductors m...

>2023: a very positive year on the stock market for the semiconductors sector, with cycle bottom reached, despite lingering uncertainty - 2023 will remain as a very good year for semiconductors, despite persistent uncertainties. In H1 2023, the two largest segments, i.e. smartphones and PCs, which represent 55% of the market alone, saw a marked correction for the second consecutive year. These corrections were followed by the beginnings of an inventory correction in ...

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