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X-Fab Silicon Foundries SE: 1 director

A director at X-Fab Silicon Foundries SE bought 185,548 shares at 4.450EUR 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 ...

Emmanuel Matot
  • Emmanuel Matot

X-FAB : Another profit warning

>Q3 results at the bottom of the guidance – sharp drop in sales in the industrial and medical sectors - X-Fab reported its Q3 2024 results yesterday evening. They are at the bottom of the guidance with a -12% drop in revenue to $ 206m (ODDO BHF / consensus = $ 210-209m - reminder Q2 = -10% and Q1 = +4%) and an EBITDA margin down -370bp to 24.4% (ODDO BHF / consensus = 25.5/25.1%).In strategic segments, the group has been experiencing a sharp drop in sales in the ...

Emmanuel Matot
  • Emmanuel Matot

X-FAB : Encore un profit warning

>Résultats T3 tout en bas des guidances – Fort recul des ventes dans l’industrie et le médical - X-Fab a publié hier soir ses résultats T3 2024. Ils s’inscrivent tout en bas des guidances avec un CA en retrait de 12% à 206 M$ (ODDO BHF / consensus = 210/209 M$ - rappel T2 = -10% et T1 = +4%) et une marge d’EBITDA en baisse de 370 pb à 24.4% (ODDO BHF / consensus = 25.5/25.1%).Sur les segments stratégiques, le groupe subit un fort recul de ses ventes dans l’indust...

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Wim Lewi

Morning Notes : ATEB BB, MTLS US, MONT BB, PROX BB, QFG BB, TINC BB, X...

: ATEB BB, MTLS US, MONT BB, PROX BB, QFG BB, TINC BB, XFAB FP, XIOR BB, DEME BB

 PRESS RELEASE

Résultats X-FAB du troisième trimestre 2024

TESSENDERLO, Belgique--(BUSINESS WIRE)-- Regulatory News: X-FAB (BOURSE:XFAB): Faits Marquants relatifs au troisième trimestre 2024 : Chiffre d’affaires trimestriel de 206,4 millions USD, se situant dans la fourchette prévisionnelle de 205-215 millions USD, en recul de 12 % par rapport au 3ème trimestre 2023 et en hausse de 1 % par rapport au 2ème trimestre 2024. Carnet de commandes totalisant 217,1 millions USD, avec un ratio de prise de commandes sur facturation de 1,05. EBITDA de 50,3 millions USD, en recul de 23 % par rapport au 3ème trimestre 2023 et en hausse de 5 % par rapport a...

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

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...

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

ODDO : Semiconductor sales in July 2024 in line with forecasts, still ...

>Worldwide sales in July 2024 in line with our forecasts +18.7% y-o-y vs +18.5% in June - Worldwide semiconductor sales in July 2024 were published by the WSTS (World Semiconductor Trade Statistics) with the usual one-month lag. In terms of the 3-month moving average, sales were $ 51.3bn, in line with our estimate, i.e. +2.5% on a sequential basis and y-o-y growth of +18.7%, after 18.5% in June.Continued strong growth in memory thanks to prices, a slight...

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

ODDO : Ventes de semi-conducteurs de juillet 2024 en ligne avec nos at...

>Ventes mondiales de juillet 2024 en ligne avec nos attentes à +18.7% yoy vs +18.5% en juin - Les ventes mondiales de semiconducteurs de mai 2024 ont été publiées par WSTS (World Semiconductor Trade Statistics), avec (comme toujours) un mois de décalage. En donnée lissées (moyenne de 3 mois), elles ressortent à 51,3 Md$, en ligne avec notre prévision, à +2.5% en séquentiel et en croissance annuelle de +18.7%, après 18.5% en juin.Poursuite de la forte cr...

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi
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