Aixtron is a provider of deposition equipment to the semiconductor industry. Co.'s technology solutions are used by customers to build components for electronic and opto-electronic applications based on compound, silicon, or organic semiconductor materials. The components are used in displays, signaling, lighting, fiber optic communication systems, wireless and mobile telephony applications, optical and electronic storage devices, computing, as well and other technologies. Co. supplies to customers both full production-scale chemical vapor deposition systems and small scale systems for research and development use.
  • TickerA0WMPJ
  • ISINDE000A0WMPJ6
  • SectorTechnology Hardware & Equipment
  • CountryGermany

Analysts

Bruno Cavalier ...
  • Jerôme Bodin
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Veysel Taze

STMicroelectronics N.V. : ODDO BHF SThe 2019 Extel* survey has just named ODDO BHF “number 1 broker on French equities” for the fourth consecutive year. It has also ranked ODDO BHF “number 5 broker on German equities”, five places higher than last year. T

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Bruno Cavalier ...
  • Jerôme Bodin
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Veysel Taze

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/06/2019 L’enquête EXTEL* 2019 vient de désigner ODDO BHF « 1er broker sur les actions françaises » pour la 4ème année consécutive. Elle classe aussi ODDO BHF « 5ème broker sur les actions allema

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Stephane Houri ...
  • Veysel Taze

ODDO : April very close to our expectations, too soon to gauge the impact of the stepping up of the trade war on H2

>Decline of 14.6% in sales y-o-y in April (vs -13% in March) and of 5.9% excluding memories, very close to our estimates - Worldwide semiconductor sales for April 2019 were published at the weekend by WSTS (World Semiconductor Trade Statistics), with a month’s lag, as usual. On a three-month moving average, sales in April came to $ 32.1bn, ahead of our forecast of $ 31.7bn. This represents a -14.6% decline on a full-year basis, after -13% in March. We had been forecas...

Stephane Houri ...
  • Veysel Taze

ODDO : Avril très proche de nos attentes, trop tôt pour évaluer l’impact de l’intensification de la guerre commerciale sur la pente du S2

>Baisse des ventes yoy de 14,6% en avril (vs -13% en mars) et de 5,9% hors mémoires, très proche de nos attentes - Les ventes mondiales de semi-conducteurs d’avril 2019 ont été publiées ce week-end par la WSTS (World Semiconductor Trade Statistics), comme d’habitude avec un mois de décalage. En données lissées (MM3 – Moyennes Mobiles 3 mois), elles ressortent à 32,1 Md$, au-dessus de notre prévision de 31.7 Md$. Il s’agit d’une baisse en données annuelles de -14,6%, a...

Stephane Houri ...
  • Veysel Taze

ODDO : For Huawei, the threat from ARM is much more serious than Google stopping its support

>BBC reveals ARM is halting all contacts with Huawei - The BBC yesterday revealed that the processor designer ARM had requested its empoyees halt all active contracts, technical assistance and ongoing commitments with Huawei. See BBC article. But the company is a UK-based subsidiary of the Japanese group SoftBank, which acquired ARM in 2016. In theory, then, the company should be not be affected by the US decision. However, in its internal memo, ARM states that the ar...

Stephane Houri ...
  • Veysel Taze

ODDO : April very close to our expectations, too soon to gauge the impact of the stepping up of the trade war on H2

>Decline of 14.6% in sales y-o-y in April (vs -13% in March) and of 5.9% excluding memories, very close to our estimates - Worldwide semiconductor sales for April 2019 were published at the weekend by WSTS (World Semiconductor Trade Statistics), with a month’s lag, as usual. On a three-month moving average, sales in April came to $ 32.1bn, ahead of our forecast of $ 31.7bn. This represents a -14.6% decline on a full-year basis, after -13% in March. We had been forecas...

Stephane Houri ...
  • Veysel Taze

ODDO : Avril très proche de nos attentes, trop tôt pour évaluer l’impact de l’intensification de la guerre commerciale sur la pente du S2

>Baisse des ventes yoy de 14,6% en avril (vs -13% en mars) et de 5,9% hors mémoires, très proche de nos attentes - Les ventes mondiales de semi-conducteurs d’avril 2019 ont été publiées ce week-end par la WSTS (World Semiconductor Trade Statistics), comme d’habitude avec un mois de décalage. En données lissées (MM3 – Moyennes Mobiles 3 mois), elles ressortent à 32,1 Md$, au-dessus de notre prévision de 31.7 Md$. Il s’agit d’une baisse en données annuelles de -14,6%, a...

Stephane Houri ...
  • Veysel Taze

ODDO : For Huawei, the threat from ARM is much more serious than Google stopping its support

>BBC reveals ARM is halting all contacts with Huawei - The BBC yesterday revealed that the processor designer ARM had requested its empoyees halt all active contracts, technical assistance and ongoing commitments with Huawei. See BBC article. But the company is a UK-based subsidiary of the Japanese group SoftBank, which acquired ARM in 2016. In theory, then, the company should be not be affected by the US decision. However, in its internal memo, ARM states that the ar...

Stephane Houri ...
  • Veysel Taze

ODDO : Pour Huawei, la menace ARM est beaucoup plus grave que l’arrêt du support de Google

>La BBC révèle que ARM arrête tous les contacts avec Huawei - Hier, la BBC a révélé que le designer de processeurs ARM a demandé à ses employés de mettre fin à ‘tous les contrats actifs, assistances techniques et engagements en cours’ avec Huawei'. Lire l'article de la BBC. L’entreprise est pourtant une filiale britannique du groupe japonais SoftBank, rachetée en 2016. En théorie, l’entreprise ne devrait donc pas être concernée par la décision des États-Unis. Pourtant...

Stephane Houri ...
  • Veysel Taze

ODDO : Behind the Huawei affair lurk fears of an intensification of the trade war and perhaps a structural slowdown in the tech sector

>End of Android support for Huawei, which has been added to Donald Trump’s black list - Just days after the Trump administration’s decree banning US telecoms players from trading with foreign businesses that are deemed “at risk”, Google has decided to apply this decision to Huawei. As such, Google will no longer supply software, IT hardware or technical services to Huawei, with the exception of those featuring in the Android Open Source Project (AOSP), a free access v...

Bruno Cavalier ...
  • Jerôme Bodin
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Veysel Taze

STMicroelectronics N.V. : ODDO BHF SThe 2019 Extel* survey has just named ODDO BHF “number 1 broker on French equities” for the fourth consecutive year. It has also ranked ODDO BHF “number 5 broker on German equities”, five places higher than last year. T

...

Bruno Cavalier ...
  • Jerôme Bodin
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Veysel Taze

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/06/2019 L’enquête EXTEL* 2019 vient de désigner ODDO BHF « 1er broker sur les actions françaises » pour la 4ème année consécutive. Elle classe aussi ODDO BHF « 5ème broker sur les actions allema

...

Alain William ...
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Steven Gould
  • Veysel Taze

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/23/2019

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Alain William ...
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Steven Gould
  • Veysel Taze

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/05/2019

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Alexandre Iatrides ...
  • Olfa Taamallah
  • Samantha Jeary
  • Stephane Houri
  • Sven Edelfelt
  • Sylvain Goyon
  • Veysel Taze
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/21/2019

Two weeks ago, it seemed rational to tilt our allocation more towards cyclicals and away from defensives (macro, expensive nature of the growth/quality theme). Alas! Donald Trump has gotten involved, rekindling volatility and considerably reducing visibility. What can we do when the search for security is once again pushing yields down, which is favourable for long-term sectors, often synonymous with quality but too expensive? Favour the cash flow/distribution trade combined with an a...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Developed Markets Leadership Chart Book

Europe in focus The U.S. dollar continues to grind marginally higher, and EM equities have suffered as a result. Meanwhile, RS for the MSCI EAFE index is bottoming when compared to the MSCI EM index, largely due to outperformance in Europe. With developed int'l markets beginning to outperform emerging markets, we recommend adding exposure to the developed int'l space. Below we highlight attractive and actionable themes within developed int'l: • Europe & Japan: Though this is an all-encompassing bottoms-up chart book for developed ex-U.S., make no mistake, the vast majority of today's buy rec...

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