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Siltronic maakt de wafers voor de industrie. Als die goede zaken doen, dan betekent dat dat de onderstroom in de industrie goed zit. k/w op lopende wpa is 12. Iets goedkoper dus dan ASML.
BUZZ-Siltronic: Jefferies says 'buy' as recovery is imminent
08:34 (02/09) - Bron: Reuters
** Jefferies initiates coverage of German chipmaker Siltronic at "buy", saying the imminent recovery,growth cycle is not priced in yet
** The broker expects a better pricing discipline, already visible in Q2, to provide some protection for margins in 2020, and, combined with higher capacity utilization, to boost the top-line and profitability from 2021
** It adds a memory market recovery in 2021, strong data centre growth, and the adoption of 5G and EV, are expected to be significant medium-term volume drivers
** Demand for 300mm wafers growing toward peak capacity could lead to another price upswing, Jefferies says