SILTRONIC AG NA O.N. WKN: WAF300 ISIN: DE000WAF3001 Kürzel: WAF Forum: Aktien Thema: Hauptdiskussion

Wirre Aussage. KGV 0,8x Das Kurs-Buchwert-Verhältnis (P/B) liegt bei 0,8x

Recht Du hast! Deepl hat das falsch übersetzt: We analyzed industry peers to shed light on trends in the silicon wafer industry and reassessed our investment case, asking: “Is the worst behind for Siltronic?” We believe sales bottomed in Q1’24 and are now gradually rebounding, supported by surging demand for 300mm wafers driven by AI, smartphones, and PCs. On the flip side, shipment of 200mm wafers remains sluggish due to persistently weak industrial demand, softness in automotive, and slower-than-expected destocking across all segments. That said, Siltronic’s target of EUR 2.2bn in sales and EBITDA margins reaching the high thirties by 2028 is bold yet achievable, supported by megatrends, the FabNext facility, and an improved product mix. Trading at a P/B of 0.8x, Siltronic offers limited downside risk and significant upside potential, with a base case return of 165% based on 7x EV/EBITDA if targets are met. In light of evolving trends, we have adjusted our estimates and reiterate our BUY recommendation with an unchanged price target of EUR 92.00. Head of IR Verena Stütze will provide further insights at the mwb research German Select online conference on 3 December, interested investors are invited to register here: https://research-hub.de/events/registration/2024-12-03-14-30/WAF-GR

Irgendwas läuft da hinter den Kulissen, nur meine Meinung . Es kommt ja nicht mal an einem Tag eine Gegenbewegung , der Kurs wie festgefahren.

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