|2023/02/02 / Erste Group Research|
AT&S: Langfristige Nachfragetrends intakt, aber kurzfristige Marktschwäche
Auch AT&S spürte in ihrem abgelaufenen 3. Quartal 2022/23 das rauere Marktumfeld. Die schleppende PC-Nachfrage, erhöhte Lagerbestände, sowie die Verschiebung der heterogenen Server CPUs von Intel beeinträchtigten auch den kurzfristigen Finanzausblick. Mittelfristig bestätigte das Unternehmen aber seinen Wachstumspfad. Die großen Trends der Digitalisierung und Elektrifzierung sind weiter intakt.
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|Author||Erste Group Research|
|Topic in focus||Equities|
|Economy in focus||Austria|
|Currency in focus||Euro|
|Sector in focus||Automobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Oil & Gas, Real Estate, Technology, Telecommunications, Travel & Leisure, Utilities|
|Name||ISIN||# Erste Group products|
|DO & CO||AT0000818802||0|
|Marinomed Biotech AG||ATMARINOMED6||0|
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