6G·

Assessment Aixtron

Good evening everyone,


I built up a position in June after the stock bottomed out and began to recover. Since then, the share has been moving sideways and even slightly down.

The price of ASML has also risen again.

I am optimistic about Aixtron in the long term because it is virtually a monopoly as a shovel seller. I think we are currently still at the bottom of the cycle. Are any of you still invested and can assess the current situation? What is your assessment?

$AIXA (-2,11%)

30.06
Aixtron logo
Acquistato x80 a 15,84 €
1266,80 €
6
8 Commenti

immagine del profilo
I am not invested and will not be. Have no confidence in the management. Targets were often missed and forecasts were missed. Reminds me of $GXI. I know it's a different industry, but the same crap in terms of management.
3
immagine del profilo
@Multibagger ah I think you've posted about this somewhere before. Thanks for your assessment. I can understand that it didn't really bother me personally. I don't find adjustments in this cyclical business that unusual.
1
immagine del profilo
It was in the news this morning: Q3 result
Turnover: -23% to 120 million euros
Incoming orders: -13.5% to 124 million euros
EBIT: from 24 to 13 percent

Car manufacturers are to blame as they are demanding fewer AI chips.
1
immagine del profilo
@Qheherain actually slipped through my fingers this time
immagine del profilo
@Danicx13 I once had the share in my portfolio in 2022. It went up well for a while and I still think the company is good. But I think that the entire automotive industry will stagnate for another 2-3 years as long as people are not forced to switch to electric vehicles.
1
immagine del profilo
Should rise again, but needs patience.
1
immagine del profilo
An interesting long-term investment with a view to energy-saving semiconductors. But still a little too expensive for me at the moment.
1
Maybe they can produce the chips that VW needs 😆 🚀
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