Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €58.60, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 46x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €36.88 per share. New Risk • Jun 09
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 39% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (39% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change). 공시 • May 27
SEMCO Technologies Société anonyme, Annual General Meeting, Jun 29, 2026 SEMCO Technologies Société anonyme, Annual General Meeting, Jun 29, 2026. Location: zac via domitia 165 avenue des cocardieres, castries France Valuation Update With 7 Day Price Move • May 21
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €46.05, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 44x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €38.18 per share. New Risk • Apr 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 29% After last week's 29% share price gain to €45.00, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 26x in the Semiconductor industry in France. New Risk • Feb 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. 공시 • Jan 13
SEMCO Technologies Announces Clément Dupuy Joins as Chief Technical Officer SEMCO Technologies announced appointment of a Chief Technical Officer to lead innovation and co-development of eChucks with customers and prospects. Clément Dupuy joined SEMCO Technologies as Chief Technical Officer. As engineer specializing in materials science and engineering, he has gained solid experience at ECM Group, SEMCO Technologies' parent company, where he worked in the semiconductor and photovoltaic sectors, particularly in innovation. His mission will be to define and lead the Group's technological strategy, accelerate the development of new generations of eChucks, and strengthen co-development initiatives with customers and prospects, in line with our proactive commercial strategy. In this role, he will support the integration of the latest technological advances and industrial processes to meet the needs of the sector: new thermal constraints, increased performance, and process reliability. He will also contribute to expanding the scope of applications for the Group's technologies, particularly in CVD (Chemical Vapor Deposition) and ALD (Atomic Layer Deposition), thin film deposition technologies at the heart of semiconductor industrial processes. Valuation Update With 7 Day Price Move • Jan 09
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €33.47, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €21.03 per share. Buy Or Sell Opportunity • Nov 24
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 1.1% to €25.50. The fair value is estimated to be €21.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 22% per annum over the same time period. Buy Or Sell Opportunity • Oct 02
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 75% to €26.30. The fair value is estimated to be €21.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 22% per annum over the same time period. 공시 • Sep 24
SEMCO Technologies Reaffirms Earnings Guidance for 2025 and 2028 SEMCO Technologies reaffirmed all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%.
For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%. Valuation Update With 7 Day Price Move • Aug 12
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €25.35, the stock trades at a trailing P/E ratio of 39.1x. Average trailing P/E is 35x in the Semiconductor industry in France. 공시 • Jul 30
SEMCO Technologies Société anonyme Reaffirms Earnings Guidance for 2025 and 2028 SEMCO Technologies reaffirms all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%.
For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%. 