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Edison Investment Research

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Equity Bottom-Up

<p>PVA TePla’s key competence lies in the very precise handling of vacuum, extreme pressure and temperatures. This is crucial for applications in industrial and semiconductor manufacturing that have high end-requirements on the purity/conformality of materials. Originating from Pfeiffer Vakuumtechnik, the company has evolved from producing mostly very large vacuum systems for industrial applications like diffusion bonding to producing Silicon (Si)/ Silicon Carbide (SiC)/Germanium crystal-growing systems for wafer production in the semiconductor industry and advanced metrology solutions. The latter activity was born from the need for very precise measurement systems for the company’s own processes and was further developed commercially. PVA TePla has a largely outsourced production model and a global client base. Revenues have grown from €97m in 2018 to €205m in 2022, largely driven by the company’s semiconductor activities.</p>

PVA TePla’s key competence lies in the very precise handling of vacuum, extreme pressure and temperatures. This is crucial for applications in industrial and semiconductor manufacturing that have high end-requirements on the purity/conformality of materials. Originating from Pfeiffer Vakuumtechnik, the company has evolved from producing mostly very large vacuum systems for industrial applications like diffusion bonding to producing Silicon (Si)/ Silicon Carbide (SiC)/Germanium crystal-growing systems for wafer production in the semiconductor industry and advanced metrology solutions. The latter activity was born from the need for very precise measurement systems for the company’s own processes and was further developed commercially. PVA TePla has a largely outsourced production model and a global client base. Revenues have grown from €97m in 2018 to €205m in 2022, largely driven by the company’s semiconductor activities.

PVA TePla - Increasing semiconductor market exposure

Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>The June 2023 index changes for the DAX index family were confirmed after the close yesterday.</li>
<li>As expected, there were no changes announced for the DAX index.</li>
<li>There will be four changes for MDAX, one change for SDAX, and one change for TecDAX.</li>
</ul>


The June 2023 index changes for the DAX index family were confirmed after the close yesterday.
As expected, there were no changes announced for the DAX index.
There will be four changes for MDAX, one change for SDAX, and one change for TecDAX.


Quiddity Flow Expectations for DAX Jun 23 Rebal: Evotec Is the Main Surprise

Germany

PVA TePla AG manufactures equipment for producing and processing high-tech industrial materials.  The Company's products apply high temperatures, in a vacuum, and in the presence of plasma for use by the semiconductor, hard metal, electrical/electronic, and food industries.

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PVA TePla (TPE GR)

PVA TePla - Increasing semiconductor market exposure

PVA TePla’s key competence lies in the very precise handling of vacuum, extreme pressure and temperatures. This is crucial for applications in...

Edison Investment Research

Quiddity Flow Expectations for DAX Jun 23 Rebal: Evotec Is the Main Surprise

Drug discovery company Evotec AG (EVT GR) was a surprise addition to the MDAX index. The stock was previously an ineligible candidate but its...

Janaghan Jeyakumar, CFA

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