Dialog Semiconductor PLC

Dialog Semiconductor is engaged in creating and marketing mixed signal integrated circuits for personal, portable, hand-held devices, low energy short-range wireless, LED solid-state lighting and automotive applications. Co. has four segments: Mobile Systems, which includes its power management and audio chips for the wireless systems markets; Automotive and Industrial, which markets products that address the safety, management and control of electronic systems in cars and for industrial applications; Connectivity, with activities that include short-range wireless, digital cordless, Bluetooth and VoIP technology; and Power Conversion, which includes its AC/DC converter solutions.
  • TickerDLG
  • ISINGB0059822006
  • SectorTechnology Hardware & Equipment
  • CountryGermany
Fatma Agnès Hamdani

ODDO BHF Small & MIDCAP MORNING NEWS - 08/05/2020

In this report we analyse the notable differences between the published results of phase I tests for COVID-19 vaccines even though, at this stage, it is difficult to compare one trial with another. Phase I results have been positive overall, in terms of both safety (primary challenge) but also efficacy, with all recording the production of neutralising antibodies. We think that the results published by BioNtech and Moderna lend even greater credibility to the mRNA approach. We are sti...

Fatma Agnès Hamdani

ODDO BHF Small & MIDCAP MORNING NEWS - 05/08/2020

Nous analysons ici les différences notables entre les phases 1 publiées sur le vaccin contre la COVID-19, bien qu’il soit, à ce stade, délicat de comparer une étude à une autre. Les résultats de phase 1 sont dans l’ensemble positifs en termes de sécurité (enjeu premier) mais aussi d’efficacité avec la production, pour l’ensemble, d’anticorps neutralisants. Nous croyons que les résultats de BioNtech et Moderna crédibilisent d’autant plus l’approche à ARNm. Nous maintenons notre recomma...

Stephane Houri

Dialog Semiconductor Plc : Better-than-expected Q2 results, Q3 guidance rather in line (but solid)

>Q2 2020 results above expectations - This morning, Dialog reported its Q2 2020 earnings, which were above expectations. Revenues came in at $ 302m at the very high end of the updated guidance of $ 290/305m (previous guidance was $ 260/290m. Latest company consensus was at $ 291m, but the FactSet consensus (probably more up to date) showed $ 298m. Underlying revenues was down 10%, mainly the results of the expected decline in the main PMIC, partially offset by mixed s...

Frederic Yoboue

DIALOG SEMICONDUCTOR: Strong resilience with potential catalysts ahead | BUY | EUR51.5(+29%)

DIALOG SEMICONDUCTOR - BUY | EUR51.5(+29%) Strong resilience with potential catalysts ahead The company sees resilience across the board, but especially from its largest customer A strong recovery in revenue growth in Q3 Build-up of short and long-term opportunities continue

Stephane Houri

Dialog Semiconductor Plc : Better-than-expected Q2 results, Q3 guidance rather in line (but solid)

>Q2 2020 results above expectations - This morning, Dialog reported its Q2 2020 earnings, which were above expectations. Revenues came in at $ 302m at the very high end of the updated guidance of $ 290/305m (previous guidance was $ 260/290m. Latest company consensus was at $ 291m, but the FactSet consensus (probably more up to date) showed $ 298m. Underlying revenues was down 10%, mainly the results of the expected decline in the main PMIC, partially offset by mixed s...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Overweight Global Technology & Industrials The absence of breakdowns in both the US dollar (DXY) and the MSCI EAFE vs. EM ratio along with the positive correlation between the two allows us to continue sticking with EAFE over EM... see charts below. As long as the DXY's uptrend remains intact, we expect EAFE to continue outperforming EM. Below we highlight attractive and actionable themes within developed int'l markets: • Technology and Industrial Manufacturing. Technology and Industrials continue to be two of the most attractive Sectors globally -- overweight. These two Sectors account fo...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, providing further evidence that global equities are going through a bottoming process. • Remain overweight China which is leading global equities higher. RS uptrends remain intact for the Shanghai Composite and MSCI China indexes. In today's report we highlight a number of actionable charts Chinese companies, focusing on less-exploited price patterns... see page 2. • EAFE small- vs large-cap ratio exhibits early signs of bottoming. We view the potential bottom for the MSCI EAFE small- vs. larg...

Frederic Yoboue

DIALOG SEMICONDUCTOR: Dialog reports preliminary revenue at the low end of the guidance | NEUTRAL | EUR26.5

DIALOG SEMICONDUCTOR - NEUTRAL | EUR26.5(+20%) Dialog reports preliminary revenue at the low end of the guidance Preliminary revenue below the consensus Dialog suffered from lacklustre growth of the iPhone Further decrease in revenue in Q1 2019

Stephane Houri

Dialog Semiconductor Plc : Better-than-expected Q2 results, Q3 guidance rather in line (but solid)

>Q2 2020 results above expectations - This morning, Dialog reported its Q2 2020 earnings, which were above expectations. Revenues came in at $ 302m at the very high end of the updated guidance of $ 290/305m (previous guidance was $ 260/290m. Latest company consensus was at $ 291m, but the FactSet consensus (probably more up to date) showed $ 298m. Underlying revenues was down 10%, mainly the results of the expected decline in the main PMIC, partially offset by mixed s...

Frederic Yoboue

DIALOG SEMICONDUCTOR: Strong resilience with potential catalysts ahead | BUY | EUR51.5(+29%)

DIALOG SEMICONDUCTOR - BUY | EUR51.5(+29%) Strong resilience with potential catalysts ahead The company sees resilience across the board, but especially from its largest customer A strong recovery in revenue growth in Q3 Build-up of short and long-term opportunities continue

Stephane Houri

Dialog Semiconductor Plc : Better-than-expected Q2 results, Q3 guidance rather in line (but solid)

>Q2 2020 results above expectations - This morning, Dialog reported its Q2 2020 earnings, which were above expectations. Revenues came in at $ 302m at the very high end of the updated guidance of $ 290/305m (previous guidance was $ 260/290m. Latest company consensus was at $ 291m, but the FactSet consensus (probably more up to date) showed $ 298m. Underlying revenues was down 10%, mainly the results of the expected decline in the main PMIC, partially offset by mixed s...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Semiconductor midcaps Q2 2020 preview

>Q2 marked by the lockdown and uncertainty surrounding the real impact - In a sector with end-markets as varied as semiconductors, it is hard to establish a clear trend. But it is fairly clear that to varying degrees, the different midcaps in the sector have suffered the impact of the lockdowns, both on demand and the supply chain. We are therefore likely to see sales fall by a greater or less extent depending on exposures. Many companies moreover did not give quarte...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Preview T2 2020 midcap semi-conducteurs

>Un T2 sous le signe du confinement et de l’incertitude sur l’impact réel - Dans un secteur aux débouchés aussi divers que celui des semi-conducteurs, il est difficile d’établir une tendance claire. Mais, il est assez évident qu’à des niveaux plus ou moins forts, les différentes midcaps du secteur ont subi l’impact des confinements, aussi bien sur la demande que sur la supply chain. Nous devrions donc voir des CA baisser dans une plus ou moins grande ampleur en fonct...

Fatma Agnès Hamdani

ODDO BHF Small & MIDCAP MORNING NEWS - 08/05/2020

In this report we analyse the notable differences between the published results of phase I tests for COVID-19 vaccines even though, at this stage, it is difficult to compare one trial with another. Phase I results have been positive overall, in terms of both safety (primary challenge) but also efficacy, with all recording the production of neutralising antibodies. We think that the results published by BioNtech and Moderna lend even greater credibility to the mRNA approach. We are sti...

Fatma Agnès Hamdani

ODDO BHF Small & MIDCAP MORNING NEWS - 05/08/2020

Nous analysons ici les différences notables entre les phases 1 publiées sur le vaccin contre la COVID-19, bien qu’il soit, à ce stade, délicat de comparer une étude à une autre. Les résultats de phase 1 sont dans l’ensemble positifs en termes de sécurité (enjeu premier) mais aussi d’efficacité avec la production, pour l’ensemble, d’anticorps neutralisants. Nous croyons que les résultats de BioNtech et Moderna crédibilisent d’autant plus l’approche à ARNm. Nous maintenons notre recomma...

Emmanuel Matot ...
  • Sylvain Goyon, CFA

ODDO BHF Small & MIDCAP MORNING NEWS - 07/20/2020

Discussing a return of inflation may seem irrelevant at a time when there is so much downward pressure on prices (unemployment, raw materials). Inflation swaps are nonetheless picking up. Perhaps this is due to the effects of several long-term trends (ageing of the population, de-globalisation, etc.) combined with base effects on raw materials. While this return is likely to be gradual, it will imply an adjustment of portfolios. Value (banks) and commodities (mining) should benefit, e...

Bruno Cavalier ...
  • Jerôme Bodin
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/20/2020

Discussing a return of inflation may seem irrelevant at a time when there is so much downward pressure on prices (unemployment, raw materials). Inflation swaps are nonetheless picking up. Perhaps this is due to the effects of several long-term trends (ageing of the population, de-globalisation, etc.) combined with base effects on raw materials. While this return is likely to be gradual, it will imply an adjustment of portfolios. Value (banks) and commodities (mining) should benefit, e...

Emmanuel Matot ...
  • Sylvain Goyon, CFA

ODDO BHF Small & MIDCAP MORNING NEWS - 20/07/2020

Parler d’un retour de l’inflation peut sembler hors sujet tant les pressions baissières sur les prix sont nombreuses (chômage, matières premières). Pourtant les swaps d’inflation se redressent. Il faut peut-être y voir les effets de plusieurs tendances de long terme (vieillissement de la population, dé-globalisation,..) conjuguées à des effets de base sur les matières premières. Si ce retour sera probablement graduel, il va impliquer une adaptation des portefeuilles. La value (banques...

An unfavourable environment weighs on DIALOG SEMICON.AG., which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of DIALOG SEMICON.AG. (DE), active in the Semiconductors industry. As regards its fundamental valuation, the title still shows 0 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date February 25, 2020, the closing price was EUR 35.20 and its target price was estimated at EUR 33.44.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Expert Corporate Governance Service (ECGS)

Dialog Semiconductor – AGM 30 April 2020

As Dialog is incorporated in the UK and listed in Frankfurt, the Company is not required to follow, and report against, the UK Corporate Governance Code ("The Code")However, in line with its commitment to maintaining high standards of corporate governance and oversight, the Board has decided to follow The Code to the extent it considers it is beneficial to the good governance of the Company. The contents of the Annual Report are guided by the provisions of the Companies Act 2006.   ITEM 2: Directors'Remuneration Report: the Company seeks shareholder approval of the Directors'Remuneration Rep...

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