NXP SEMICONDUCTORS NV

NXP Semiconductors is a holding company. Through its subsidiaries, Co. is engaged as a global semiconductor company and a long-standing supplier in the industry. Co. provides High-Performance Mixed-Signal and Standard Product solutions. Co.'s product solutions are used in automotive, identification, wireless infrastructure, lighting, industrial, mobile, consumer and computing applications. Co. engages with original equipment manufacturers (OEM) and sell products in all major geographic regions.
  • TickerNXPIN
  • ISINNL0009538784
  • ExchangeMexican Stock Exchange
  • SectorTechnology Hardware & Equipment
  • CountryNetherlands
Valens Research

Valens Equity Insights and Inflections - 2020 07 21

WGO currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with an 18.0x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 26% in 2019 to 18% in 2024, accompanied by 3% Uniform asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to drop to 12% levels in 2020, amidst coronavirus-driven headwinds, before recovering to just 21% in 2021, accompanied by 9% Uniform asset growth as a result of the firm's acquisition of Newmar Corp. That said, management is confident about their acquisit...

Valens Research

NXPI - Embedded Expectations Analysis - 2020 07 20

NXP Semiconductors N.V. (NXPI:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 25.4x Uniform P/E. Even at these levels, the market has bearish expectations for the firm, and management may be concerned about their balance sheet, customer relationships, and automotive revenues Specifically, management may be exaggerating balance sheet and liquidity strength, their focus on cost during challenging times, and the resilience of their customer relationships. Furthermore, management may have concerns about the reliability of traditional demand indic...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

MSCI ACWI, STOXX 600 Breaking Out The market continues to feed off of optimism surrounding the US-China “phase one” trade deal. Boris Johnson's UK election victory has added an additional tailwind, particularly in the UK and Europe, where the UK's FTSE 250 and the STOXX Europe 600 indexes are breaking out to all-time highs. At some point the euphoria is likely to wear off, but with continued global bullish developments, it remains our belief that pullbacks should be bought and that global equities are in the early stages of a broad-based advance. • Sector Relative Strength Rankings (RSR) & W...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Market remains in purgatory Purgatory is a reference we have used to describe the state of the market numerous times throughout 2019, and we believe this remains the case. Technical signals continue to suggest that while there are little-to-no signs for us to expect impending doom (economic data notwithstanding), there is also little to suggest an imminent broad market rally. Until these signals begin leading us one way or the other, our neutral outlook remains appropriate. • Small-caps, Transports, Banks. Small-caps underperforming large-caps remains on our list of concerns as it has for mo...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: U.S. Equity Strategy

STRATEGY: Rotations in Progress As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever supply disruption in history. Investment managers are likely caught on the wrong side of the Energy Sector move and were very underweight as the Sector's performance has, year-to-date, been nothing but an anchor on performance. The age old adage of “parabolic moves often don't end well” can be applied to those areas going in either direction, up or down. These events as we have seen throughout history often mark a top...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading equal-weight Energy Of the ten items highlighted in last week's Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted Energy and UK/European Financials are breaking out. Just as important, the other eight items have not deteriorated significantly. This only serves to add to our already positive outlook as equities are poised to test all-time highs. • Upgrading equal-weight Energy to market weight. Energy equities are waking up and beginning to respond to higher crude oil prices. We are upgrading equal-weight Energy to market weight as ...

Valens Research

Valens Equity Insights and Inflections - 2020 07 21

WGO currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with an 18.0x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 26% in 2019 to 18% in 2024, accompanied by 3% Uniform asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to drop to 12% levels in 2020, amidst coronavirus-driven headwinds, before recovering to just 21% in 2021, accompanied by 9% Uniform asset growth as a result of the firm's acquisition of Newmar Corp. That said, management is confident about their acquisit...

Valens Research

NXPI - Embedded Expectations Analysis - 2020 07 20

NXP Semiconductors N.V. (NXPI:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 25.4x Uniform P/E. Even at these levels, the market has bearish expectations for the firm, and management may be concerned about their balance sheet, customer relationships, and automotive revenues Specifically, management may be exaggerating balance sheet and liquidity strength, their focus on cost during challenging times, and the resilience of their customer relationships. Furthermore, management may have concerns about the reliability of traditional demand indic...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Stick With Global Technology Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view remains unchanged; overhead longer-term resistance on the MSCI EM, EAFE, and ACWI ex-US indexes (all priced in local currency) is something to be aware of, however if the ACWI-US is above $70 our intermediate-term outlook remains bullish and we suggest buying any dips. · Index Overviews. Global (MSCI EM, EAFE, and ACWI ex-US indexes) and major country indexes (S&P 500, EURO STOXX 50, TOPIX) are in a consolidation ...

Valens Research

Valens Equity Insights and Inflections - 2020 03 31

BSX currently trades below recent averages relative to UAFRS-based (Uniform) Earnings, with an 18.2x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fade from 30% in 2019 to 23% in 2024, accompanied by 3% Uniform Asset growth. However, analysts have bullish expectations, projecting Uniform ROA to improve to 34% by 2021, accompanied by 1% Uniform Asset growth. In addition, they are confident about their operational revenue growth, brain modulation and SCS portfolios, and the potential of WATCHMAN FLX. Current valuations appear to be pricing in overly beari...

Valens Research

NXPI - Embedded Expectations Analysis - 2020 03 25

 NXP Semiconductors N.V. (NXPI:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 12.5x Uniform P/E. At these levels, the market has bearish expectations for the firm, and management may be concerned about their revenue, portfolio of solutions and products, and strategy execution  Specifically, management may have concerns about continued revenue weakness and the sustainability of revenue growth from the auto segment. Moreover, they may be overstating the potential of the Marvell acquisition, the traction with their solutions portfolio aro...

An increasingly favourable environment allows NXP SEMICONDUCTORS NV to improve to Neutral

The independent financial analyst theScreener just upgraded the general evaluation of NXP SEMICONDUCTORS NV (US), a company active in the Semiconductors industry. As regards its fundamental valuation, the title confirms its rating of 3 out of 4 stars while its market behaviour remains as risky. theScreener believes, however, that a more enabling environment allows the title to increase its general evaluation to Neutral. As of the analysis date May 5, 2020, the closing price was USD 99.20 and its expected value was estimated at USD 96.72.

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)

NXP Semiconductors – AGM 27 May 2020

ECGS notes that as a result of the Covid-19 pandemic the AGM will be held as an electronic meeting only. Consequently, it will not be possible to attend the AGM in person.   In general, NXP Semiconductors ("NXP") is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting.   Under ITEMS 3a-3h, it is proposed to (re-)elect the board of directors.   In view of concerns over aggregate time commitments, ECGS recommends to vote OPPOSE to the re-election of: Mr. Josef Kaeser (ITEM 3d).   Under ITEM 6 authorisation is sought to repurch...

Expert Corporate Governance Service (ECGS)

NXP Semiconductors - AGM 17 June 2019

In general, NXP Semiconductors ("NXP") is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEMS 3a-3h, it is proposed to (re-)elect the board of directors. In view of concerns over aggregate time commitments, ECGS recommends to vote OPPOSE to the re-election of: Mr. Josef Kaeser (ITEM 3d), Ms. Lena Olving (ITEM 3e), Ms. Julie Southern (ITEM 3g) and Mr. Karl-Henrik Sundström (ITEM 3j). Under ITEM 5, the board of directors seeks approval of a LT incentive plan and the directors' fees. ECGS is categorically NOT in favour...

Expert Corporate Governance Service (ECGS)

Proxy Report 22/06/2018

On 27 October 2016, Qualcomm Incorporated and NXP Semiconductors N.V. announced a definitive agreement, unanimously approved by the boards of directors of both companies, under which Qualcomm will acquire NXP. Pursuant to the agreement, a subsidiary of Qualcomm will commence a tender offer to acquire all of the issued and outstanding shares of NXP for USD 110.00 per share in cash, representing a transactionagreement value of approximately USD 38,5bn. At the EGM of 27 January 2017, shareholders of NXP approved the purchase plans. Pending the receipt of certain regulatory approvals, most notably...

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