Report
Frederic Yoboue

Semiconductors: Q4 top picks: recovery is taking shape but not everywhere, Soitec is our top pick for Q4

Semiconductors
Q4 top picks: recovery is taking shape but not everywhere, Soitec is our top pick for Q4

As expected, H2 2019 is showing some signs of turnaround
Uncertainties remain for industrial and automotive applications
Looking ahead: no significant uptick expected in 2020
Soitec is our top pick for the end of this year
Underlying
Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Frederic Yoboue

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