Dialog Semiconductor Plc : Feedback de roadshow CEO/CFO – La baisse du risque de concentration d’Apple devrait permettre la poursuite du rerating
>Message positif, nous réitérons notre opinion Achat, OC relevé à 40€ - Suite à un roadshow à Paris avec Jalal Bargherli (CEO), Wissam Jabre (CFO) et José Cano (Head of IR), nous réitérons notre opinion Achat. Nous ressortons de cette journée avec une vision plus positive, basée sur les idées suivantes : 1/ la baisse du CA Apple (qui doit passer de 71% du CA groupe en 2018 à 30% en 2022) est bien maitrisée (la chute des ventes pour le principal PMIC est amortie ...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.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.