Dialog Semiconductor Plc : Feedback from road show with CEO/CFO – The decline in the risk of a concentration of Apple should see an extension of the re-rating
>Positive message prompts us to reiterate our Buy recommendation, target price lifted to € 40 - Following a road show with Paris with Jalal Bargherli (CEO), Wissam Jabre (CFO) and José Cano (Head of IR), we reiterate our Buy recommendation. We emerged from the road show with a more positive vision, based on the following ideas: 1/ the decline in Apple's sales (from 71% of group sales in 2018 to 30% in 2022e) is well under control (the drop in sales for the main ...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.
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