Report
Stephane Houri

Dialog Semiconductor Plc : Pendant la crise COVID-19, Dialog poursuit sa transformation, avec désormais une valorisation difficile à ignorer…

>Message positif (hors COVID-19) lors d’un roadshow CEO à Paris - Nous avons organisé une journée de roadshow avec Jalal Bagherli (CEO) et José Cano (Head of IR) de Dialog Semiconductors et en ressortons avec la conviction renforcée que 1/ le groupe gère bien la baisse rapide du CA d’Apple pour la principale puce de Power Management (main PMIC), 2/ la relation avec Apple se passe bien et le groupe gagne régulièrement des nouveaux contrats (certains significatifs), 3/...
Underlying
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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Stephane Houri

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