Infineon Technologies AG : Encore trop tôt, une petite cure d’austérité sur les stocks est nécessaire
>Opinion Neutre réitérée - Cette publication des résultats T2 2019 a été sans surprise majeure sur la guidance (CA de 8 Md€ et MOP de 16%) après l’avertissement de fin mars, mais le ton reste prudent (Lire notre commentaire initial). Face à une demande qui reste atone, le groupe va devoir gérer le niveau des stocks en réduisant sa production, ce qui pèsera sur les marges à court terme. Une fois que les stocks seront revenus à un niveau plus proche des besoins du marc...Infineon Technologies is a semiconductor manufacturing company. The Automotive segment designs, develops, manufactures and markets semiconductors for use in automotive applications. The Industrial Power Control segment designs, develops, manufactures and markets semiconductors for the generation, transmission and economy in the use of electrical energy. The Power Management & Multimarket segment designs, develops, manufactures and markets semiconductors for power supplies, mobile devices and mobile phone network infrastructures. The Chip Card & Security segment designs, develops, manufactures and markets semiconductor-based security products for card applications and networked systems.
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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