Report
Stephane Houri

Infineon Technologies AG : Ça aurait pu être plus (et ça le sera probablement), mais c’est déjà solide

>Opinion Surperformance réitérée et OC relevé à 54 € vs (52 €) - Hier, IFX a publié des résultats T1 2022 > aux attentes sur l’activité et les marges et a relevé ses prévisions 2022 (réaction initiale). Au-delà du contexte défavorable pour la Tech, le marché aurait ‘souhaité’ un upgrade plus agressif. Nous comprenons, à l’écoute de la conférence call, que le management a choisi une approche conservatrice, dans un contexte de supply chain contrainte par la capacité de...
Underlying
INFINEON TECHNOLOGIES AG

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.

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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