Report
Stephane Houri

Infineon Technologies AG : Croissance structurelle + augmentation programmée des capacités de production = Opinion surperformance, OC relevé à 48€ (vs 46€)

>Opinion Surperformance répété et OC relevé à 48€ (vs 46€) après le CMD - Hier, IFX a tenu son CMD virtuel, qui s’est révélé être un solide point d’étape, comme nous l’anticipions. Il a permis 1/ de confirmer l’excellente la visibilité sur 2022, liée à une forte demande et à une stratégie claire d’augmentation des capacités de production en interne et 2/ de présenter de nouveau les 2 grands thèmes qui façonnent la stratégie et tirent la croissance structurelle du gro...
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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