Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Infineon Technologies AG : Des bons résultats, mais dont l’interprétation reste otage du débat bull/bear sur le momentum du secteur

>Opinion Surperformance réitérée après la publication du T2 23 - Suite à la publication des résultats T2 23 supérieurs aux attentes (Détail des résultats) et à un nouveau léger relèvement de la guidance 2023 (malgré l’évolution défavorable de l’€/$), nous réitérons notre opinion Surperformance, relevons nos prévisions 2023/25 de 2% en moyenne et maintenons notre OC à 50 €. Sur la base de nos prévisions, le titre se traite 7,4x l’EBITDA 2023, très en dessous de sa moye...
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
Martin Marandon-Carlhian

Stephane Houri

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