Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Infineon Technologies AG : En bonne position pour relever encore sa guidance 2023 plus tard dans l’année, sauf si le dollar continuait de glisser significativement face à l’euro

>Opinion Surperformance réitérée, OC relevé à 46 € vs 42 € - Suite à la publication des résultats T1 23 supérieurs aux attentes et au maintien de la guidance 2023 malgré l’évolution défavorable de l’€/$, nous réitérons notre opinion Surperformance, relevons nos prévisions de 12% sur 2023, ainsi que notre OC de 42 € à 46 €. Selon nous, les deux idées clés qui ressortent de cette publication sont que 1/ la guidance 2023 implique un scénario suffisamment prudent sur le S...
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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