Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Infineon Technologies AG : Infineon va réviser en baisse ses prévisions sur 2024, la question est de savoir de combien de plus que ce qu’a déjà intégré le consensus

>La sous-performance du titre YTD et sa valorisation protège d’une très probable nouvelle séquence de révisions en baisse, opinion Surperformance maintenue - Les résultats T1 24 seront publiés demain matin avant l’ouverture. Ils devraient être proches des attentes, mais la probabilité d’un abaissement de la guidance annuelle est très forte en raison 1/ des forex, mais aussi 2/ probablement comme les concurrents (STM et Ti notamment) d’une faiblesse plus prononcée que ...
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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