Infineon Technologies AG : Inquiétudes exagérées sur la marge automobile, histoire structurelle plus que jamais en place et valorisation toujours bon marché
>Opinion Surperformance réitérée après la publication du T3 2023 - Suite à la publication hier des résultats T3 2023 globalement en ligne (sauf sur le BPA qui était au-dessus) mais en l’absence de nouveau relèvement de guidance 2023, le titre a fortement baissé (-10%). Sans être inscrit dans le consensus prépublication, ce relèvement était attendu par le marché, au moins sur la marge, au regard des publications des sociétés comparables du secteur. De surcroît, la bais...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.
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.
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