Infineon Technologies AG : La fin de la correction de stocks certes, mais pas encore la reprise nécessaire à un véritable rerating du titre
>Opinion Neutre réitérée malgré les commentaires optimistes sur la fin de la correction de stocks - Suite à la publication des résultats T1 2020 (Lien vers notre commentaire initial) marqués par 1/ une activité toujours faible dans l’automobile (CA inférieur aux attentes et BtB toujours e dessous de 1), 2/ une amélioration dans certains segments industriels (IPC) et plus marquée consumer (microphones pour smartphones dans PMM par exemple), 3/ une marge supérieure aux...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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