Infineon Technologies AG : La guidance 2024 est moins mauvaise que craint, sa réalisation nécessitera un quand même un fort rebond au S2, mais le titre reste fortement décoté…
>Opinion Surperformance réitérée après le T4 23, bonne tenue des fondamentaux, alors que la valorisation intègre bien pire - Suite aux résultats T4 23 > aux attentes, malgré une guidance T1 24 faible, le titre a fortement rebondi (+10%). L’idée qui ressort de cette publication est que la guidance 2024 aurait pu être nettement pire et le T1 24 pourrait être le point bas de ce cycle pour IFX. La société a été rassurante sur la solidité de sa trajectoire dans l’automobil...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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