Infineon Technologies AG : La pente de la reprise du S2 est ambitieuse, mais le point bas est atteint et la valorisation reste raisonnable
>Une bonne résistance aux mauvaises nouvelles, symbole de résistance du modèle et de faible valorisation du titre. Surperformance, OC ajusté à 41 € vs 43 € - Suite à la publication de résultats T1 2024 < aux attentes, avec une guidance T2 2024 faible et un avertissement sur 2024, le titre IFX a finalement bien résisté (-3% après +3% la veille). L’avertissement était bien anticipé, mais probablement pas son ampleur (guidance à 16 Md€ vs 17 Md€ auparavant et un consens...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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