Infineon Technologies AG : L’automobile tient vraiment bien, le consumer pourrait mettre plus de temps que prévu à se rétablir
>Confirmation de la solidité de l’automobile, tant sur la croissance que sur la marge - La semaine dernière, IFX a organisé une conférence call de l’activité automobile (~50% des ventes) et a rassuré sur la solidité de cette activité. Pour rappel, elle devrait croître ‘low teens’ en 2024, même avec un marché automobile stable, grâce à l’électrification et l’ADAS. Le groupe a aussi indiqué pouvoir préserver ses marges dans cette division entre 25% et 28% vs un peu plu...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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