Report
Martin Marandon-Carlhian

Infineon Technologies AG : Le retard du titre par rapport au secteur devient difficile à justifier

>Le titre est en retard, malgré une performance toujours aussi solide – Opinion Surperformance, OC de 35 € (vs 30 €), BPA 22/23e relevés de 9% - Suite à une très bonne publication (Lien vers notre réaction initiale), nous réitérons notre opinion Surperformance et relevons notre OC à 35 € (vs 30 €). Nous révisons en hausse nos BPA de 10% sur 2022e (en nous alignant avec la guidance annuelle) et de 7% sur 2023e. Le titre a progressé de 5% hier en raison d’un excellent ...
Underlying
INFINEON TECHNOLOGIES AG

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Martin Marandon-Carlhian

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