Infineon Technologies AG : Pas de désastre sur 2024, le groupe maitrise bien, mais la reprise sera certainement lente sur 2025
>Opinion Surperformance réitérée, OC 46 € inchangé - Suite à la publication hier des résultats T3 24 et du très léger ajustement en baisse de guidance 2024 (que nous avions anticipé et qui est extrêmement limité par rapport à STM), nous réitérons donc notre opinion Surperformance et notre OC (par DCF et SOP) de 46 €. Après la baisse du titre de 20% en un mois (entrainé par le secteur et les mauvais résultats de STM), le titre se paye moins de 8x l’EBITDA 2025. Le poin...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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