Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Infineon Technologies AG : Quand davantage de mauvaises nouvelles signifient (peut-être) la fin des mauvaises nouvelles…

>Opinion Surperformance réitérée, malgré les guidances très prudentes pour 2025, OC révisé à 36 € vs38 € - Suite à des résultats T4 24 > aux attentes (First take) et malgré des guidances T1 25 et 2025 inférieures aux attentes les plus basses du consensus (y compris la nôtre avec l’hypothèse d’une croissance zéro), le titre a rapidement rebondi durant la conférence call (+3,5% en clôture). L’idée qui ressort de cette publication est que le groupe a, cette fois-ci, pro...
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

Stephane Houri

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