Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Infineon Technologies AG : Still well positioned to capture structural growth in electrification and digitalisation

>Outperform rating confirmed following a roadshow in US/Canada - Following a roadshow with Infineon in North America (New York, Montreal), we confirm our Outperform rating, forecasts and € 50 target price. The group's profile remains very attractive, given its limited exposure to consumer (20% of sales), but significant exposure to automotive (50% of sales) and to industry (30% of sales). More specifically, it boasts very strong exposure to megatrends in electrificati...
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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