Infineon Technologies AG : Un pari important sur une baisse des stocks de l’industrie à CT mais surtout sur une reprise significative du mass market au S2 2020
>Malgré l’absence de surprise sur les chiffres, une publication saluée pour le pari sur le S2 2020 et une stratégie active de réduction de stocks - Cette publication des résultats T4 2019 a été sans surprise majeure par rapport aux attentes du consensus, notamment sur la guidance 2020 (CA à +5%, MOP à 16%). Mais, le management a décrit un scénario inattendu de forte baisse du CA au T1 (-7% qoq) et de reprise significative dès le T2, qui permettrait au groupe de la co...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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