Infineon Technologies AG : Un relèvement limité par la capacité de production, mais optimisme LT sur l’EV et le SIC
>OC relevé à 32 € vs 30 €, opinion Neutre réitérée - Suite à la publication du T1 2021 (réaction initiale), nous maintenons notre opinion Neutre, mais relevons nos prévisions de 5,3% sur 2021 et 3,1% sur 2022 et notre OC à 32 € vs 30 €. Sans grande surprise, ces résultats ont confirmé l’excellent momentum du marché automobile, la division ATV étant ressortie en croissance séquentielle de 9%, après +29% au trimestre précédent. Sur la base de nos estimations, le titre ...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.