Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Infineon Technologies AG : Un warning à la STM est-il vraiment si certain que cela ?

>Nous réitérons notre opinion Surperfomance, ajustons notre BPA 2024 de ~1% et 25/26 de 3% et notre OC à 46 € vs 48 € - L’avertissement massif de STM la semaine dernière pose la question d’un nouvel avertissement d’IFX, qui publiera ses résultats T3 24 fiscal le 5/08. Le groupe avait indiqué en mai dernier que l’avertissement du T2 24 serait le dernier de l’exercice, ce qui pourrait sembler aujourd’hui être une affirmation ambitieuse. Toutefois, nous avons effectué un...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch