Report
Stephane Houri

STMicroelectronics N.V. : ST finira par faire du M&A ‘structurant’, mais nous sommes très réservés sur les hypothèses Melexis, Dialog et (encore plus) Siltronic

>Nous ne croyons pas que ST soit acheteur de Melexis ou Dialog…Renesas manifestement est acheteur de ce dernier… - Vendredi, Milano Finanza a indiqué que, selon des sources financières, ST envisagerait l’acquisition d’un fabricant européen de semi-conducteurs, ayant une capitalisation boursière de l’ordre de 4 Md€. Le nom de la cible n’a pas été révélé, mais Siltronic, Dialog et Melexis ont été cités. Nous pensons qu’aucun de ces 3 noms n’est dans la stratégie de M&A ...
Underlying
STMicroelectronics NV

STMicroelectronics is a global independent semiconductor company that designs, develops, manufactures and markets a broad range of semiconductor integrated circuits (“ICs”) and discrete devices. Co. offers a diversified product portfolio and develops products for a wide range of market applications, including automotive products, computer peripherals, telecommunications systems, consumer products, industrial automation and control systems. Within its diversified portfolio, Co. is focused on developing products that leverage its technological strengths in creating customized, system-level solutions with digital and mixed-signal content.

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
Stephane Houri

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