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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...

Infineon: Near-term downside priced in. Attractively valued for the lo...

As a follow-up to the work we published two weeks ago, which called for a downcycle in the auto semiconductor market, we review our expectations for Infineon. In summary, we expect Infineon to outperform the broader market, driven by a favorable exposure to xEVs and microcontroller share gains. We still see downside to expectations over the next 12 months, but from a stock perspective, we find the company attractively valued ahead of another leg of strong secular growth beyond this year.

INFINEON INFINEON TECHNOLOGIES AG
2h / 35m 2h / 35m 1 EN
Ben Rickett ... (+2)
  • Ben Rickett
  • James Ratzer
EUR 9326.00
TIT Telecom Italia ...

Telecom Italia bond election process: NetCo vs. ServCo? NetCo outlook...

With the AGM now behind us, it looks like the NetCo sale is going ahead, and bondholders now need to elect between staying at TIM ServCo or shifting to the NetCo. We believe the consensus view from bondholders is to follow the assets and to elect to switch to NetCo.

TIT TELECOM ITALIA S.P.A.
3h / 27m 3h / 27m 1 EN
James Ratzer
  • James Ratzer
EUR 9326.00
CLNX Cellnex Telecom...

Cellnex (Neutral, €34, +9%) Q1 24 – Steady quarter with M&A news to co...

Financial results in the quarter were in line with expectations with modest underlying tenancy growth and there were no material new updates on M&A.

CLNX CELLNEX TELECOM S.A.
10h / 58m 10h / 58m 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
TSLA TESLA INC
AAPL APPLE INC. ... (+4)

STM 1Q24: Auto & industrial cycles hit

STMicro reported 1Q24 earlier this morning, see for our take and implications for the value chain.

TSLA TESLA INC
AAPL APPLE INC.
STM STMICROELECTRONICS NV
IFX INFINEON TECHNOLOGIES AG
22h / 1m 22h / 1m 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
FB FACEBOOK INC. CLASS A
22h / 43m 22h / 43m 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
22h / 51m 22h / 51m 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
04/25/24 April 25, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
04/24/24 April 24, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
04/24/24 April 24, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
NVDA NVIDIA Corporat...
AMD Advanced Micro ...

What does TPUv5 tell us about competitive dynamics between ASICs and G...

We published last year a full review comparing the TCO of TPUv4 to Nvidia A100 and H100. Today, we update this analysis, adding TPUv5p to the picture.

NVDA NVIDIA CORPORATION
AMD ADVANCED MICRO DEVICES INC.
04/22/24 April 22, 2024 1 EN
James Ratzer
  • James Ratzer
EUR 9326.00
DTE Deutsche Teleko...
VOD LN VODAFONE GROUP

German FTTH/ altnet deep-dive update Dynamics still supportive for th...

We update our forecasts for the German FTTH/ broadband market. Although we now forecast slower broadband market growth in Germany than previously, we believe the dynamic remains attractive for the larger players: DT & Vodafone

DTE DEUTSCHE TELEKOM AG
VOD LN VODAFONE GROUP
04/22/24 April 22, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
LRCX Lam Research Co...
AMAT Applied Materia... ... (+6)

Chinese WFE imports down 17% in 1Q24. Our quick take.

Chinese customs released data on monthly WFE imports this morning.

LRCX LAM RESEARCH CORPORATION
AMAT APPLIED MATERIALS INC.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
ASML ASML HOLDING N.V.
ASML HOLDING NV
04/20/24 April 20, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
04/19/24 April 19, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
04/19/24 April 19, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
NOKIA NOKIA OYJ
NOAA NOKIA TRADEGATE EXCHANGE
04/19/24 April 19, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
04/18/24 April 18, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
ASML ASML HOLDING N.V.
ASML HOLDING NV
04/18/24 April 18, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
TSLA TESLA INC

Tesla ahead of the print – Updated thoughts on all topics, but the qua...

There has been a lot of news flow on Tesla recently on FSD, Robotaxi, Model 2, and underlying demand. Ahead of the print next week, we provide our updated perspective on all topics in today’s note.

04/17/24 April 17, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
ASML ASML HOLDING N.V.
ASML HOLDING NV
04/17/24 April 17, 2024 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
04/17/24 April 17, 2024 1 EN
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