Hybridan Small Cap Feast - 23 Feb 24

23rd February 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment obj...

STMicroelectronics N.V. - July 2023 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Q2 2023 STMicroelectronics - Model update

STMicroelectronics N.V. - April 2023 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Bryan, Garnier & Co Technology Daily | WAGA, NEL, STM, SU, ATE, SWP, N...

Sales recede less than expected in Q1 2023

Q1 sales surprised positively, declining by only -4% qoq vs -6% expected by the consensus. STM benefited from its exposure to automotive and industrials (c. 60% in 2022), which offset the strong qoq decline in consumer electronics demand. STM's margins also benefited from a shift in product mix due

Bryan, Garnier & Co Technology Daily | Ekinops, Orange, STMicro, Payme...

STMicroelectronics N.V. - December 2022 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

STMicroelectronics N.V.: Update following positive outlook

Our credit view of this issuer reflects its strong liquidity and conservative balance sheet, offset by its risk of inventory correction following the recent upcycle.

European IDMs risk marginalisation in an electric deglobalisation

We initiate coverage of STM with a SELL rating and a PT of EUR32, and of IFX with a BUY rating and a PT at EUR40. European Integrated Device Manufacturers (IDMs) are facing overlooked risks associated with deglobalisation as China is heavily supporting its semiconductor industry with the aim of sub

Bryan, Garnier & Co Technology Daily | Semiconductors, Eutelsat

STMicroelectronics : the make-or-break point

While STM has so far clearly benefited from the tremendous opportunity offered by the electrification of society, we believe its strategy, fraught with risk, could adversely impact its future performance. After being completely ejected from the advanced logic segment in 2015, the group has indeed m

Moody's changes outlook to positive for STMicroelectronics N.V., affir...

Moody's Investors Service ("Moody's") has today affirmed STMicroelectronics N.V. (ST)'s long term issuer rating at Baa2. At the same time Moody's changed the outlook to positive from stable. "The outlook change to positive reflects ST's continuous strong financial performance as a consequence of t...

STMicroelectronics N.V.: Update to credit analysis

Our credit view of this issuer reflects its strong profitability and moderate leverage against increasing capex and possible cyclical impacts.

STMicroelectronics N.V. - October 2022 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

STMicroelectronics N.V. - July 2022 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

STMicroelectronics N.V. - April 2022 (LTM): Peer Snapshot

Compares key performance metrics against industry peers

STMicroelectronics N.V.: Update following rating upgrade

Our credit view of this issuer reflects its strong liquidity and conservative balance sheet, constrained by its fab ownership partially distinct to competitors.

Moody's upgrades STMicroelectronic's long-term issuer rating to Baa2 f...

Rating Action: Moody's upgrades STMicroelectronic's long-term issuer rating to Baa2 from Baa3, outlook stable. Global Credit Research- 15 Dec 2021. Frankfurt am Main, December 15, 2021-- Moody's Investors Service has today upgraded the long-term issuer rating of STMicroelectronics N.V. to Baa2 from Baa3.

STMicroelectronics N.V. - October 2021 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.