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Pierre FerraguÊ
  • Pierre FerraguÊ

Auto semi: Our cyclical thesis is playing out across the board

The auto and industrial semi markets are recovering following an inventory correction. In this one-slider, we analyze how the recovery is playing out across companies.

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Italgas, Infineon, Swisscom and Telecom It...

Utilities - Italgas: good 1Q25 results and 2i Rete Gas acquisition completed

Pierre FerraguÊ
  • Pierre FerraguÊ

Infineon 2FQ25: Recovery on track, despite tariff uncertainty. Top pic...

Infineon reported 2FQ25 this morning. See below for our take on the print.

Delphine Brault
  • Delphine Brault
Antoine Lebourgeois
  • Antoine Lebourgeois

Legrand: robust Q1 beat on datacentre strength, FY guidance intact

Legrand delivered a positive surprise versus consensus, posting robust organic growth of 7.6%, 270bps above the css of 4.9%, and adj. EBIT margin of 20.7%, up 20bps yoy and 30bps ahead of expectations. Most of the performance was driven by 20.2% growth in the US (38% of group sales) and in particul

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