Expecting Solid Deliveries Next Week from Musk & Co......Mojo is Back ...

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Tesla Deliveries: China drives growth; steady share gains in the rest ...

Tesla reports 3Q24 deliveries next week.

PSA Technology / Semiconductors: Micron and the AI Bubble

Micron’s FY24 results are a reminder that the chip industry is still doing well. Pelham Smithers considers what is reflected in the shares price of the wafer fab equipment makers and highlights two Japanese plays that offer undemanding valuations.

Mobileye: What happened with Zeekr? Implications?

Mobileye reported 2Q24 yesterday.

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

The Tech Infrastructure Quarterly Bible 2Q24

We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/12/2024

We have upgraded our target price from € 43.4 to € 45.3 which factors in the growth strategy out to 2027 (EBITDA +5% to 6% p.a.) whereas the share price implies decrease of 0.65% p.a. The strategic GreenUp plan is based on three booster businesses that should see a gradual acceleration and will involve asset rotation. An accretive re-profiling in terms of EPS, and with no repercussions for the leverage limit, could also show through with minority buyouts for the regulated water operat...

Infineon Technologies AG : Infineon makes rapid advances in 300 mm to ...

>GaN 300 mm, a major step forward in a still fledgling market - Yesterday, Infineon announced that it was the first to have developed technology to facilitate the volume production of gallium nitride (GaN) wafers in 300 mm. GaN is a power semiconductor like conventional silicon (Si) and silicon carbide (SiC), which makes it possible to address applications at lower voltages than SiC, but with better performance than conventional silicon. It is destined for end market...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/09/2024

Nous relevons notre objectif de cours de 43.4 € à 45.3 € qui intègre la stratégie de croissance à 2027 (EBITDA +5% à 6%/an) alors que le cours de Bourse sous-tend une baisse de 0.65%/an. Le plan stratégique GreenUp repose sur trois métiers Boosters qui doivent connaitre une accélération graduelle et impliquer des rotations d’actifs. Un reprofilage relutif en termes de BPA, et sans conséquence sur la limite de levier, pourrait aussi intervenir par le biais de rachats de minoritaires de...

Infineon Technologies AG : IFX avance rapidement dans le GaN en 300 mm...

>GaN en 300 mm, une avancée importante sur un marché encore naissant - Infineon a annoncé hier être le premier à avoir développé la technologie permettant de fabriquer en volume des wafers de nitrure de gallium (GaN) en 300 mm. Le GaN et un semiconducteur de puissances à l’instar du silicium classique (Si) et du carbure de Silicium (SiC), qui permet d’adresser des applications à plus bas voltage que le SiC, mais avec de meilleures performances que le silicium classiqu...

August Sales Review

Panasonic Holdings Corporation: Deepening EV battery tie-ups improve g...

The decision to increase cooperation with Subaru and Mazda in EV batteries will improve diversification without increasing leverage, a credit positive.

Bible 2Q24 – Autos: Semis at the trough of the cycle, while end demand...

Today, we are publishing the Automotive section of our 24th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on PCs, Enterprise IT, and Ride sharing & Delivery. Automotive demand is slowing and dealer inventories are elevated. This is likely to be only a limited head...

ODDO BHF Small & MIDCAP MORNING NEWS - 09/05/2024

We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - ...

ODDO BHF Small & MIDCAP MORNING NEWS - 05/09/2024

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ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/05/2024

We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - ...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 05/09/2024

We host the 15th edition of the Corporate Conference in cooperation with Commerzbank on September 3rd & 4th 2024 in Frankfurt am Main. This year we are welcoming 90 German small, mid and large cap companies. - ...

ODDO : Semiconductor sales in July 2024 in line with forecasts, still ...

>Worldwide sales in July 2024 in line with our forecasts +18.7% y-o-y vs +18.5% in June - Worldwide semiconductor sales in July 2024 were published by the WSTS (World Semiconductor Trade Statistics) with the usual one-month lag. In terms of the 3-month moving average, sales were $ 51.3bn, in line with our estimate, i.e. +2.5% on a sequential basis and y-o-y growth of +18.7%, after 18.5% in June.Continued strong growth in memory thanks to prices, a slight...