Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doub...
Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies ...
Dutch real estate companies showed signs of cautious optimism at the recent Provada conference, with logistics and retail favoured. Healthcare shows some positive signs, with limited devaluations. The Dutch government's potential reduction of the Real Estate Transfer Tax and new REIT regime could benefit listed real estate companies active in the country. - ...
Dutch real estate companies showed signs of cautious optimism at the recent Provada conference, with logistics and retail favoured. Healthcare shows some positive signs, with limited devaluations. The Dutch government's potential reduction of the Real Estate Transfer Tax and new REIT regime could benefit listed real estate companies active in the country. - ...
>Focus on Mobile Communications, medium-term roadmap, exposure to France - Last week, we were on a roadshow in Geneva with Steve Babureck (EVP Strategy & IR).Regarding the smartphone market (Mobile Communications division = 62% of sales), after two very tough years, volumes are expected to grow by around 3% in 2024 and 2025 (without including Gen IA, which could accelerate the renewal of the installed base). With content increasing by 7-10% a year (5G penetration...
>Focus sur les Communications mobiles, la feuille de route à moyen terme et l’exposition à la France - La semaine dernière, nous étions en roadshow à Genève avec Steve Babureck (EVP Strategy & Investor Relations).Au sujet du marché des smartphones (division Communications mobiles = 62% du CA), après 2 années très difficiles, les volumes sont attendus en progression de l’ordre de 3% en 2024 et 2025 (sans intégrer Gen IA qui pourrait accélérer le renouvèlement du p...
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:
Combined General Meeting of July 23, 2024 - Conditions for Obtaining the Preparatory Documents COMBINED GENERAL MEETINGOF JULY 23, 2024 CONDITIONS FOR OBTAINING THE PREPARATORY DOCUMENTS Bernin (Grenoble), France, on June 18, 2024 - Soitec (Euronext Paris), a world leader in the design and manufacturing of innovative semiconductor materials, reminds that the Company’s shareholders are invited to attend the Annual General Meeting to be held on Tuesday July 23, 2024 at 1:30 p.m. (Paris time), at the Company's registered office located at Parc Technologique des Fontaines, Chemin des Fr...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: COLONIAL, REPSOL. Europa en rojo después de la Fed Resaca fuerte en Europa con una atmósfera enturbiada por la política europea, las posibles represalias de china a los aranceles del VE y la reunión de la Fed. Se registraron así pérdidas superiores al -2,0% en la mayoría de los índices y algo más contenidas en el Ibex, que perdió en cualquier caso los 11.100 puntos. En el STOXX 600 a excepción de Hogar (Distribución) todos los sectores presentaron ...
NEWS SUMMARY: COLONIAL, REPSOL. Europe in the red after the Fed meeting Europe saw a strong hangover, marked by the European Parliament elections, China’s possible retaliations to EV tariffs and the Fed meeting. Most indices dropped by more than -2.0%, the Ibex to a lesser extent but in any case below the 11,100-point level. In the STOXX 600, with the exception of Household, all sectors saw corrections, led by Automobiles and Banks. On the macro side, in the euro zone, April’s industrial outp...
Legislative elections are the most difficult to predict because they combine a multiplicity of parameters (alliances, turnout, local factors, vote transfers). The difficulty is increased in a snap election. However, the polls give the National Rally a good chance of being called upon to form the next government. What would it do then? Its economic programme does not add up from the financial standpoint. Any attempt to implement it would imply an increase in public deficits of several ...
Les élections législatives sont les plus difficiles à prévoir car elles mêlent une multiplicité de paramètres (alliances, participation, facteurs locaux, reports de voix). La difficulté est accrue dans une élection-surprise. Toutefois, les sondages donnent au Rassemblement national de bonnes chances d’être appelé à former le prochain gouvernement. Que ferait-il alors? Son programme économique n’est pas bouclé au plan financier. Toute tentative pour le réaliser impliquerait une hausse ...
>Set for demand slowdown and plateau in 2029 - IEA has just published its report with projections out to 2030. Demand growth for 2024 was revised downwards by 100 kb/d to +1 Mb/d. In the longer term, it is expected to grow by 3.2 Mb/d out to 2030 to reach 105.4 Mb/d, with a decline from 2029. Demand is continuing its decline of 2.9 Mb/d in the OECD zone to fall to 42.7 Mb/d, thus returning to its 1991 level. In contrast, it continues its growth of 6.1 Mb/d in RoW, ...
Soitec extends partnership with UMC to provide leading engineered substrates for industry’s first 3D IC solution for RF-SOI Soitec extends partnership with UMC to provide leading engineered substrates for industry’s first 3D IC solution for RF-SOI Soitec and UMC have successfully partnered for over 11 years delivering leading RF-SOI solutions The partnership is now being extended to upcoming 3D IC solutions for 5G and future wireless systems operating in millimetre-wave frequencies and beyond Bernin (France), June 13, 2024 — Soitec (Euronext Paris), a world leader in designing and manu...
Soitec étend son partenariat avec UMC afin de fournir des substrats de haute technicité pour la toute première solution de circuits intégrés 3D pour RF-SOI Soitec étend son partenariat avec UMC afin de fournir des substrats de haute technicité pour la toute première solution de circuits intégrés 3D pour RF-SOI Soitec et UMC sont partenaires depuis plus de 11 ans dans la fourniture de solutions RF-SOI de premier plan. Le partenariat s'étend désormais aux futures solutions de circuits intégrés 3D pour la 5G et les futurs systèmes de communication sans fil fonctionnant dans les fréquences d'...
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