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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
NXPIN NXP Semiconduct...
ADI Analog Devices ... ... (+15)

Semi Cycle 2Q23 Update: inflection in Generative A.I. offsetting the b...

As we enter the earnings season, we provide an updated view on the semiconductor cycle and recommended investor positioning.

NXPIN NXP SEMICONDUCTORS NV
ADI ANALOG DEVICES INC.
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
INTC INTEL CORPORATION
2330 TSMC
6615 UMC ELECTRONICS
AMD ADVANCED MICRO DEVICES INC.
STM STMICROELECTRONICS NV
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
MBBYF MOBILEYE NV
WOLF WOLFSPEED INC
06/29/23 June 29, 2023 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INTC Intel Corporati...
2330 TSMC ... (+4)

Bible 1Q23 – Foundry: prolonged inventory correction, second half reco...

Today, we are publishing the Foundry section of our 19th 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 130 companies we track, providing an update on our key perspectives and convictions. A deeper than expected inventory correction is taking place across most end-markets, driving lower shipments and profitability across the industry. Confidence in a second half recovery remains high but now...

INTC INTEL CORPORATION
2330 TSMC
6615 UMC ELECTRONICS
GFS GLOBALFOUNDRIES INC
05/23/23 May 23, 2023 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
NXPIN NXP Semiconduct...
ADI Analog Devices ... ... (+15)

Semiconductor cycle update: How much played out? Where to be long? Whe...

As we have just entered the earnings season, we provide an updated view on the semiconductor cycle, following up on the pieces we published on the topic at the beginning of the year and last September.

NXPIN NXP SEMICONDUCTORS NV
ADI ANALOG DEVICES INC.
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
INTC INTEL CORPORATION
2330 TSMC
6615 UMC ELECTRONICS
AMD ADVANCED MICRO DEVICES INC.
STM STMICROELECTRONICS NV
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
MBBYF MOBILEYE NV
WOLF WOLFSPEED INC
04/24/23 April 24, 2023 1 EN
EUR 18.48
6615 UMC ELECTRONICS

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...

12/23/16 December 23, 2016 2 EN
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