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Pierre FerraguÊ
  • Pierre FerraguÊ

Hynix, LAM, Besi, Tesla, Auto cycle, Enterprise AI, and more: Tech Wee...

As always, during earnings season, we wrap-up what happened in the previous week.

Pierre FerraguÊ
  • Pierre FerraguÊ
Daniel Ives ... (+4)
  • Daniel Ives
  • John Katsingris
  • Sam Brandeis
  • Steven Wahrhaftig
Daniel Ives ... (+4)
  • Daniel Ives
  • John Katsingris
  • Sam Brandeis
  • Steven Wahrhaftig
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/23/2024

Last week, we organised an Expert Access event on multiple sclerosis (MS) with the participation of Dr Géraldine Androdias, a neurologist at Lyon University Hospital. Dr Androdias presented the key points of the ECTRIMS 2024 conference, as well as new trends in treating the illness. We note an unmet need in the primary progressive and secondary progressive forms, a real interest for the BTKi class with the greater penetration of the blood-brain barrier, and expectations for the anti-C...

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/10/2024

Nous avons organisé la semaine dernière un Expert Access autour de la sclérose en plaques (SEP) avec la participation du Dr Géraldine Androdias, médecin neurologue au CHU de Lyon. Le Dr Androdias a présenté les points saillants du congrès de l’ECTRIMS 2024 ainsi que les nouvelles tendances dans la prise en charge de la maladie. Nous retenons un besoin insatisfait dans les formes progressives et secondairement progressives, un vrai intérêt de la classe des BTKi avec le passage accru de...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Infineon Technologies AG : Towards a potentially zero-growth 2025

>Forecasts revised by 17%, target price of € 38 vs € 46, but Outperform reiterated - Infineon is due to publish its Q4 2024 results on 12 November. Judging by the recent newsflow, specifically the series of profit warnings from the automobile sector, we expect results to come in a shade below forecasts. However, the key point of this publication will be the guidance for 2025, which we think will be more cautious than the average sell-side consensus. Indeed, we think ...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Infineon Technologies AG : Vers une année 2025 potentiellement sans cr...

>Prévisions révisées de 17%, OC 38 € vs 46 €, mais surperformance réitérée - IFX publiera ses résultats T4 24 le 12/11 prochain. Compte tenu du newsflow récent, notamment la série d’avertissements dans l’automobile, nous anticipons des résultats légèrement inférieurs aux attentes. Mais, le véritable enjeu de cette publication sera la guidance 2025, qui, selon nous, sera plus prudente que le consensus sell side moyen. Nous estimons en effet que le groupe pourrait guide...

Daniel Ives ... (+4)
  • Daniel Ives
  • John Katsingris
  • Sam Brandeis
  • Steven Wahrhaftig
Anthony Dick ... (+3)
  • Anthony Dick
  • Michael Foundoukidis
  • Stephane Houri

ODDO : La Chine, un bouleversement aux conséquences encore sous-estimé...

A l’occasion d’un voyage en Chine centré sur la chaîne de valeur automobile, nos échanges nous ont confortés dans notre vision d’un écosystème extrêmement riche et stimulant pour les acteurs locaux, qui devrait renforcer la place prépondérante de la Chine dans l’automobile mondiale. Face à cela, nous ressortons davantage convaincus des risques structurels pesant sur les constructeurs occidentaux dans le pays et estimons que le cycle de révisions en baisse des ambitions ne fait qu...

Anthony Dick ... (+3)
  • Anthony Dick
  • Michael Foundoukidis
  • Stephane Houri

ODDO : China, a structural and still underestimated disruption

Our recent visit to China centred around the automotive value chain lent weight to our view regarding a now extremely rich and stimulating ecosystem for local players which is set to strengthen China’s increasingly solid position in the global automotive industry. As such, we are further convinced of the structural risks pressuring foreign OEMs in the country and estimate that the cycle of downward revisions to their Chinese ambitions is only just beginning. We thus maintain our ...

Pierre FerraguÊ
  • Pierre FerraguÊ

Tesla: Deep dive into Chinese competition - Existential threat?

Multiple media reports make it sound like Tesla is under threat in China, from local manufacturers. Is it true? In this note we assess the competitive landscape with an analysis of the cost structure of Tesla relative to peers and its market position by segment.

Blair Levin
  • Blair Levin

NSR Policy: Election Impact: Summary of Notes Plus Upcoming Calls

It is likely that in the next month (and perhaps beyond) the single most important event affecting capital markets will be the election. Over the last month, we have provided six notes on the potential impact of the election, separately focusing on policies affecting telecom, spectrum, media, tech, and leadership, as well as a note on what we think is the most underappreciated potential impact; how a Trump Presidency could result in a dramatic shift in telecom and spectrum policy due to the infl...

Pierre FerraguÊ
  • Pierre FerraguÊ

Tesla: We, Reboot.

We had the privilege to attend Tesla's "We, Robot" party last night at Warner Bros Studios. Please

Blair Levin
  • Blair Levin

If Trump Wins, How Will Musk Affect Telecom Policy?

We don’t have to convince anyone that Elon Musk is totally committed to electing Trump and Congressional Republicans. We don’t have to convince anyone that given Musk’s level of support, Trump as well as many Republicans in Congress will be happy to have an FCC, NTIA, and other instrumentalities of the Federal Government in charge of telecom generally do what Musk wants. Still, the consequences of those two evident facts are the most underappreciated potential telecom policy consequences of the...

Julie Boote
  • Julie Boote

PSA Autos / New Mobility: The Fraught Path to Electrification

Given that the EV market is not a free market, led by demand and supply, but a distorted market, moved by political intervention in the form of subsidies (or lack of), making EV sales forecasts is very challenging indeed. This is a headache for analysts, but even more so for auto companies with a ten-year planning horizon. In this report, we outline the sales situation for different regions, as well as providing an outlook based on currently available information.

Daniel Ives ... (+4)
  • Daniel Ives
  • John Katsingris
  • Sam Brandeis
  • Steven Wahrhaftig
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