Infineon Technologies AG

Infineon Technologies is a semiconductor manufacturing company. The Automotive segment designs, develops, manufactures and markets semiconductors for use in automotive applications. The Industrial Power Control segment designs, develops, manufactures and markets semiconductors for the generation, transmission and economy in the use of electrical energy. The Power Management & Multimarket segment designs, develops, manufactures and markets semiconductors for power supplies, mobile devices and mobile phone network infrastructures. The Chip Card & Security segment designs, develops, manufactures and markets semiconductor-based security products for card applications and networked systems.
  • Ticker623100
  • ISINDE0006231004
  • SectorTechnology Hardware & Equipment
  • CountryGermany

Analysts

Emmanuel Matot ...
  • Jean-François Granjon
  • Martial Descoutures
  • Nicolas Thorez
  • Pierre Corby
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 09/11/2019

Mediawan’s share price has returned to a level close to the IPO price. Yet the group has made several shrewd acquisitions, built up its structure and proven capable of generating solid organic growth (+13% in 2018) and high margins (19%). There is increasing demand for content and a number of examples in the sector (Entertainment One and KKR) illustrate that the group's strategy is sound. The group is due to report its H1 2019 figures on 30 September which should confirm the favourabl...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/11/2019

...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/09/2019

...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Apple’s Keynote: no real surprises on hardware, new focus on services

>Several products announced, with seemingly limited improvements, as expected - Apple yesterday announced a series of new products, with seemingly limited improvements: 1/ 3 iphones (the 11, 11 Pro and 11 Pro Max), 2/ an entry-level iPad with a slightly larger screen, stylet support and the emergence of the smart connector that will be available on 30 September, from € 389, and 3/ the Apple Watch is transitioning to Series 5. It has a screen which can stay lit permane...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Keynote d’Apple: pas vraiment de surprises sur le hardware, nouveau push sur les services

>Des annonces de plusieurs produits aux améliorations en apparence relativement limitées, comme attendu - Apple a annoncé hier soir une série de nouveaux produits aux améliorations en apparence relativement limitées : 1/ 3 iphone (le 11, le 11 Pro et le 11 Pro Max), 2/ un iPad d’entrée de gamme avec une dalle légèrement plus grande, le support du stylet et l'apparition du smart connector qui sera disponible le 30/09 à partir de 389 €, 3/ l'Apple Watch passe en Serie 5...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Apple’s Keynote: no real surprises on hardware, new focus on services

>Several products announced, with seemingly limited improvements, as expected - Apple yesterday announced a series of new products, with seemingly limited improvements: 1/ 3 iphones (the 11, 11 Pro and 11 Pro Max), 2/ an entry-level iPad with a slightly larger screen, stylet support and the emergence of the smart connector that will be available on 30 September, from € 389, and 3/ the Apple Watch is transitioning to Series 5. It has a screen which can stay lit permane...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Keynote d’Apple: pas vraiment de surprises sur le hardware, nouveau push sur les services

>Des annonces de plusieurs produits aux améliorations en apparence relativement limitées, comme attendu - Apple a annoncé hier soir une série de nouveaux produits aux améliorations en apparence relativement limitées : 1/ 3 iphone (le 11, le 11 Pro et le 11 Pro Max), 2/ un iPad d’entrée de gamme avec une dalle légèrement plus grande, le support du stylet et l'apparition du smart connector qui sera disponible le 30/09 à partir de 389 €, 3/ l'Apple Watch passe en Serie 5...

Cecile De Coincy ...
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Michael Foundoukidis
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/04/2019

...

Cecile De Coincy ...
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Michael Foundoukidis
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/09/2019

...

Emmanuel Matot ...
  • Stephane Houri

ODDO : What to expect from the launch of the iPhone 11 for European stocks?

>What announcements are expected on 10 September next? - This year again, Apple will probably announce three new iPhone models: the iPhone 11, iPhone 11 Pro, and iPhone 11 Pro Max, which will succeed the iPhone XR, XS and XS Max. These three products are expected to have a broadly similar design to their predecessor, with visible innovations in the camera and invisible (except in terms of performance) innovations in the 3D sensors. Pre-orders could begin from 13 Septe...

1 director bought

A director at Infineon Technologies Ag bought 6,780 shares at 14.854EUR and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The nam...

Emmanuel Matot ...
  • Jean-François Granjon
  • Martial Descoutures
  • Nicolas Thorez
  • Pierre Corby
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 09/11/2019

Mediawan’s share price has returned to a level close to the IPO price. Yet the group has made several shrewd acquisitions, built up its structure and proven capable of generating solid organic growth (+13% in 2018) and high margins (19%). There is increasing demand for content and a number of examples in the sector (Entertainment One and KKR) illustrate that the group's strategy is sound. The group is due to report its H1 2019 figures on 30 September which should confirm the favourabl...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/11/2019

...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/09/2019

...

Antoine Boivin-Champeaux ...
  • Charles Lepetitpas
  • Emmanuel Matot
  • Louis Boujard
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Stephane Houri
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 09/04/2019

...

Antoine Boivin-Champeaux ...
  • Charles Lepetitpas
  • Emmanuel Matot
  • Louis Boujard
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Stephane Houri
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 04/09/2019

...

Infineon

Infineon

Infineon

An increasingly favourable environment allows INFINEON TECHNOLOGIES AG to improve to Neutral

The independent financial analyst theScreener just upgraded the general evaluation of INFINEON TECHNOLOGIES AG (DE), a company active in the Semiconductors industry. As regards its fundamental valuation, the title confirms its rating of 3 out of 4 stars while its market behaviour remains as risky. theScreener believes, however, that a more enabling environment allows the title to increase its general evaluation to Neutral. As of the analysis date July 9, 2019, the closing price was EUR 15.65 and its expected value was estimated at EUR 16.42.

Infineon

Frederic Yoboue

SEMICONDUCTORS BG Technology Conference 2019

On March 14th and 15th, we hosted six semiconductor companies, namely ASMI, Besi, Dialog, Infineon, Soitec, and STMicroelectronics. We found the overall message as reassuring even though the tone was still on the cautious side. We key findings and conclusions relate on Besi (Neutral, FV EUR23), Infineon (Buy, FV EUR22.5), Soitec (Buy, FV EUR85) and STMicroelectronics (Buy, FV EUR19).

Frederic Yoboue

Favour Infineon, STM, and Soitec in early 2019

In this short update, we give our opinion on the current momentum and the companies we favour in early 2019. Semi stocks experienced a sharp correction with companies in our coverage down 23% in average (excl. Dialog) in H2 2018 as we started to see a deceleration in the industry momentum and macro uncertainties especially in China. However, analysts’ EPS cuts explain half of the correction suggesting the other half coming from higher perceived risks by investors. Nonetheless, we anticipate low single-digit growth of 4% in semiconductor sales for 2019 driven by the same long-term trends in aut...

Infineon Technologies – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Infineon - February 21, 2019

Item 4: We recommend to oppose the discharge of the Supervisory Board due to the insufficient attendance of three Supervisory Board members in financial year 2017/2018 as well as due to our concerns that contrary to local and international best practice, the Chairman of the Supervisory Board also acts as the Chairman of the Audit Committee. Item 5: KPMG, Munich, is proposed as auditor for the current financial year. While we have no concerns over the ratio of non-audit/audit fees, we note that KPMG has audited the Company since the financial year 1999 which exceeds our maximum acceptable term...

Dave Nicoski ...
  • Ross LaDuke

Int'l Macro Vision: Global Ex-U.S. Equity Strategy

In our January 31 International Compass we presented a case for an incrementally improving overall global outlook, with the caveat that market bottoms tend to be a process that develops over many weeks. Since the end of January, not a lot has changed to alter our views. We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist but Sector leadership is mixed. In our February International Strategy, we explore various themes which lead to our overall constructive outlook, along with areas of the market wher...

Jérôme VINERIER

Analyse court terme - INFINEON TECHNOLOGIES AG : La reprise est une consolidation.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 19,500 € prochainement. Le prochain objectif est à 15,900 €, puis 14,800 €. Le franchissement de 20,832 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - INFINEON TECHNOLOGIES AG : Rising consolidation.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at €19.500. The next target is at €15.900, then €14.800. Passing €20.832 would question the continuation of the fall.

Jérôme VINERIER

Analyse court terme - INFINEON TECHNOLOGIES AG : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 15,900 €. La tendance de fond serait remise en cause en cas de franchissement de 20,832 €.

Jérôme VINERIER

Short term view - INFINEON TECHNOLOGIES AG : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €15.900. The background trend would be questioned should prices rise above €20.832.

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