Dialog Semiconductor PLC

Dialog Semiconductor is engaged in creating and marketing mixed signal integrated circuits for personal, portable, hand-held devices, low energy short-range wireless, LED solid-state lighting and automotive applications. Co. has four segments: Mobile Systems, which includes its power management and audio chips for the wireless systems markets; Automotive and Industrial, which markets products that address the safety, management and control of electronic systems in cars and for industrial applications; Connectivity, with activities that include short-range wireless, digital cordless, Bluetooth and VoIP technology; and Power Conversion, which includes its AC/DC converter solutions.
  • Ticker927200
  • ISINGB0059822006
  • SectorTechnology Hardware & Equipment
  • CountryGermany

Analysts

Aurelien Sivignon ...
  • Jean-François Granjon
  • Oussema Denguir
  • Pierre Corby
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 06/20/2019

Interparfums' consistency would argue for a fundamentally positive position on the stock, but the group’s multiples offer limited upside in the short term and only an acquisition could change things for the better. Target price adjusted to € 46 from € 48. - ...

Aurelien Sivignon ...
  • Jean-François Granjon
  • Oussema Denguir
  • Pierre Corby
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 20/06/2019

La constance d’Interparfums militerait pour une opinion fondamentalement positive mais les multiples offrent un uspide limité à court terme que seule une opération d’acquisition pourrait modifier favorablement. OC ajusté à 46 € vs 48 €. - ...

Stephane Houri

Dialog Semiconductor Plc : Road show feedback – message still confident on the transition, but also on the guidance for Q2

>Buy recommendation maintained, confident on Dialog’s capacity to manage the transition and on the environment in the short term - Following our day’s road show in Dublin with José Cano (Head of IR), we are maintaining our Buy recommendation. The message conveyed at this event is very similar to the one we got from the road show in Paris on 10 May, namely a positive stance on the group’s capacity to manage the process of sales reduction as a result of Apple for the ma...

Stephane Houri

Dialog Semiconductor Plc : Feedback de roadshow – Message toujours confiant sur la transition, mais aussi sur la guidance T2

>Opinion Achat réitérée, confiant sur la maitrise de la transition et sur le contexte court terme - Nous avons organisé une journée de roadshow à Dublin avec José Cano (Head of IR), à l’issue duquel nous réitérons notre opinion Achat. Le message qui ressort est très similaire avec celui que nos avions relevé à lors du RS de Paris le 10/05 dernier, à savoir une vision positive sur la maîtrise du processus de baisse du CA provenant d’Apple pour la principale puce de pow...

1 director sold

A director at Dialog Semiconductor sold 2,000 shares at 30.324EUR and the significance rating of the trade was 55/100. 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 names of ...

Stephane Houri

Dialog Semiconductor Plc : Road show feedback – message still confident on the transition, but also on the guidance for Q2

>Buy recommendation maintained, confident on Dialog’s capacity to manage the transition and on the environment in the short term - Following our day’s road show in Dublin with José Cano (Head of IR), we are maintaining our Buy recommendation. The message conveyed at this event is very similar to the one we got from the road show in Paris on 10 May, namely a positive stance on the group’s capacity to manage the process of sales reduction as a result of Apple for the ma...

Stephane Houri

Dialog Semiconductor Plc : Feedback de roadshow – Message toujours confiant sur la transition, mais aussi sur la guidance T2

>Opinion Achat réitérée, confiant sur la maitrise de la transition et sur le contexte court terme - Nous avons organisé une journée de roadshow à Dublin avec José Cano (Head of IR), à l’issue duquel nous réitérons notre opinion Achat. Le message qui ressort est très similaire avec celui que nos avions relevé à lors du RS de Paris le 10/05 dernier, à savoir une vision positive sur la maîtrise du processus de baisse du CA provenant d’Apple pour la principale puce de pow...

Stephane Houri ...
  • Veysel Taze

ODDO : April very close to our expectations, too soon to gauge the impact of the stepping up of the trade war on H2

>Decline of 14.6% in sales y-o-y in April (vs -13% in March) and of 5.9% excluding memories, very close to our estimates - Worldwide semiconductor sales for April 2019 were published at the weekend by WSTS (World Semiconductor Trade Statistics), with a month’s lag, as usual. On a three-month moving average, sales in April came to $ 32.1bn, ahead of our forecast of $ 31.7bn. This represents a -14.6% decline on a full-year basis, after -13% in March. We had been forecas...

Stephane Houri ...
  • Veysel Taze

ODDO : Avril très proche de nos attentes, trop tôt pour évaluer l’impact de l’intensification de la guerre commerciale sur la pente du S2

>Baisse des ventes yoy de 14,6% en avril (vs -13% en mars) et de 5,9% hors mémoires, très proche de nos attentes - Les ventes mondiales de semi-conducteurs d’avril 2019 ont été publiées ce week-end par la WSTS (World Semiconductor Trade Statistics), comme d’habitude avec un mois de décalage. En données lissées (MM3 – Moyennes Mobiles 3 mois), elles ressortent à 32,1 Md$, au-dessus de notre prévision de 31.7 Md$. Il s’agit d’une baisse en données annuelles de -14,6%, a...

Stephane Houri ...
  • Veysel Taze

ODDO : For Huawei, the threat from ARM is much more serious than Google stopping its support

>BBC reveals ARM is halting all contacts with Huawei - The BBC yesterday revealed that the processor designer ARM had requested its empoyees halt all active contracts, technical assistance and ongoing commitments with Huawei. See BBC article. But the company is a UK-based subsidiary of the Japanese group SoftBank, which acquired ARM in 2016. In theory, then, the company should be not be affected by the US decision. However, in its internal memo, ARM states that the ar...

1 director sold

A director at Dialog Semiconductor sold 2,000 shares at 30.324EUR and the significance rating of the trade was 55/100. 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 names of ...

Aurelien Sivignon ...
  • Jean-François Granjon
  • Oussema Denguir
  • Pierre Corby
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 06/20/2019

Interparfums' consistency would argue for a fundamentally positive position on the stock, but the group’s multiples offer limited upside in the short term and only an acquisition could change things for the better. Target price adjusted to € 46 from € 48. - ...

Aurelien Sivignon ...
  • Jean-François Granjon
  • Oussema Denguir
  • Pierre Corby
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 20/06/2019

La constance d’Interparfums militerait pour une opinion fondamentalement positive mais les multiples offrent un uspide limité à court terme que seule une opération d’acquisition pourrait modifier favorablement. OC ajusté à 46 € vs 48 €. - ...

Bruno Cavalier ...
  • Jerôme Bodin
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Veysel Taze

STMicroelectronics N.V. : ODDO BHF SThe 2019 Extel* survey has just named ODDO BHF “number 1 broker on French equities” for the fourth consecutive year. It has also ranked ODDO BHF “number 5 broker on German equities”, five places higher than last year. T

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Bruno Cavalier ...
  • Jerôme Bodin
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Veysel Taze

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/06/2019 L’enquête EXTEL* 2019 vient de désigner ODDO BHF « 1er broker sur les actions françaises » pour la 4ème année consécutive. Elle classe aussi ODDO BHF « 5ème broker sur les actions allema

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Alain William ...
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Steven Gould
  • Veysel Taze

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/23/2019

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