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.
  • TickerDLG
  • ISINGB0059822006
  • SectorTechnology Hardware & Equipment
  • CountryGermany

Analysts

Emira Sagaama ...
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean-François Granjon
  • Matthias Desmarais
  • Nicolas Thorez
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 12/03/2019

Ahead of Compagnie des Alpes’ FY 2018-19 results release on 9 December, we are maintaining our Buy position on the stock and raising our target price to € 35.8 from € 33. After three years of hefty but necessary investment to fuel future growth, the group should now gradually return to more normative capex. This should reassure investors over its capacity to generate FCF again. With the arrival of a new deputy CEO and with a healthy balance sheet, the group could also step up its M&A...

Emmanuel Matot ...
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Matthias Desmarais
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/03/2019

...

Emira Sagaama ...
  • Emmanuel Matot
  • Jean-François Granjon
  • Matthias Desmarais
  • Nicolas Thorez
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 03/12/2019

En amont de la publication des résultats annuels 2018/19 le 9 décembre, nous réitérons notre opinion Achat avec un OC de 35.8 € (vs 33 €). Après trois années marquées par un rythme d’investissements élevé mais nécessaire pour sa croissance future, Compagnie des Alpes devrait progressivement revenir vers un niveau de Capex plus normatif. Le groupe devrait alors rassurer quant à sa capacité à générer de nouveau du FCF. Avec l’arrivée de son nouveau DG Adjoint et fort d’une situation bil...

Emmanuel Matot ...
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Matthias Desmarais
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/12/2019

...

Frederic Yoboue

DIALOG SEMICONDUCTOR: Dialog reports preliminary revenue at the low end of the guidance | NEUTRAL | EUR26.5

DIALOG SEMICONDUCTOR - NEUTRAL | EUR26.5(+20%) Dialog reports preliminary revenue at the low end of the guidance Preliminary revenue below the consensus Dialog suffered from lacklustre growth of the iPhone Further decrease in revenue in Q1 2019

Emira Sagaama ...
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean-François Granjon
  • Matthias Desmarais
  • Nicolas Thorez
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 12/03/2019

Ahead of Compagnie des Alpes’ FY 2018-19 results release on 9 December, we are maintaining our Buy position on the stock and raising our target price to € 35.8 from € 33. After three years of hefty but necessary investment to fuel future growth, the group should now gradually return to more normative capex. This should reassure investors over its capacity to generate FCF again. With the arrival of a new deputy CEO and with a healthy balance sheet, the group could also step up its M&A...

Emmanuel Matot ...
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Matthias Desmarais
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/03/2019

...

Emmanuel Matot ...
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Matthias Desmarais
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 03/12/2019

...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Semiconductors sales better than we expected, market virtually flat excluding memory in October – the recovery scenario is materialising

>Worldwide sales in October ahead our expectations at -13.1% (vs -14.6% in September) - Worldwide semiconductor sales for October 2019 have been published by WSTS (World Semiconductor Trade Statistics), with a month’s lag, as usual. On a three-month moving average, they came to $ 36.6bn, beating our $ 35bn forecast. This marks an improvement on September as the year-on-year decline went from -14.6% in September vs -13.1% in October. Sequentially, sales increased by 2...

Emmanuel Matot ...
  • Stephane Houri

ODDO : Ventes de semi-conducteurs supérieures à nos attentes, un marché quasi stable hors mémoire en octobre – Le scénario de reprise se matérialise

>Ventes mondiales d’octobre supérieures à notre prévision à -13.1% (vs -14.6% en septembre) - Les ventes mondiales de semi-conducteurs d’octobre 2019 ont été publiées hier soir 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 36.6 Md$, supérieures à notre prévision de 35 Md$. Il s’agit d'une amélioration par rapport au mois de septembre car la baisse e...

1 director sold

A director at Dialog Semiconductor sold 7,467 shares at 42.568EUR and the significance rating of the trade was 76/100. 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 ...

Emira Sagaama ...
  • Emmanuel Matot
  • Jean-François Granjon
  • Matthias Desmarais
  • Nicolas Thorez
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 03/12/2019

En amont de la publication des résultats annuels 2018/19 le 9 décembre, nous réitérons notre opinion Achat avec un OC de 35.8 € (vs 33 €). Après trois années marquées par un rythme d’investissements élevé mais nécessaire pour sa croissance future, Compagnie des Alpes devrait progressivement revenir vers un niveau de Capex plus normatif. Le groupe devrait alors rassurer quant à sa capacité à générer de nouveau du FCF. Avec l’arrivée de son nouveau DG Adjoint et fort d’une situation bil...

Alain William ...
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Martial Descoutures
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Stephane Houri
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 11/06/2019

...

Alain William ...
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Martial Descoutures
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Stephane Houri
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 06/11/2019

...

Alfred Glaser ...
  • Bruno Cavalier
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Martial Descoutures
  • Matthias Desmarais
  • Oussema Denguir
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/04/2019

...

Emmanuel Matot ...
  • Fehmi Ben Naamane
  • Jean-François Granjon
  • Matthias Desmarais
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 11/04/2019

...

For DIALOG SEMICON.AG., the environment deterioration entails a downgrade to Neutral

DIALOG SEMICON.AG. (DE), a company active in the Semiconductors industry, now shows a lower overall rating. The independent financial analyst theScreener just confirmed the fundamental rating of 2 stars out of 4, as well as the stock market behaviour of the title as defensive. However, environmental deterioration penalises the general evaluation, which is downgraded to Neutral. As of the analysis date August 23, 2019, the closing price was EUR 41.60 and its expected value was estimated at EUR 38.28.

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 each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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).

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, providing further evidence that global equities are going through a bottoming process. • Remain overweight China which is leading global equities higher. RS uptrends remain intact for the Shanghai Composite and MSCI China indexes. In today's report we highlight a number of actionable charts Chinese companies, focusing on less-exploited price patterns... see page 2. • EAFE small- vs large-cap ratio exhibits early signs of bottoming. We view the potential bottom for the MSCI EAFE small- vs. larg...

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