NXP SEMICONDUCTORS NV

NXP Semiconductors is a holding company. Through its subsidiaries, Co. is engaged as a global semiconductor company and a long-standing supplier in the industry. Co. provides High-Performance Mixed-Signal and Standard Product solutions. Co.'s product solutions are used in automotive, identification, wireless infrastructure, lighting, industrial, mobile, consumer and computing applications. Co. engages with original equipment manufacturers (OEM) and sell products in all major geographic regions.
  • TickerNXPIN
  • ISINNL0009538784
  • ExchangeMexican Stock Exchange
  • SectorTechnology Hardware & Equipment
  • CountryNetherlands

Analysts

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

Valens Research

Valens Equity Insights and Inflections - 2019 09 25

LYB currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 12.4x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 19% in 2018 to 8% in 2023, accompanied by 5% Uniform Asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to compress to 15% levels in 2020, accompanied by immaterial Uniform Asset growth. Additionally, management is confident about their M&A strategy, capacity, and their refinery. Current valuations appear to be pricing in overly bearish expectations for LYB, ...

Valens Research

NXPI - Embedded Expectations Analysis - 2019 09 23

NXP Semiconductors N.V. (NXPI:USA) currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 20.0x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about their processing capabilities, growth prospects, and demand from their hybrid and electric vehicle end markets. Specifically, management is confident their mobile growth is tied to growing attach rate and that their Marvell acquisition will help them fulfill their customers' requirements. Moreover, they are confident they can offer their processing capa...

Seth Sherwood

Morningstar | Marvell’s Connectivity Business Finds Prospective Suitor in NXP; Maintaining FVEs

On May 29, NXP Semiconductors announced an agreement to acquire Marvell Technologies’ connectivity portfolio for $1.76 billion in an all-cash deal that is expected to be completed by the first quarter of calendar 2020, pending regulatory approval. In principle, the transaction makes sense for both parties. The combination of products, which includes Wi-Fi and Bluetooth connectivity solutions, should support NXP’s efforts in industrial, “Internet of Things,” and automotive markets. NXP noted that the Marvell unit generated roughly $300 million in revenue during fiscal 2019, or roughly 3% of NXP...

Seth Sherwood

Marvell’s Connectivity Business Finds Prospective Suitor in NXP; Maintaining FVEs

On May 29, NXP Semiconductors announced an agreement to acquire Marvell Technologies’ connectivity portfolio for $1.76 billion in an all-cash deal that is expected to be completed by the first quarter of calendar 2020, pending regulatory approval. In principle, the transaction makes sense for both parties. The combination of products, which includes Wi-Fi and Bluetooth connectivity solutions, should support NXP’s efforts in industrial, “Internet of Things,” and automotive markets. NXP noted that...

Seth Sherwood

Morningstar | We're Maintaining Our Chipmaker FVEs, as We Don't Yet Foresee a Tech Cold War Despite the Huawei Ban

We are maintaining our fair value estimates for the U.S.- and European-based chipmakers across our coverage despite reports from Bloomberg and elsewhere that leading U.S. tech and semiconductor firms, such as Google, Qualcomm, Broadcom, Intel, and Xilinx, have cut off supplying Huawei until further notice. Our valuations imply that the Huawei ban will be used as short-term leverage by the U.S. in ongoing negotiations with China involving tariffs and other trade negotiations. However, our models still assume that the ban won't last in the long term, as it would be highly destructive to technolo...

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

ValuEngine Rating and Forecast Report for NXPI

MarketLine Department

Renesas Electronics Corporation - Strategy, SWOT and Corporate Finance Report

Summary Renesas Electronics Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Renesas Electronics Corporation (Renesas or "the company") develops, designs, manufactures, and markets semiconductors. The company’s product portfolio comprises microcontrollers and microprocessors, power devices, analog ICs,and system-on-chip (SoC) devices. It also offers sa...

MarketLine Department

Global Foundries Inc - Strategy, SWOT and Corporate Finance Report

Summary Global Foundries Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Global Foundries Inc. (Global Foundries) is a manufacturer and supplier of semiconductors. The company operates foundry with manufacturing centers across three continents. The company offers various technology and design solution such as application-specific integrated circuit (ASIC), R...

MarketLine Department

Analog Devices, Inc. - Strategy, SWOT and Corporate Finance Report

Analog Devices, Inc. - Strategy, SWOT and Corporate Finance Report Summary Analog Devices, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Analog Devices, Inc. (Analog Devices or 'the company') is engaged in the design, manufacture and marketing of high-performance analog, mixed-signal and digital signal processing integrated circuits (ICs), algorithms, so...

MarketLine Department

Infineon Technologies AG - Strategy, SWOT and Corporate Finance Report

Infineon Technologies AG - Strategy, SWOT and Corporate Finance Report Summary Infineon Technologies AG - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Infineon Technologies AG (Infineon) is a provider of semiconductor and system solutions. The company offers products, including automotive system integrated circuits (ICs), microcontrollers (MCUs), and smart car...

MarketLine Department

ON Semiconductor Corporation - Strategy, SWOT and Corporate Finance Report

ON Semiconductor Corporation - Strategy, SWOT and Corporate Finance Report Summary ON Semiconductor Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights ON Semiconductor Corporation (ON Semiconductor or ‘the company’) is a supplier of semiconductor-based solutions. It offers a broad portfolio of connectivity, sensors, power management, analog, logic, tim...

Expert Corporate Governance Service (ECGS)

NXP Semiconductors - AGM 17 June 2019

In general, NXP Semiconductors ("NXP") is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEMS 3a-3h, it is proposed to (re-)elect the board of directors. In view of concerns over aggregate time commitments, ECGS recommends to vote OPPOSE to the re-election of: Mr. Josef Kaeser (ITEM 3d), Ms. Lena Olving (ITEM 3e), Ms. Julie Southern (ITEM 3g) and Mr. Karl-Henrik Sundström (ITEM 3j). Under ITEM 5, the board of directors seeks approval of a LT incentive plan and the directors' fees. ECGS is categorically NOT in favour...

Expert Corporate Governance Service (ECGS)

Proxy Report 22/06/2018

On 27 October 2016, Qualcomm Incorporated and NXP Semiconductors N.V. announced a definitive agreement, unanimously approved by the boards of directors of both companies, under which Qualcomm will acquire NXP. Pursuant to the agreement, a subsidiary of Qualcomm will commence a tender offer to acquire all of the issued and outstanding shares of NXP for USD 110.00 per share in cash, representing a transactionagreement value of approximately USD 38,5bn. At the EGM of 27 January 2017, shareholders of NXP approved the purchase plans. Pending the receipt of certain regulatory approvals, most notably...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Market remains in purgatory Purgatory is a reference we have used to describe the state of the market numerous times throughout 2019, and we believe this remains the case. Technical signals continue to suggest that while there are little-to-no signs for us to expect impending doom (economic data notwithstanding), there is also little to suggest an imminent broad market rally. Until these signals begin leading us one way or the other, our neutral outlook remains appropriate. • Small-caps, Transports, Banks. Small-caps underperforming large-caps remains on our list of concerns as it has for mo...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: U.S. Equity Strategy

STRATEGY: Rotations in Progress As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever supply disruption in history. Investment managers are likely caught on the wrong side of the Energy Sector move and were very underweight as the Sector's performance has, year-to-date, been nothing but an anchor on performance. The age old adage of “parabolic moves often don't end well” can be applied to those areas going in either direction, up or down. These events as we have seen throughout history often mark a top...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading equal-weight Energy Of the ten items highlighted in last week's Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted Energy and UK/European Financials are breaking out. Just as important, the other eight items have not deteriorated significantly. This only serves to add to our already positive outlook as equities are poised to test all-time highs. • Upgrading equal-weight Energy to market weight. Energy equities are waking up and beginning to respond to higher crude oil prices. We are upgrading equal-weight Energy to market weight as ...

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