Added to YB: 2024-10-01
Pitch date: 2024-07-25
IFNNY [bullish]
Infineon Technologies AG
+62.08%
current return
Author Info
No bio for this author
Company Info
Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas.
Market Cap
EUR 56.6B
Pitch Price
EUR 33.21
Price Target
N/A
Dividend
0.80%
EV/EBITDA
14.89
P/E
56.51
EV/Sales
4.16
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Lazard International Strategic Equity Portfolio New Position: Infineon Technologies AG
IFNNY: Leader in auto semiconductors, esp. power-semis for EVs. 4x chip content in EVs vs ICE. Top market share in EV inverters. Long-term OEM agreements improve visibility. Structural growth from auto electrification. Re-initiated position on de-risked guidance & AI server focus. 16x 2025 PE, 15% ROE.
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