INFINEON delude il mercato e lancia profit warning

  • Ecco la 60° Edizione del settimanale "Le opportunità di Borsa" dedicato ai consulenti finanziari ed esperti di borsa.

    Questa settimana abbiamo assistito a nuovi record assoluti in Europa e a Wall Street. Il tutto, dopo una ottava che ha visto il susseguirsi di riunioni di banche centrali. Lunedì la Bank of Japan (BoJ) ha alzato i tassi per la prima volta dal 2007, mettendo fine all’era del costo del denaro negativo e al controllo della curva dei rendimenti. Mercoledì la Federal Reserve (Fed) ha confermato i tassi nel range 5,25%-5,50%, mentre i “dots”, le proiezioni dei funzionari sul costo del denaro, indicano sempre tre tagli nel corso del 2024. Il Fomc ha anche discusso in merito ad un possibile rallentamento del ritmo di riduzione del portafoglio titoli. Ieri la Bank of England (BoE) ha lasciato i tassi di interesse invariati al 5,25%. Per continuare a leggere visita il link

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Infineon, trim2 sotto le stime, titolo scivola in pre-borsa



FRANCOFORTE, 26 aprile (Reuters) - Infineon ha annunciato oggi una perdita peggiore delle attese nei tre mesi a fine marzo, affermando di non prevedere nessun miglioramento significativo della domanda nel trimestre in corso. Il titolo ha preso la via del ribasso già nel pre-borsa, cedendo 2,7 punti percentuali su Instinet. Il primo produttore di chip in Europa ha registrato in quella che è il suo secondo trimestre una perdita operativa pari a 117 milioni di euro, di gran lunga lontano dal consensus di un rosso per 40 milioni elaborato sulla base delle stime di 16 analisti. In sintonia con le stime le vendite che nel periodo si sono attestate a 1,61 miliardi, in discesa del 12% rispetto al trimestre precedente. Anche la perdita netta, risultata pari a 114 milioni, è stato inferiore alle previsioni. Infineon ha precisato di aver iscritto in bilancio nel trimestre passato un onere relativo alla ristrutturazione della sua divisione comunicazioni pari a 74 milioni euro. 08:32-26/04
 
situazione interessante: mm 20 e 100 vicinissime incrocio e sopra mm 200
 

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sta rompendo la resistenza con volumi alti;)
 
titolo interessante da seguire e non così negativi i risultati, visto che in alcuni settori aumenta i guadagni malgrado un taglio dei prezzi del 30%
Infineon Loss Widens as Prices Fall
ComputerWire Staff

Infineon Technologies AG (Xetra: 623100.DE - news) has recorded sharply increased third-quarter losses after it was hit by reorganization charges and a sharp decline in prices for memory products which account for 40% of its revenue.

But a much-rumored spin-out of the memory business only remains an option, according to chief executive Wolfgang Ziebart who said he is looking for an improvement in the fourth quarter.

In the second quarter to June 30, the net loss was 240m euros ($289.3m), up from 56m euros ($67.7m) on revenue 15.8% lower at 1.6bn euros ($1.9bn).

Munich-based Infineon suffered charges of 81m euros ($97.2m) from the phase-out of production at its Munich-Perlach facility and impairment charges in the communications unit. In the automotive, industrial and multimarket segment, revenue was down 1% sequentially and 7% compared with last year at 625m euros ($750.3m) with the company blaming pricing pressure.

While it expects stable revenue and earnings before interest and taxation in the fourth quarter, no improvement is expected in the security and chip card business where there has been strong pressure on prices.

In the communications segment, revenue was down 5% sequentially and 25% on the year at 314m euros ($377.1m) with a squeeze on prices and reduced demand for baseband products. It did however cut the loss at the EBIT level to 88m euros ($105.6m) from a loss of 142m euros ($170.5m) in the previous quarter.

This sector is likely to take a big hit now that Infineons former parent Siemens (Xetra: 723610.DE - news) has sold it cellular handset business to BenQ, with the whole logic of the deal that BenQ can obtain better prices from chip makers now that it has more market muscle.

Infineons memory products business saw a price-per-bit decline of 30% in the quarter but managed to increase revenue sequentially by 4% to 659m euros ($791.4m) as a result of a 45% bit shipment growth and the weakening of the euro against the dollar.

The loss at the EBIT level was 125m euros ($150.1m), though it did have to absorb the ramp-up costs of the 300mm production facility at Richmond, Virginia.

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ecco il grafico. Cerca di riportasi sul canale che porta verso i massimi. I volumi sono piuttosto altini oggi
 

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praticamente a ridosso della ema 200\100\50
 

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come stm è quotata al nyse con il ticker IFX. Il prezzo USA spesso anticipa l'andamento di francoforte
 
potrebbe appoggiarsi sull'area delle medie mobili nei prossimi gg a ridosso o poco sotto gli 8
 

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a questi livelli è sopra la resistenza ribassista di lungo;)
 

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occhio;)
Grosso fornitore del VOIP. Fatturato aumentato del 700% in questo settore;)
 

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partita anche questa.;) Chiude a 8,51. Uscito upgrade ieri da hold ad accumulare

Monday October 3, 08:51 PM
Infineon Technologies upgraded to "accumulate"
NEW YORK, October 3 (newratings.com) – Analyst Henning Wagener of AC Research upgrades Infineon Technologies (Xetra: 623100 - news) (ticker:
IFX) from "keep" to "accumulate."

According to AC Research's research note published this morning, the company's competitor, Micron Technologies, surprisingly netted a profit of $43.1 million in F4Q04/05 ending August 31, 2005, significantly ahead of market expectations. Micron Technologies profited above all from business development in the areas of image sensors and flash memory chips, the analyst says. Micron Technologies' reported figures point towards a recovery in the chip sector, the analyst mentions.

Infineon Technologies has announced an expansion of the co-operation with Taiwanese memory chip producer, Nanya. The joint venture company, Inotera, is scheduled to go public on the Taiwan stock exchange, the analyst says. The initial public offering is designed for the financing of a second chip factory, the analyst adds.

Moreover, the companies have agreed to extend the existing partnership in the area of 60 nanometre chips to 300mm wafers, according to AC Research. This agreement would put the two companies in a position to increasingly share the higher costs for research and development, the analyst mentions.

At the company's current share price of E8.22, Infineon Technologies reaches a market capitalization of roughly E6 billion, the analyst says. Thus, the company seems to be rated rather moderately, AC Research adds. The figures published by Micron Technologies hint at a recovery of the chip sector, the analyst points out. AC Research, thus, expects a considerable increase in the demand for memory chips next year. Due to its favourable market position, Infineon Technologies would profit considerably from this likely market recovery, the analyst mentions.

AC Research upgrades Infineon Technologies from "keep" to "accumulate
 
occhio alla gemella sul nyse. Molto reattiva sui rimbalzi dell'indice(IFX)
 
c'è qualcosa che non torna:rolleyes:. Quota 8
Infineon: Ubs alza giudizio e prezzo obiettivo

Finanzaonline.com - 05/01/2006 11:05 - Gli analisti della Ubs hanno rivisto al rialzo il giudizio espresso sul titolo della Infineon, passando dal precedente reduce a neutral. Il prezzo obiettivo è passato dai precedenti 34 euro a 41 euro.
 
adolar ha scritto:
c'è qualcosa che non torna:rolleyes:. Quota 8
Infineon: Ubs alza giudizio e prezzo obiettivo

Finanzaonline.com - 05/01/2006 11:05 - Gli analisti della Ubs hanno rivisto al rialzo il giudizio espresso sul titolo della Infineon, passando dal precedente reduce a neutral. Il prezzo obiettivo è passato dai precedenti 34 euro a 41 euro.

Anche se Tu non hai le idee chiare io ancor meno capisco quei tp???? :confused:
Pensa che ho comprato questo titolo sul grey market a 118 € prima della quotazione.... dove essere un business pazzesco..... guarda come siamo ridotti....
saluti
 
praiadoflamengo ha scritto:
Anche se Tu non hai le idee chiare io ancor meno capisco quei tp???? :confused:
Pensa che ho comprato questo titolo sul grey market a 118 € prima della quotazione.... dove essere un business pazzesco..... guarda come siamo ridotti....
saluti
ci sarà sicuramente un errore stampa: comunque ne ho circa 3000 in pf a media 8 tra usa e e DE. Comunque sia se fa l'atto di presentare un bilancio un minimo decente questa va dritta 10€ come minimo.
 
infatti il tp è stato alzato a 9 rating neutral da reduce
Shares in Infineon Technologies AG (Xetra: 623100 - news) were 2.25 pct higher as UBS upgraded its stance on the chip stock to 'neutral' from 'reduce' and hiked its price target to 9 eur from 7.50
 
Forte pressione sui prezzi DRAM. Risultati sopra le aspettative per quanto negativi
Infineon Announces Key Figures for the Financial First Quarter 2006
20 January 2006, 10:29am ET

MUNICH, Germany--(BUSINESS WIRE)--Jan. 20, 2006--Infineon Technologies AG (NYSE:IFX)(FWB:IFX) today announced key figures for the first quarter of the 2006 financial year. The company has recorded revenues of Euro 1.67 billion and an EBIT loss of Euro 122 million. The net loss was Euro 183 million with a loss per share of Euro 0.25.

Within the business groups, the performance of the two logic segments was ahead of internal as well as average analyst expectations. The Automotive, Industrial and Multimarket segment posted revenues of Euro 652 million and an EBIT of Euro 51 million. The Communication segment saw revenues of Euro 334 million and a negative EBIT of Euro 21 million. Together, the two logic segments recorded sales of Euro 986 million and an overall positive EBIT of Euro 30 million prior to inclusion of Other Operating Segments and Corporate and Reconciliation.

The favourable development of the two logic segments could not offset a significant deterioration of the EBIT in Memory Products, mainly due to the strong decrease in average selling prices, in particular for DDR2 memories. Revenues of the Memory Products segment were Euro 678 million with an EBIT loss of Euro 118 million.

Today, Infineon will not provide further details. The company will announce complete results for the first quarter of the 2006 financial year as well as an outlook for the current quarter on January 24, 2006. The same day, Infineon will host a telephone conference with analysts and investors at 10:00 a.m. Central European Standard Time (CET), and with media at 11:30 a.m. (CET). Both conference calls will be available live and for download on Infineon's web site at http://www.infineon.com .

About Infineon

Mentioned Last Change
IFX 9.35 0.36dollars or (3.70%)
Infineon Technologies AG, Munich, Germany, offers semiconductor and system solu-tions for automotive, industrial and multimarket sectors, for applications in communica-tion, as well as memory products. With a global presence, Infineon operates through its subsidiaries in the US from San Jose, CA, in the Asia-Pacific region from Singapore and in Japan from Tokyo. In fiscal year 2005 (ending September), the company achieved sales of Euro 6.76 billion with about 36,400 employees worldwide. Infineon is listed on the DAX index of the Frankfurt Stock Exchange and on the New York Stock Exchange (ticker symbol: IFX). Further information is available at www.infineon.com .

This news release is available online at

http://www.infineon.com/news/
 
hammer sull'annuale
 

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