INFINEON WKN: 623100 ISIN: DE0006231004 Kürzel: IFX Forum: Aktien Thema: Hauptdiskussion

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3 Euro in einer Woche down, nicht schlecht. 👀

Auf Yahoo: Wolfspeed shares drop after Mizuho downgrade to sell Investing.com Thu, October 3, 2024 at 2:19 PM GMT Investing.com -- Mizuho analysts downgraded Wolfspeed Inc (NYSE:WOLF) stock from Neutral to Underperform, sending the company’s shares falling more than 5% in premarket trading Thursday. The investment bank also trimmed the price target on the stock from $17 to $7. The downgrade comes in response to several headwinds identified by the analysts, including a slower global electric vehicle (EV) sales forecast for the second half of 2024 and the full year of 2025, increased silicon carbide (SiC) supply from China, and anticipated reductions in SiC pricing. Mizuho highlighted a significant slowdown in the EV market, with growth expectations for 2024 falling to an estimated 6% year-over-year increase, down from previous estimates of 33%. The forecast for 2025 has also been reduced, with EV sales now expected to grow by only about 10% year-over-year, well below the previous forecast of 40%. Analysts also pointed out the increasing competition from China in the SiC market, with Chinese suppliers expected to ramp up production by 50-100% year-over-year in 2025, potentially leading to oversupply. This, coupled with lower pricing from Chinese competitors, is expected to exert further pressure on SiC pricing and margins. Notably, Wolfspeed's position as the sole supplier of 200mm SiC wafers is being challenged as other companies, including Coherent (NYSE:COHR) and China's Sanan Optoelectronics Co Ltd (SS:600703), enter the market. “We believe China SiC substrates are now priced at ~30-50% discount to WOLF SiC substrates,” Mizuho analysts said. “The increasing China competition, and China's push to source domestically remain a challenge.” Mizuho's revised estimates place Wolfspeed's revenue and gross margins for fiscal years 2025 and 2026 significantly below consensus, with reductions of 6% and 10% in revenue and 195 basis points (bps) and 204 bps in gross margins, respectively. The firm also cited concerns over Wolfspeed's balance sheet, with a high net debt-to-sales ratio of approximately 6.3 times and negative free cash flow projected through fiscal year 2027. In terms of valuation, Mizuho's new price target of $8 for Wolfspeed is based on 5.2x the firm's estimated fiscal year 2026 enterprise value-to-sales ratio. This valuation is considered overvalued compared to the peer group average of approximately 2.7x. For the long-term, Mizuho acknowledged potential long-term tailwinds for WOLF from fab rationalization and the introduction of new lower-cost and 800V EV models. https://finance.yahoo.com/news/wolfspeed-shares-drop-mizuho-downgrade-121927230.html

Wolfspeed , the silicon carbide technologies company, was downgraded to Underperform from Neutral at Mizuho and the price target was reduced to $8 from $17. The stock was falling 5.3% to $8.67. Es scheint, dass die chinesische SiC-Produktion um 50 bis 100 % gestiegen ist. Ich darf den Text nicht lesen, da ich bereits zu viele Artikel geöffnet habe: https://www.marketwatch.com/articles/stock-market-movers-1aa76a98?mod=mw_quote_news

Car and City: China’s monthly new energy passenger vehicle registrations hit new high in Aug. 2024 Of the PVs registered in August, 1,011,202 units were contributed by the new energy vehicle (NEV) sector, marking a highest-ever volume on a monthly basis. In the eighth month of 2024, there were a total of 1,935,668 locally-produced passenger vehicles (PVs) registered across the Chinese Mainland, representing a 3.32% year-on-year (YoY) growth and a 9.35% month-on-month increase, according to the data compiled by the Gasgoo Auto Research Institute ("GARI"). Of the PVs registered in August, 1,011,202 units were contributed by the new energy vehicle (NEV) sector, marking a highest-ever volume on a monthly basis. For clarity, the PVs hereby refer to the vehicles locally produced and registered on the Chinese Mainland. https://news.metal.com/newscontent/102976837/Car-and-City:-China%E2%80%99s-monthly-new-energy-passenger-vehicle-registrations-hit-new-high-in-Aug-2024

Ah ok. Danke 😊👍🏻

STMicroelectronics ist der größte Wettbewerber mit einer sehr ähnlich breiten Produktpalette. Und vor allem beim SiC. Auch in der IoT-Anwendung setzt Infineon auf KI. Heist Anwendungen 'on the edge'. Also nicht in der 'Cloud'

Frage vom doofen Neuling: Was hat das mit Infineon zu tun? 😬

https://www.boersia.de/infineon-aktie-kursziel-gesenkt-trotz-kaufempfehlung/?source=externalFeed-Finanznachrichten&utm_medium=Feed&utm_source=Finanznachrichten 38 ist nicht gerade das Investment für 12 Monate 🤡

Qualcomm Partners With STMicroelectronics To Boost AI-Powered IoT Connectivity by Anusuya Lahiri, Benzinga Editor October 1, 2024 12:49 PM STMicroelectronics and Qualcomm collaborate to integrate AI-powered wireless connectivity with ST's microcontroller ecosystem for IoT. Qualcomm stock rose 48% YTD, supported by handset, automotive growth, while STM stock fell 33%, hit by industrial sector weakness. 20-Year Pro Trader Reveals His “MoneyLine” — Simple Trades A simple line tells you when to buy and when to sell that’s helped Nic win 83% of his trades. Click here for access. On Tuesday, STMicroelectronics NV STM and Qualcomm Inc QCOM subsidiary Qualcomm Technologies International announced a new strategic collaboration for industrial and consumer IoT solutions augmented by edge artificial intelligence. The two companies proposed integrating Qualcomm Technologies’ leading AI-powered wireless connectivity technologies with the microcontroller (MCU) ecosystem from STMicroelectronics. Remi El-Ouazzane of STMicroelectronics said: “Wireless connectivity is key to the fast pervasion of edge AI across an ever-growing variety of use cases in enterprise, industrial, and personal applications.” https://www.benzinga.com/news/24/10/41124391/qualcomm-partners-with-stmicroelectronics-to-boost-ai-powered-iot-connectivity?utm_source=MarketWatch&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site&mod=mw_quote_news

Die sorgt ja eh immer für (kurze) Impulse an der Börse. 😉

@Ich9, vor kurzem ist relativ aber du solltest, bis auf wie du sagst die weltpolitisch ,,Lage“, eigentlich unbesorgt sein. Infineon 35€ Plus ist(für mich) Safe!

Einsteigen oder noch warten? Möglich ist alles.

Aktien-Prognosen: September 2024: Analysten sehen Potenzial bei Infineon-Aktie https://www.finanzen.net/nachricht/aktien-aktien-prognosen-september-2024-analysten-sehen-potenzial-bei-infineon-aktie-13880982 https://www.finanzen.net/nachricht/aktien-aktien-prognosen-september-2024-analysten-sehen-potenzial-bei-infineon-aktie-13880982

Hallo in die Runde. Bin seit kurzem bei Infineon eingestiegen. Bin mal gespannt, was das hier wird. Korrekturen gibts immer wieder, grade wenn Krieg im Spiel ist. Könnte mir aber vorstellen, dass es hier bald wieder gut laufen kann.

Iran launches missile attack on Israel for killing of Hezbollah leader, general https://www.cnbc.com/2024/10/01/iran-readying-imminent-ballistic-missile-attack-against-israel-us-official-tells-nbc-news.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard