Report
Stephane Houri

AMS AG : A serious CMD, which sets the lines for the long term, but weak in the short term

>Without providing a precise time frame, ams-OSRAM confirms its long-term targets - Yesterday, ams-OSRAM organised a virtual CMD and confirmed its financial model, i.e. a CAGR for sales in the double-digits and an EBIT margin at least equal to 20%, although without providing any precise time frame. In order to achieve this margin target, the group is targeting a gross margin of around 40% of sales (essentially thanks to the discontinuation of non-profitable businesse...
Underlying
Ams AG

AMS provides advanced sensor and analog solutions for high value and emerging markets. Co.'s markets include Consumer and Communications and Industrial, Medical, Automotive. Co. delivers a broad range of innovative technology solutions for consumer electronics and communication device manufacturers including intelligent light sensors, MEMS microphone ICs, NFC solutions, active noise-cancelling ICs and ultra-low power management solutions. Co. offers customized, application-specific integrated circuits and standard solutions for a broad range of industrial applications including automation and control, position sensors, building automation, security and high-resolution seismic analysis.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Houri

ResearchPool Subscriptions

Get the most out of your insights

Get in touch