AMS AG : Business cœur solide+ OSRAM qui peut devenir un puissant levier sur les marges = Achat réitéré, OC 25 CHF (vs 20 CHF)
>Opinion Achat réitérée, OC relevé à 25 CHF (vs 20 CHF) - Nous réitérons notre opinion Achat et relevons notre OC à 25 CHF (vs 20 CHF). Nous relevons notre BPA 2021e de 35%. Notre opinion positive et le relèvement d’OC s’appuient à la fois sur 1/ une activité cœur d’ams qui continue de bien se porter (sur T3 et manifestement les perspectives du T4) et 2/ sur l’intégration d’OSRAM dans notre modèle, au moment où l’activité semble avoir touché un point bas et bénéficie ...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.
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.