Report
Martin Marandon-Carlhian

AMS AG : Encore beaucoup d’incertitudes et peu de catalyseurs à court terme

>Opinion Neutre confirmée, OC abaissé à 7 CHF (vs 8 CHF) - Suite à une publication décevante (Lien vers notre réaction initiale), nous révisons en baisse notre OC à 7 CHF vs 8 CHF et maintenons notre opinion Neutre. Le titre a baissé de 5% vendredi après un T2 et des perspectives T3 très inférieurs aux attentes, notamment au niveau des marges, remettant en question la crédibilité des objectifs de marge opérationnelle à moyen/long terme (marge d’EBIT ajustée de 15% en...
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
Martin Marandon-Carlhian

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