AMS AG : Excellent momentum in fundamentals, strong upward revisions, valuation attractive again, gets the “benefit of the doubt†on OSRAM…
>Buy. We give the management the ‘benefit of the doubt’ on OSRAM Licht - Following yesterday’s excellent Q2 2019 publication reflecting the group’s current momentum, we reiterate our Buy rating. We do so despite the questions that arise after the announcement that ams will again examine the possibility of making an offer for OSRAM Licht. Despite the fact that the image and momentum of OSRAM Licht are not positive, we understand: 1/ that ams believes that it has attrac...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.
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