AMS AG : Excellente dynamique sur les fondamentaux, des fortes révisions en hausse, une valorisation de nouveau attractive, le ‘bénéfice du doute’ sur OSRAM…
>Opinion Achat. Nous laissons le ‘bénéfice du doute’ sur OSRAM Licht - Suite à l’excellente publication T2 2019 d’hier reflétant la dynamique dans laquelle s’inscrit aujourd’hui le groupe, nous réitérons notre opinion Achat. Ceci, malgré les questions que pose la déclaration selon laquelle ams va de nouveau évaluer la possibilité de faire une offre sur OSRAM Licht. En dépit du fait que l’image et la dynamique d’OSRAM Licht ne sont pas positives, nous comprenons 1/ qu’...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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