Report
Stephane Houri

AMS AG : Feedback de roadshow CEO/CFO/HIR – Très confiants sur le business cœur et OSRAM

>Nous réitérons notre opinion Achat, OC 25 CHF - Suite à une journée de roadshow avec le management d’ams AG (CEO/CFO/HIR), nous réitérons notre opinion Achat, ainsi que notre OC de 25 CHF. Nous ressortons confortés dans notre thèse d’investissement : 1/ l’activité cœur d’ams continue de bien se porter (sur T3/T4 mais aussi de bonnes perspectives sur 2021) et 2/ l’intégration d’OSRAM intervient au moment où son activité commence à rebondir avec le marché automobile et...
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

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