Report
Stephane Houri

AMS AG : Feedback de roadshow - Le cours actuel offre une belle opportunité

>Opinion Achat réitérée OC 55 CHF après une journée de RS. Le cours actuel offre une fenêtre de tir attractive - Nous avons organisé une journée de roadshow à Paris avec Moritz Gmeiner, Head of IR d’ams. Nous confirmons notre opinion Achat, avec un OC de 55 CHF (CMPC de 9%, MOP LT de 15%). Nous avons abordé les principaux sujets qui expliquent la performance boursière du titre : 1/ les conséquences de l’affaire Huawei, 2/ la relation avec Apple, 3/ l’évolution de la d...
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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