AMS AG : Feedback from road show - current share price is a good opportunity
>Buy recommendation reiterated and target price of CHF 55 after road show. Current share price offers attractive window of opportunity - We organised a road show in Paris with Moritz Gmeiner, Head of IR at ams. We confirm our Buy recommendation with a target price of CHF 55 (WACC of 9%, long-term operating margin of 15%). We looked at the main factors behind the stock's performance: 1/ the consequences of the Huawei affair; 2/ the relationship with Apple; 3/ trends in...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.