AMS AG : Feedback from road show with CEO/CFO/HIR – Very confident on core business and OSRAM
>We reiterate our Buy recommendation, target price CHF 25 - Following a road show with ams AG’s management (CEO/CFO/HIR), we reiterate our Buy recommendation and our target price of CHF 25. The road show lent weight to our investment case: 1/ ams’ core activity continue to hold out well (for Q3/Q4 but also a bright outlook for 2021), 2/ the integration of OSRAM comes just as its activity begins to bounce back with the automotive market and development projects for sh...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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