Report
Stephane Houri

AMS AG : Un CMD sérieux, qui fixe les lignes à LT, mais sans souffle à CT

>Sans donner de date précise, AMS-OSRAM confirme ses objectifs LT - AMS-OSRAM a organisé hier un CMD virtuel et a confirmé son modèle financier cible soit un TMVA du CA à 2 chiffres et d’une marge d'EBIT ajustée au moins égale à 20%, sans donner d’horizon. Pour atteindre cet objectif de marge, le groupe vise une marge brute d’environ 40% du CA (majoritairement grâce aux désinvestissements de business non profitables et aux synergies), une R&D de 11/14% et des SG&A de...
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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