ams OSRAM : La déception sur les cibles 2027 pose de nouveau des questions sur les problématiques de liquidité
>Opinion Sous-performance réitérée, OC ajusté à 7 CHF (vs 12 CHF) - Le titre ams OSRAM est en baisse de ~10% depuis la publication T3 24 (07/11), après des objectifs 2027 ressortis ~7% en dessous des attentes au niveau de l’EBITDA, une visibilité limitée à CT (T1 25 attendu ‘faible’) et un FCF décevant (-35 M€ en excluant l’effet d’un prépaiement vs un consensus à -17 M€). Cela nous conduit à revoir en baisse nos prévisions de BPA 2026/27e de ~45/32% et notre OC à 7 C...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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