ams OSRAM : Les questionnements n’ont pas changé et le rebond boursier semble exagéré
>Opinion Sous-performance, le rebond de vendredi n’est, selon nous, pas justifié - Le rebond du titre vendredi (+18%), probablement aidé par des rachats de short, reflète la perception selon laquelle la stratégie présentée par le groupe, avec la sortie d’actifs ‘non core’ du portefeuille 1/ diminue le risque de refinancement et 2/ permettra au groupe d’atteindre un profil de marge davantage en ligne avec ses comparables. Nous ne sommes pas du même avis. Selon nous, le...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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