ams OSRAM : Toujours sans signe clair de reprise, le groupe devrait continuer de souffrir d’un problème de crédibilité
>Opinion Sous-performance, OC abaissé à 5,8 CHF (vs 6,5 CHF) - Le titre ams OSRAM était en baisse de 8% hier en raison notamment d’une guidance T2 très décevante. Suite à cette publication, nous abaissons nos prévisions de BPA 2024 de 17% (révision en baisse du CA de 5% et de la MOP à 9.5% vs 10.5% précédemment), conduisant à une diminution de notre OC à 5,8 CHF (vs 6,5 CHF). Par ailleurs, si le management a indiqué être optimiste sur une reprise au S2, il n’a pas don...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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