ams OSRAM : Une publication qui ne rassure pas sur la crédibilité des cibles 2024
>Opinion Sous-performance, OC abaissé à 6,5 CHF (vs 7 CHF) - Le titre ams OSRAM était en baisse de 17% hier en raison d’une guidance T1 très décevante (18% < aux attentes), une nouvelle révision en baisse des objectifs 2024 et l’attente de revenus MicroLED ‘significatifs’ seulement à partir de 2025. Suite à cette publication, nous abaissons nos prévisions de 18% sur le BPA 2023e (révision en baisse du CA de 5% et de la MOP à 7,5% vs 8,5% précédemment), conduisant à un...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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