ams OSRAM : Une trajectoire de FCF pas encore clarifiée
>Opinion Sous-performance maintenue, OC ajusté à 1.2 CHF (vs 1.5 CHF) - Le titre ams OSRAM était en hausse de 13% vendredi dernier, grâce à des marges meilleures qu’attendu au T2 et une guidance T3 en ligne, dans un contexte de résultats plutôt décevants de ses comparables sur l’automobile. Nous retenons néanmoins aussi un ton plus prudent sur la reprise au S2 (notamment sur les segments automobile/industrie) et une trajectoire de FCF assez décevante (-119 M€ au T2 vs...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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