Report
ams OSRAM : The rebound in activity is delayed
>Earnings and leverage can improve from 2025, in case inventory corrections do not last for too long - ams OSRAM’s earnings recovery has been delayed by the persisting weakness in the industrial end market and a recent softening of the auto end market since the summer, leading to an inventory correction that usually lasts a couple of quarters. This development, combined with seasonality patterns, should lead to a sequential decline in operating results in Q4 and a m...
Underlying
AMS-OSRAM AG
Provider
Oddo BHF
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.
Pierre François Merveille
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