ams AG Is Still Cheap
We think the shares of ams AG are still cheap, despite an impressive recovery from the lows late last year. While Apple, its biggest customer has disappointed, we can expect […]
We think the shares of ams AG are still cheap, despite an impressive recovery from the lows late last year. While Apple, its biggest customer has disappointed, we can expect […]
The company is powered ahead by some favorable long-term trend, as its clients require more operational visibility. The booming sales powers margin expansion and boosts cash flow, which is invested […]
Investors feel whiplashed by the Fed, but while this is understandable, this isn’t necessarily justified as financial markets are a bit of a side show for the Fed. The Fed […]
The predicted growth acceleration is finally materializing. Costs are also increasing as the company invests in business and product development. But the shares are still reasonably priced and we think […]
The company suffered from a slowdown in its domestic wholesale business and currency headwinds in its international business, producing disappointing growth figures. However, margins and especially cash flow have strengthened […]
With a booming business, investors can take advantage of a depressed valuation because of a share offering. There are some negatives, cash flow is negative but about to turn and […]
Rising traffic acquisition costs and macro headwinds have led to stagnation. But given that half the market cap is in cash and short-term investments, the shares are not expensive. Underneath, […]
The company is an innovator in the combined memory and storage space (NVDIMM) and that’s validated by a deal with Samsung, but it’s unclear what the potential is here. The […]
Much of Ebix’s business comes from EbixCash, its Indian subsidiary which generates most of its revenue through software platforms combined with third-party kiosks. This ‘phygital’ strategy is smart and reproducible […]
The company is going gangbusters and in fact the whole sector is rapidly growing. The two acquisitions the company executed recently seem a good fit. Yet the weight of evidence […]