- 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 at least partial compensation from other customers and markets.
- The company’s CapEx needs will be much smaller this year.
- The main risks are in pricing and a slowing economy.
ams AG Is Still Cheap
April 27th, 2019 · No Comments