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ams AG Bought OSRAM At Exactly The Wrong Time

April 11th, 2020 · Comments Off on ams AG Bought OSRAM At Exactly The Wrong Time

The company had a stellar 2019, and while 2020 prospects would have been affected by the coronavirus pandemic anyway, they have turned south. ams is in the midst of acquiring OSRAM, a company which will experience stronger headwinds from the pandemic as auto sales are collapsing at least temporarily. Worse is the company is now […]

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Tags: AMSSY

ams AG Is In A Strong Recovery, We Feel Not All Is Priced In Yet

August 2nd, 2019 · Comments Off on ams AG Is In A Strong Recovery, We Feel Not All Is Priced In Yet

The stock had sunk way too far late last year, and booming business is now bringing it back up. The company is a main winner in the 3D sensing arena, which is only in the early innings as applications multiply and the tech moves beyond smartphones. The revenue ramp is producing a margin recovery, cash […]

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Tags: AMSSY

ams AG Is Still Cheap

April 27th, 2019 · Comments Off on 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 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 […]

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Tags: AMSSY

AMS AG Has Been Punished Too Much

November 14th, 2018 · Comments Off on AMS AG Has Been Punished Too Much

The share price are off by almost two-thirds from their peak earlier in the year on disappointing growth and gross margin compression. But new design wins in the Android space should allay fears and we think the worst case scenario which is priced in isn’t going to materialize. The company is still on track on […]

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Tags: AMSSY