ams OSRAM Action Forum

Summary Earnings, 07.11.

$MUV2 (-0,5 %)
| Munich Re Q3 24 Earnings

EPS EU7.02 (est EU6.67)

Sees FY Insurance Rev. About EU61B, Saw About EU59B

Sees FY Profit Above EU5B, Saw EU5B

$RHM (+1,63 %) | Rheinmetall AG Q3 24 Earnings

Sales EU2.45B (est EU2.42B)

Still Sees FY Sales About EU10B (est EU9.99B)

Sees FY Operating Margin At Upper End Of Guidance

Nissan Motor Q2 2024 Earnings $7201 (+0,06 %)

Q2 Operating Income 31.91B Yen (est 65.25B Yen)

Q2 Net Loss 9.34B Yen (est Profit 49.07B Yen)

Sees FY Oper Income 150.00B Yen, Saw 500.00B Yen

To Cut 9,000 Jobs Globally

To Reduce Global Production Capacity By 20%

To Sell Back Up To 10.02% Of Mitsubishi Motors Shares

Air France KLM Q3 24 Earnings $AF

EBITDA EU1.90B (est EU1.9B)

Rev EU8.98B (est EU8.88B)

Net Income EU780M (est EU874.3M)

Sees FY Capex EU3B, Saw Below EU3B

$TEF (+1,75 %) | Telefonica Q3 24 Earnings

REV. EU10.02B (est EU10B)

Adj. EBITDA EU3.26B (est EU3.26B)

Net Income EU10M (est EU357M)

To Book €314 Million Non-Cash Impairment For Peru

ArcelorMittal Q3 24 Earnings: $MT (-1,08 %)

- Sales $15.20B (est $15.23B)

- EBITDA $1.58B (est $1.47B)

- Still Sees FY CAPEX $4.5B To $5.0B

- Markets Conditions Are 'Unsustainable'

- Positive On Medium/Long Term Outlook

Daimler Truck Holdings Q3 24 Earnings: $DTG (-4,27 %)

- Rev EU13.14B (est EU12.98B)

- Adj EBIT EU1.19B (est EU1.13B)

- Still Sees FY Rev EU53B To EU55B (est EU53.45B)

Adyen disappoints with lower than expected sales growth and loses 13% on the stock market. $ADYEN (-4,7 %)

Lanxess-shares rise by 4.4% to 26.80 euros after a positive quarterly report, having previously fallen by 13%. The operating margin exceeds expectations, although prices weaken. $LXS (-3,58 %)

National Grid increased its adjusted operating profit by 14% to 2 billion pounds in the first half of the financial year and expects an increase of around 10% for the year as a whole. Higher fees in New York and higher revenues in the UK are supporting growth. $NG. (-0,42 %)

AMS-Osram increased its profitability in the third quarter despite a decline in sales, but expects business development to be subdued in the fourth quarter and early 2025. To ensure profitability, the company plans further cost reductions of 225 million euros by the end of 2026. $AMS

Suess Microtec is more optimistic after a strong third quarter and now expects to achieve its annual targets in the upper half of the forecast range. Sales are expected to reach 380 to 410 million euros, with an EBIT margin of 14 to 16 percent. $SMHN (+1,16 %)

The investment company Mutares slips into the red operationally in the third quarter with an adjusted EBITDA loss of EUR 16.5 million. However, sales increased by 14% to 3.9 billion euros. $MUX (-3,12 %)

Delivery Hero expects a free cash flow of EUR 50 to 100 million for 2024 and anticipates GMV growth at the upper end of the forecast of 7 to 9 percent. However, the Group expects adjusted EBITDA to be at the lower end of the range of EUR 725 to 775 million. $DHE

Deutz recorded an 80% drop in profits to EUR 7.2 million in the third quarter and slipped into the red with a bottom line of EUR 2 million. Turnover falls by 14.9% to 430.4 million euros due to a slump in demand. $DEZ (-3,78 %)

Compugroup Medical records a decline in EBITDA in the third quarter

EBITDA fell by 12% to 54.9 million euros in the third quarter, but slightly exceeded

analysts' expectations slightly. Turnover falls by 1% to 283.4 million euros

euros, and the company confirms its reduced forecast for 2024. $COP (-0,13 %)

Alzchem reports a jump in profits for the first nine months with

a 36% increase in EBITDA to EUR 76.8 million and increases the EBITDA margin to

EBITDA margin to 18.5 %. The Group is sticking to its profit target for 2024

but is aiming for the lower end of the sales forecast due to the discontinuation of low-margin

the lower end of the sales forecast. $ACT (-2,51 %)

Nordex is raising its forecast for the EBITDA margin for 2024 and

now expects it to be closer to the upper end of the range of three to four

percent. In the first nine months of the year, the company recorded

an increase in revenue of 14 percent to EUR 5.1 billion and an improved

improved EBITDA margin of 3.7 percent. $NDX1 (-0,04 %)

Nemetschek recorded an increase in revenue in the third quarter thanks to the

thanks to the GoCanvas acquisition, Nemetschek recorded a 15.1% increase in revenues to 253 million euros,

however, earnings remained slightly below expectations. The

The operating costs of the acquisition put pressure on profits, so that EBITDA

increases by 6.7 %. $NEM (-0,52 %)

Rational increases earnings before interest and taxes in the third quarter

taxes by 18% to just under 78 million euros, exceeding analysts'

analysts' expectations, while sales revenues grew by 8% to 294 million

euros. The company confirms its forecast for the year. $RAA (+2,46 %)

$AMS
@Kundenservice

Since the stock split, something seems to be wrong here.

Could you take the opportunity to check this?

Thank you very much!

(Switzerland) - The most important dates for this trading week

This week is the best of the year for real number crunchers: More than forty listed companies will present their half-year report. These include small companies such as the Walliser Kantonalbank (WKBN), but also big names on the Swiss market such as $ROG (-1,13 %) and $NESNE / $NESN (-0,22 %) . Naturally, observers will be keeping a close eye on the outlook for the second half of the year.

On Monday, only the climate specialist Belimo $B9H will report on the first half of the year.

Seven companies have announced their reports for Tuesday. These are the logistics company Kuehne + Nagel $KNIN (-0,47 %)
, the chocolate manufacturer Lindt & Sprüngli
$LISN (+1,31 %) and the fragrance producer Givaudan $GIVN (+0,16 %)
, also reporting Logitech $LOGN (-1,67 %), Dätwyler $DAE (+0,13 %)
, Temenos $TEMN (-2,77 %) and the Valais Cantonal Bank ($WKBN). At Lindt & Sprüngli $LISN (+1,31 %) will be watching for comments on the high cocoa prices. At Kühne + Nagel $KNIN (-0,47 %) the renewed increase in the complexity of sea transportation due to the threat to shipping in the Red Sea could have an initial positive effect.

On Wednesday, nine companies will give an insight into their finances. For example, the goods inspector SGS
$SGSN (+0,99 %) and also Bobst ($BOBNN) , So $ALSN (+0,59 %)
Cembra Money Bank $CMBN (+0,91 %)
, Cicor $CICN (+0,83 %)
Cosmo Pharmaceuticals $COPN (-1,08 %)
EFG International $EFGN (+0 %)

and Medacta $MOVE (-0,9 %)
. At SGS $SGSN (+0,99 %) it is to be expected that, as in previous quarters, decent sales growth will be offset by negative exchange rate effects.

Thursday is the highlight of the interim reporting season: a total of sixteen company reports are on the agenda. Among them are Nestlé $NESN (-0,22 %)
, Roche $ROG (-1,13 %)
, Lonza
$LONN (+0,36 %) and Julius Baer $BAER (-0,59 %)
, but also Bachem $BANB, Bucher $BUCN (-1,09 %)
, Galderma $GALD
, Autoneum $AUTN (-1,83 %)
, Bellevue $BBN (-0,31 %)
, Calida $CALN (-1,75 %)
, Idorsia $IDIA (+11,21 %)
, Leonteq $LEON (+2,02 %)
, the Graubündner Kantonalbank $GRKP (+0,54 %)
, Meier Tobler $MTG (-0,25 %)
, StarragTornos $STGN and Valiant $VATN (+0,83 %)
. At Nestlé $NESN (-0,22 %) the question is whether a return to positive growth rates can be achieved.

Many listed companies have once again announced their half-year figures for Friday. They include Holcim $HOLN (+0,32 %)
Sulzer $SUN (-0,48 %)
, Vontobel $VONN (-0,17 %)
, Forbo $FORN (-1,03 %)
, APG $APGN (-1,43 %)
, Zehnder $ZEHN (-1,25 %)
, Orell Füssli $OFN (+0,86 %)
, Lem $LEHN (-2,99 %)
, AMS Osram $AMS and BB Biotech $BION (+1,39 %) and the SIX as the operator of the Swiss stock exchange. The industrial group Sulzer $SUN (-0,48 %) should deliver a positive surprise after a strong performance that has been ongoing for some time.

Have a good week everyone!

GG

Switzerland: Quarterly reports, AGMs and annual financial statements for the coming week:

The start will be $ARYN (-0,46 %) on Monday with the announcement of its sales figures for the first quarter. After a successful turnaround, expectations for the baked goods group are correspondingly high. The Annual General Meetings of Zurich Airport and the energy company will also take place on this day. $BKW (+0,19 %) take place on the same day.

On Tuesday a packed day awaits us: $NOVN (+0,5 %) , $KNIN (-0,47 %) , $TEMN (-2,77 %) and $PMN (-0,89 %) announce their quarterly results. It is expected that $NOVN (+0,5 %) will achieve or even exceed its own annual targets, having already exceeded expectations several times last year. Also $TEMN (-2,77 %) is also in the spotlight, especially after recent allegations by the hedge fund Hindenburg, which the company intends to refute through internal investigations. The company continues to publish $XLS and $HREN its annual figures for 2023. $BCGE (-0,19 %) , $EDHN (-0,78 %) , $FTON (-1,48 %) , $VBSN (+0,33 %) , $MIKN (+0,47 %) , $SIGN (SIG Group) and $VZUG their Annual General Meetings.

On Wednesday give $ROG (-1,13 %) , $KURN (-1,65 %) and $UBXN (+1,46 %) quarterly updates. For $ROG (-1,13 %) it is the last quarter with a significant base effect due to declining coronavirus product sales. Despite the strong Swiss franc, which is causing a headwind of 9%, sales are expected to decline by 3% compared to the first quarter of 2023. Annual General Meetings are also planned at $ARYN (-0,46 %) , $BSLN (-0,55 %) , $CMBN (+0,91 %) , $MEDX , $SFSN (+0,3 %) , $UBSG (-1,95 %) , $VARN (-0,36 %) and $ZWM .

The Thursday also remains eventful: $EMSN (-1,28 %) , $BUCN (-1,09 %) ,$NESN (-0,22 %) , $HOLN (+0,32 %) and $VONN (-0,17 %) present their quarterly results. At $NESN (-0,22 %) is showing a slow recovery, while $HOLN (+0,32 %) continues to expect strong results. Turnover and profit figures are also reported by $IFCN (-0,09 %) and the annual results for 2023 are reported by $SANN (+0,27 %) and$EEII will be presented. The Annual General Meetings on this day include $APGN (-1,43 %) , $BCV , $EPIC , $KARN (+0,18 %) and $VETN (+0,06 %) .

The end of the week (Friday) is marked by $SGSN (+0,99 %) with the publication of the sales figures for the first quarter on Friday. $AMS and $BION (+1,39 %) announce their quarterly results. Further Annual General Meetings are held at $ASWN (-1,3 %) , $BALN (+0,25 %) , $ESUN , $GLKBN (+0,22 %) , $METN (-1,19 %) , $VPBN (-1,29 %) and $WKBN (Walliser Kantonalbank). An Extraordinary General Meeting is held at $RLF to discuss a capital reduction, among other things.

Coming soon: Happy weekend! - Ditch the securities and enjoy life. 🔥💕✈️

Small gamble. I think it's a very exciting company. At +100% I would sell again

Share analysis/share presentation ⬇️

Today we are talking about the company AMS: $AMS

What is AMS and what does it do?

AMS is a company that specializes in the development and manufacture of sensor solutions. Their sensors are used in various fields, such as the automotive industry, healthcare, industrial automation and consumer electronics. They offer a wide range of products including optical sensors, image sensors, 3D sensors and much more. These sensors capture data and provide important information that can be used in various applications.

How many people does the company employ?

AMS currently employs around 20,000 people in total.

Market capitalization:

AMS currently has a market capitalization of around EUR 916 million.

Strengths of the share:

Some of AMS' strengths are:

• Innovation: AMS is known for its continuous innovation and development of new sensor solutions. They invest heavily in research and development to meet the ever-changing needs of their customers.
• Broad product range: The company offers a diverse range of sensor solutions for different industries and applications. From optical sensors to environmental sensors to image sensors, they also have a wide range of products to meet the needs of their customers.
• Quality standards: AMS places great emphasis on quality and reliability. Their sensors are manufactured and tested to strict quality standards to ensure that they meet the requirements of their customers.
• Customer proximity: AMS works closely with their customers to develop customized sensor solutions. They understand the needs and requirements of their customers and work closely with them to find solutions that meet their needs.
• Sustainability: The company is committed to sustainability and develops sensor solutions that are environmentally friendly and energy efficient. They strive to minimize the impact of their products on the environment.

Weaknesses of the stock:

Some weaknesses of AMS are:

• Competition: AMS operates in an intensely competitive market where other companies offer similar sensor solutions. This requires AMS to continuously innovate and be able to differentiate itself from other suppliers.
• Dependence on specific industries: The company operates in various industries, such as automotive and consumer electronics. A weakness could be that the company is dependent on demand and developments in these specific industries.
• Technological changes: The sensor solutions sector is heavily influenced by technological changes. New technologies could render AMS's existing products obsolete or force the company to invest in new technologies in order to remain competitive.
• Dependence on suppliers: The company could be dependent on certain suppliers to obtain the necessary components for its sensor solutions. Delays or bottlenecks in deliveries could have a negative impact on the production and delivery of products.

A little more about the business model:

AMS is a company that specializes in the development and manufacture of sensor solutions. AMS's business model is based on developing innovative sensor technologies and selling them to various industries. The company offers a wide range of sensor solutions that can be used in various applications. These include, for example, sensors for ambient light measurement, gesture recognition, facial recognition and biometric authentication. These sensors are used in products such as smartphones, tablets, wearables, vehicles and industrial equipment. Close collaboration with customers is an important aspect of AMS's business model. The company works closely with its customers to develop customized sensor solutions that meet their specific requirements and needs. Through this collaboration, ams can ensure that its sensors can be optimally integrated into end products and provide added value for customers. In addition, AMS also has a strong focus on innovation and research and development. The company continuously invests in the development of new technologies and products to provide its customers with the latest and most advanced sensor solutions. This enables AMS to stand out from the competition and gain a competitive advantage. Another important part of AM's business model is its global presence. The company operates internationally and has subsidiaries and production facilities all over the world. This allows ams to serve its customers worldwide and cater to the specific requirements of different markets. To summarize, ams' business model is based on developing innovative sensor solutions and selling them to different industries

A little more about the industry:

AMS' industry is the so-called sensor industry. The company develops and produces sensor solutions for various applications. Sensors are electronic components that measure physical or chemical properties and are integrated into electronic devices. The sensor industry is an important part of the electronics industry and has a wide range of applications, from smartphones and wearables to vehicles and industrial equipment. AMS is a leading player in this industry and is characterized by its innovative and customized sensor solutions.

When and where was AMS founded?

AMS was founded in Austria in 1981. More precisely, the company was founded in Premstätten, a small town near Graz. The founders of AMS were Dr. Ivan R. Maxim and Dr. Ernst Kozeschnik. Since its foundation, AMS has developed into a global company and today has branches and production facilities all over the world. It is impressive to see how AMS has grown continuously since its foundation and has become a leading company in the sensor industry.

The goal of AMS :

AMS aims to develop and manufacture innovative sensor solutions to make the world smarter and more connected. The company strives to improve people's quality of life through advanced technologies. AMS focuses on providing sensor solutions that can be used in various industries and applications, such as automotive, medical, consumer electronics and industrial automation. By developing high-precision sensors, AMS helps to increase the efficiency and performance of products. For example, AMS' sensor solutions enable vehicles to drive more safely, medical devices to measure more accurately and smart devices to connect seamlessly. AMS strives for continuous innovation to shape the technology of tomorrow and support customers worldwide.

Your opinion:

Now I would like to hear your opinion on this stock in the comments.

I personally find the company very interesting and will continue to monitor it. It was an unknown company to me until recently, but that's exactly why I wanted to introduce you to the share.

What do you think of AMS and were you already familiar with this company?

Do you perhaps already have the share in your portfolio?

Please let me know in the comments.

This is of course not investment advice but just my own opinion that I would like to share with you.

What is your opinion about this company? Does it have potential to grow in the future? Currently there is quite a semiconductor crisis...