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AMS AG 2019

34 Posts, Pagina: 1 2 » | Laatste
Gunther
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Nieuw draadje voor 2019. In 2018 een grillig koersverloop gezien. Hopelijk weet AMS vooral haar EBIT marge te laten groeien. De 3D sensor markt macro economisch blijft de komende jaren groeien dus qua omzet moet het goed zitten. In 2019 moet er bovendien een listing in HongKong volgen. Price earnings op dit moment extreem laag, maar de short sellers lijken nog niet aan het afbouwen te zijn.
Never_give_up
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ronald64
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Vanmorgen aan boord gekomen Gunther voor 19,00 euro dankzij onze vrienden van Apple.
Gunther
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Dan heb je een prachtige aankoopprijs te pakken. M.i. was dit Apple nieuws al verdisconteerd bij de omzetwaarschuwing van AMS. Nu nogmaals 20% eraf is ongelooflijk.
Gunther
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[verwijderd]
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Österreichischer Halbleiterhersteller AMS setzt Dividendenzahlung aus Nachrichtenagentur: dpa-AFX | 05.02.2019, 08:12 | 256 | 0 | 0 PRÄMSTETTEN (dpa-AFX) - Der österreichische Halbleiterhersteller AMS zahlt wegen der derzeit schwierigen Märkte und einer knappen Kasse vorerst keine Dividende mehr. Für das Geschäftsjahr 2018 soll es keine Ausschüttung mehr geben, teilte der Infineon -Konkurrent am Dienstag in Premstätten mit. Für 2017 hatte das an der Schweizer Börse notierte Unternehmen noch 33 Cent je Aktie bezahlt. Die Aussetzung der Dividende kommt für Experten überraschend. Die 13 von Bloomberg befragten Analysten hatten sogar mit einer Anhebung gerechnet. Enttäuschend fiel auch die Umsatzprognose für das laufende erste Quartal aus. Der Apple -Zulieferer kündigte zudem an, die Investitionen zurückfahren zu wollen. Der Aktienkurs brach im vorbörslichen schweizerischen Handel um knapp 10 Prozent ein./zb/mis

Österreichischer Halbleiterhersteller AMS setzt Dividendenzahlung aus | wallstreet-online.de - Vollständiger Artikel unter:
www.wallstreet-online.de/nachricht/11...

bron: www.wallstreet-online.de/nachricht/11...
Gunther
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Wat tegenvallende cijfers maar de vooruitzichten zijn goed en de cash flow trekt aan. Vandaar ook weer omhoog. Tweede helft 2019 wordt booming.
Gunther
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35,6 inmiddels. Heb de rit naar beneden plukjes bijgekocht en dat begint zich flink te lonen. 30 april de cijfers. Op jaar de 45.
Gunther
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Premstaetten, Austria (30 April 2019) -- ams (SIX: AMS), a leading worldwide supplier of high performance sensor solutions, reports first quarter results with revenues at the upper end of the guidance range and operating profitability above guidance. Driven by ams’ consumer business, these results reflect ongoing customer success in optical and 3D sensing despite a generally more subdued end market environment and typical seasonality in the consumer market. ams expects a positive sequential and year-on-year development for the second quarter with expected revenues of USD 390-430 million and a strongly higher adjusted operating margin of around 10%.

First quarter group revenues were USD 390.2 million, at the upper end of expectations, down 20% sequentially compared to the fourth quarter 2018 and down 7% from USD 418.2 million in the same quarter 2018. Adjusted gross margin for the first quarter was 32% (excluding acquisition-related and share-based compensation costs) with IFRS reported gross margin at 29% (including acquisition-related and share-based compensation costs), compared to 36% and 33% respectively in the same quarter 2018.

The adjusted result from operations (EBIT) for the first quarter was USD 23.5 million or 6% of revenues (excluding acquisition-related and share-based compensation costs), above previous guidance, while decreasing from USD 71.4 million in the same period 2018
(USD -4.5 million or -1% of revenues including acquisition-related and share-based compensation costs, down from USD 43.0 million in the same period 2018).
Gunther
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Adjusted net income for the first quarter was USD -9.5 million (excluding valuation effect of option element of foreign currency convertible bond), compared to USD 92.3 million for the same period 2018 (first quarter 2019 including valuation effect: USD -9.5 million). Adjusted basic/diluted earnings per share for the first quarter were CHF -0.12/-0.12 or USD -0.12/-0.12 based on 80,235,377/ 81,864,338 shares (weighted average; first quarter 2019 including valuation effect: CHF -0.12/-0.12 or USD -0.12/-0.12; first quarter 2018: CHF 1.20/1.12 or USD 1.15/1.08 based on 80,064,021/83,082,083 shares, weighted average).

Operating cash flow for the first quarter was USD 96.1 million, significantly up from USD 52.0 million in the same quarter last year. Total backlog on 31 March 2019 (excluding consignment stock agreements) was USD 288.4 million compared to USD 331.4 million at the end of the year 2018 and USD 319.6 million on 31 March 2018.

ams’ business performed very well in the first quarter of 2019 with results at the top end or above ams’ expectations. Driven largely by its consumer business ams recorded this positive development despite generally more subdued end market environments in addition to typical strong seasonality in the consumer market.
Gunther
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ams’ consumer business once more provided the largest contribution to its overall results. As the leader in optical sensing ams’ unmatched portfolio spans high performance solutions for 3D sensing including VCSEL (Vertical Cavity Surface-Emitting Laser)-based illumination, high quality display management including behind-OLED and TrueColor technologies, micro-scale proximity sensing, bio- and spectral sensing, and other optical applications.

ams is a leading provider of 3D sensing technology supplying significant volumes of 3D sensing solutions to consumer OEMs. ams leverages its extensive 3D sensing portfolio and system know-how including 3D hard- and software for all three approaches structured light (SL), time-of-flight (iToF), and active stereo vision (ASV). With a current focus on 3D illumination, ams supports both front-facing and world-facing 3D systems. As previously indicated, the market is moving along a multi-year adoption timeline for front-facing as well as world-facing 3D sensing where the adoption of front-facing 3D is expanding at a good pace, and world-facing 3D sensing, as anticipated, is seeing instances of early adoption.

ams is experiencing the anticipated positive momentum for wider adoption of 3D sensing this year. In line with previous comments ams saw the start of expected Android smartphone launches that include ams 3D technology in the first quarter. The previously mentioned illumination solution for a world-facing 3D sensing system at a major Android OEM has started volume shipments as expected. As anticipated, ams expects additional 3D sensing-enabled Android devices with ams 3D illumination to be launched over the course of 2019. The range of ams’ 3D solutions across Android devices either already launched or expected to be launched in 2019 comprises several front-facing 3D illumination systems including iToF solutions, the first world-facing illumination solution mentioned above and a first use of ASV. These successes are creating an expanded customer base for ams’ 3D sensing portfolio that includes the world’s leading smartphone OEMs. At the same time, they underscore ams’ position as a leading provider of 3D sensing across technologies.
Gunther
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ams’ advanced high power VCSEL portfolio is a core driver of its market success in 3D sensing. ams’ VCSEL technology offers advantages for 3D sensing illumination in all technologies SL, iToF and ASV. Moreover and in contrast to VCSEL-focused vendors, ams is able to provide full 3D illumination solutions to OEMs which incorporate VCSELs, VCSEL drivers, optics, module design and/or manufacturing. As these solutions offer high differentiation and fully optimized design for performance ams’ capabilities create an additional meaningful competitive advantage. ams therefore sees ongoing customer traction in 3D sensing where ams’ solution portfolio supports dot projection, pattern projection, different types of flood illumination and ToF proximity sensing. Based on this portfolio covering SL, iToF and ASV, ams is establishing a strong market position in 3D sensing illumination.

ams recently launched an industry-leading long-distance 1D ToF solution which provides accurate distance measurement up to around 2.5 meters. Interest from consumer OEMs is already significant looking at applications such as laser detect autofocus (LDAF) for smartphone backside cameras. In addition, ams is seeing increasing interest from other markets such as IoT.
Gunther
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Ronald, mocht je er nog in zitten dan heb je inmiddels de verdubbelaar te pakken, gefeliciteerd! Ik ben inmiddels ook ruim in de plus. Denk dat er aankomende maanden weer fantasie in dit aandeel komt en verwacht opwaartse bijstellingen van de analisten.
ronald64
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Hoi Gunther, ik ben uitgestapt. Kijk het voorlopig even aan. Inderdaad een mooie stijging meegemaakt. Veel succes en ik hoop voor jou dat er nog wat bijkomt.
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