AUSTRIAMICROSYSTEMS Forum: Community User: Kuh29

Oh man was war das denn gestern ?? Habe mich diesmal von der Panik mitreißen lassen und plus Minus Null verkauft :((( ärgere mich jetzt

Bin raus...

Ich gebe es zu, nachdem der Kurs nicht mehr gefallen ist bin ich wieder mit eine kleinen Position rein, dachte es geht vielleicht weiter runter

Eventuell wäre eine Uebernahme gar nicht die schlechteste Option. Auch für uns Aktionäre: By Liam Proud LONDON, Feb 5 (Reuters Breakingviews) - European chipmakers are a sorry bunch. Smartphone sales are slowing, while major customers like Apple are squeezing them on price. The best option for AMS , Austria’s $1.9 billion sensor-chip specialist, may be a sale to a fellow supplier like STMicroelectronics . AMS shares fell 16 percent on Tuesday after the maker of facial-recognition chips suspended dividends and said it wouldn’t give a forecast for 2019 sales. The first problem is declining revenue: first-quarter sales will be between $350 million and $390 million, AMS reckons, compared with $491 million in the final three months of 2018. Second, behemoths like Apple are using their size to demand lower prices from suppliers: AMS’s operating margin last year was 9 percent compared with 16 percent in 2017. Chief Executive Alexander Everke could keep battling on. But AMS’s $1.4 billion debt pile means he can’t keep throwing as much money at technology and manufacturing capacity as he used to. Operating cash flow last year was lower than capital expenditure, meaning AMS was burning cash. Without a dividend or full-year forecast from the company, shareholders are left hoping that past investments will soon pay off. Their faith is waning: shares are down almost 70 percent in the last six months, compared with declines of 18 percent for Apple and 27 percent for STM. Selling may be a better option. Peer STM has about $700 million of net cash, using Refinitiv data, and will generate roughly $2.2 billion in EBITDA this year. That means it could pay a 25 percent equity premium for AMS, or $2.3 billion overall, absorb its debt pile and still keep leverage at an acceptable 1.1 times combined EBITDA. It’d gain extra negotiating clout with the likes of Apple and other phone and carmakers looking for sensor chips, and could rip out overlapping costs. The returns look promising. Including debt and a 25 percent equity premium, STM’s purchase price would be $3.7 billion. In return, it’d get AMS’s $393 million of 2021 operating profit, using Refinitiv estimates. Taxed at Austria’s 25 percent rate, the return is $295 million, or 8 percent before any cost or revenue synergies. Apple’s Austrian roadkill could be an attractive M&A target. ...

So sehe ich es auch

für mich ein top titel zum investieren. der sektor ist schön zerbombt und wird sich wieder erholen.

Bei 100 Stück sind es dann 200,- ausserdem investiere ich hauptsächlich in Dividenden Titel, sollte sie aber nochmal auf 17 oder darunter fallen werde ich wohl schwach werden

Nicht wegen 2 Euro, wegen immernoch knapp 30 Prozent plus

Hier heisst es wieder kleine Brötchen backen

Wegen 2€??

Bin auch raus

Und ich dachte noch vor 2 Wochen es war falsch auszusteigen, bin gespannt wie tief es fallen wird bzw ob ich dann wieder einsteige

Anschnallen... Und auf gute Einstiegskurse vorbereiten!

Ist raus: Feb 5 (Reuters) - ams AG : * REPORTS RECORD REVENUES FOR FULL YEAR 2018, UP 34% YEAR-ON-YEAR * GROUP REVENUES FOR Q4 2018 WERE USD 491.4 MILLION, UP 4% * GROUP REVENUES FOR 2018 WERE USD 1,627.4 MILLION, GROWING BY 34% FROM USD 1,213.8 MILLION IN 2017 * EBIT FOR Q4 2018 WAS USD 61.9 MILLION OR 13% OF REVENUES * ADJUSTED NET INCOME FOR 2018 WAS USD 12.1 MILLION WHILE ADJUSTED NET INCOME FOR Q4 2018 WAS USD 1.7 MILLION * Q4 2018 CASH FLOW FROM OPERATIONS WAS USD 293.5 MILLION * FOR Q1 2019, AMS EXPECTS REVENUES TO REFLECT CURRENT MORE UNFAVORABLE END MARKET ENVIRONMENT AND SUBDUED SMARTPHONE DEMAND IN ADDITION TO CHARACTERISTIC Q1 CONSUMER MARKET SEASONALITY * EXPECTS Q1 REVENUES OF USD 350-390 MILLION * TOTAL BACKLOG ON 31 DECEMBER 2018 USD 332.9 MILLION (USD 590.2 MILLION ON 30 SEPTEMBER 2018) * AMS FORESEES A Q1 ADJUSTED OPERATING (EBIT) MARGIN IN LOW SINGLE-DIGIT PERCENTAGE RANGE. * DECIDED TO SUSPEND ITS CASH DIVIDEND POLICY FOR FISCAL YEAR 2018 * TO EXPECT VERY SIGNIFICANTLY LOWER CAPITAL EXPENDITURES FOR 2019 COMPARED TO 2018 * DECIDED TO POSTPONE PLANNED SECONDARY LISTING AT HONG KONG STOCK EXCHANGE (HKEX) * EXPECTS TO PURSUE PLANNED SECONDARY LISTING AT A LATER POINT IN TIME Source text for Eikon: Further company coverage: (Gdynia Newsroom) ((gdynia.newsroom@thomsonreuters.com; +48 58 772 0920;))

@smartdrago: weisst Du, um welche Zeit? Vor oder nach Eröffnung?

Morgen früh gibts hier die Jahreszahlen und q4