ams-OSRAM: Why The Valuation Upside Was Clear (Rating Downgrade)
ams-OSRAM has achieved significant operational improvements and a remarkable 400% return since its lows. Despite these successes, the current valuation is considered stretched, with the market having priced in the turnaround while overlooking potential risks. As a result, the stock is now rated as a 'HOLD'.
- ▪ams-OSRAM has delivered a 400%+ return since its turnaround.
- ▪The company executed aggressive cost-cutting and asset sales, leading to an EBITDA margin surpassing 18%.
- ▪Current valuation is above 23 CHF, which is seen as stretched given the risks involved.
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