Atos - Turnaround Might Be Coming In 2023-2024

Mar. 08, 2023 4:06 AM ETAtos SE (AEXAF) StockAEXAF2 Comments

Summary

  • I've been reviewing and writing on Atos for over a year at this point, and still retain small exposure to the company at this time in the form of shares.
  • I've been cold on Atos for some time now though, and I'm waiting with a better thesis and stance for when we do see some turnaround happening here.
  • The company recently reported 4Q22 and FY22 results - in this article, we'll digest these and provide a thesis for 2023.
  • Looking for a helping hand in the market? Members of iREIT on Alpha get exclusive ideas and guidance to navigate any climate. Learn More »

Abstract circuit board with a lot of micro chips

sankai

Dear readers/subscribers,

Sometimes a picture can say more than a thousand words. In the case of Atos (OTCPK:AEXAF), this picture paints a very realistic state of the company and its decline over the past 3 years.

In my past

The company discussed in this article is only one potential investment in the sector. Members of iREIT on Alpha get access to investment ideas with upsides that I view as significantly higher/better than this one. Consider subscribing and learning more here.

This article was written by

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Wolf Report is a senior analyst and private portfolio manager with over 10 years of generating value ideas in European and North American markets.

He is a contributing author and analyst for the investing group iREIT®+HOYA Capital and Wide Moat Research LLC where in addition to the U.S. market, he covers the markets of Scandinavia, Germany, France, UK, Italy, Spain, Portugal and Eastern Europe in search of reasonably valued stock ideas.

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of AEXAF, EADSY, SIEGY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice. It may be structured as such, but it is not financial advice. Investors are required and expected to do their own due diligence and research prior to any investment. Short-term trading, options trading/investment, and futures trading are potentially extremely risky investment styles. They generally are not appropriate for someone with limited capital, limited investment experience, or a lack of understanding for the necessary risk tolerance involved. The author's intent is never to give personalized financial advice, and publications are to be viewed as research and company interest pieces. The author owns the European/Scandinavian tickers (not the ADRs) of all European/Scandinavian companies listed in the articles. The author owns the Canadian tickers of all Canadian stocks written about.

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