{ "ticker": "AMKR", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/AMKR.json", "analysis_sha256": "be32ac4c3386b5af29f789bf1a90577cd6e6014d4834559f8114a47aea9b9600", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Amkor : ventes record à +26 %, marge brute en hausse, mais un titre qui a perdu un quart de sa valeur le lendemain de la publication et deux clients à 41 % des ventes. Dossier au close du 23 septembre 2026, statut surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "AMKR : ventes de 1,90 Md$ (+26 %), prévision en hausse ; titre à 53,32 $, 45 % sous son sommet de juin ; activation au-dessus de 54,89 $ seulement.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T19:20:32.28693086Z", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T19:20:32.28693086Z", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-16T04:35:54.763Z", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "clôture au stop le 2026-09-15 (46.38)", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 46.38, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "meta.statusHistory.1.at", "value": "2026-09-24T19:20:32.28693086Z", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.statusHistory.1.at" }, { "path": "meta.statusHistory.1.note", "value": "refonte v3 du 24 septembre : nouveau scénario, clôture de référence du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.statusHistory.1.note" }, { "path": "meta.statusHistory.1.close", "value": 53.32, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/meta/statusHistory/1/close" }, { "path": "meta.lastEvent.date", "value": "2026-09-15", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/meta.lastEvent.date" }, { "path": "meta.lastEvent.close", "value": 46.38, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/meta/lastEvent/close" }, { "path": "header.price", "value": 53.32, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -2.3264334127129582, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/header/changePct" }, { "path": "header.badges.0.text", "value": "SURVEILLER — ACTIVATION AU-DESSUS DU PLUS HAUT DU 23 SEPTEMBRE", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/header.badges.0.text" }, { "path": "header.metrics.marketCap", "value": "13,2 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "2,57 M", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evEbitda", "value": "10,0×", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/header.metrics.evEbitda" }, { "path": "verdict.score", "value": 45, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Amkor a publié le 27 juillet un trimestre record : 1,90 Md$ de ventes (+26 %), une marge brute passée de 12,0 à 16,8 %, et une prévision encore plus haute pour le troisième trimestre. Le lendemain, le titre a ouvert 14,7 % plus bas et fini à −24,7 %, alors que SMH faisait −3,5 % : le marché a vendu la société, pas le secteur. La même publication annonçait 2,5 à 3,0 Md$ d’investissements sur l’année, l’équivalent d’environ un trimestre et demi de ventes. Le titre clôture le 23 septembre à 53,32 $, 45 % sous son sommet de juin, et vaut 10,0 fois l’EBITDA GAAP des douze derniers mois. Apple et Qualcomm ont fait 41 % des ventes de l’exercice 2025. Signal utile : une clôture au-dessus de 54,89 $, avec un plafond d’achat à 0,73 $ seulement au-dessus.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Ventes record de 1,90 Md$ au deuxième trimestre (+26 %) et marge brute de 16,8 %, contre 12,0 % un an plus tôt.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "Prévision du troisième trimestre à 1,95 à 2,05 Md$ de ventes et 18,5 à 19,5 % de marge brute.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Produits avancés à 1,557 Md$, 82 % des ventes, porte d’entrée du conditionnement des puces d’IA.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Liquidités de 2,5 Md$ pour une dette de 2,5 Md$ : la trésorerie couvre l’endettement.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Chute de 24,7 % le lendemain de la publication, sans baisse comparable du secteur.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Investissements prévus de 2,5 à 3,0 Md$ sur l’année : le flux libre des douze derniers mois est déjà négatif, à −172 M$.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Apple à 29,8 % et Qualcomm à 11,1 % des ventes 2025 : deux décisions d’achat ont pesé 41 % du chiffre d’affaires de l’exercice 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Positions vendeuses à 15,3 % du flottant.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 23 septembre, source de repli documentée.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.statusLabel", "value": "Micron le 30 septembre", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.statusLabel" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Micron publie le 30 septembre après la clôture selon deux calendriers concordants, non confirmé ici par l’émetteur ; Amkor conditionne des mémoires. La date du 26 octobre pour Amkor ne vient que d’un calendrier.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.statusLabel", "value": "Dernier trimestre lu dans le 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.statusLabel" }, { "path": "verdict.controlChecklist.2.evidence", "value": "La base comptable agrégée de la SEC s’arrête au 31 mars ; le trimestre au 30 juin vient directement des données structurées du 10-Q.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "verdict.controlChecklist.2.action", "value": "Chiffres de douze mois arrêtés au 30 juin.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.action" }, { "path": "business.overview", "value": "

Amkor assemble, met en boîtier et teste des puces pour le compte des fabricants de semi-conducteurs : c’est l’étape après la fonderie, avant la carte électronique. Au deuxième trimestre 2026, ses ventes ont atteint 1,898 Md$ (+26 %), dont 1,557 Md$ de produits avancés et 341 M$ de produits courants. Les communications, surtout les smartphones, pèsent 42 % des ventes du trimestre, l’informatique et les centres de données 22 %.

La marge brute est montée à 16,8 %, contre 12,0 % un an plus tôt, et le résultat opérationnel à 200 M$. La prévision du troisième trimestre vise 1,95 à 2,05 Md$ de ventes et 18,5 à 19,5 % de marge brute. En face, le groupe prévoit 2,5 à 3,0 Md$ d’investissements sur l’année, dont une nouvelle usine en Arizona.

Deux clients dominent : Apple, 29,8 % des ventes 2025 en direct, et Qualcomm, 11,1 %. En mai, Amkor a émis 1,15 Md$ d’obligations convertibles à 0 %, convertibles vers 106,37 $, soit le double du cours actuel.

", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.revenue", "value": "1,557 Md$ au deuxième trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "82 % des ventes", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.1.revenue", "value": "341 M$ au deuxième trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "18 % des ventes", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.sourceRefs.0.name", "value": "Amkor 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000043/amkr6302026erex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-07-27", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Amkor 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000014/amkr-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-02-20", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.sourceRefs.2.name", "value": "Amkor 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.name" }, { "path": "business.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000046/amkr-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.url" }, { "path": "business.sourceRefs.2.date", "value": "2026-07-28", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 27 juillet et 10-Q ; date du troisième trimestre non confirmée par l’émetteur.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Douze mois glissants au 30 juin 2026 ; dernier trimestre lu dans les données structurées du 10-Q.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.5.decision", "value": "Vente de 1 000 actions par la directrice financière le 8 septembre ; couverture officielle incomplète.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.coverageMatrix.5.decision" }, { "path": "business.coverageMatrix.6.decision", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/business.coverageMatrix.6.decision" }, { "path": "news.0.date", "value": "2026-07-28", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Gap de −14,7 %, clôture à −24,7 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le communiqué est daté du 27 juillet ; la première séance qui le reflète est celle du 28. Le titre ouvre à 51,71 $ contre 60,60 $ la veille, descend à 44,98 $ et clôture à 45,61 $. SMH fait −3,45 %, Apple +0,94 % et Qualcomm −4,21 % le même jour : la baisse est propre à Amkor. Le communiqué ne l’explique pas ; il annonce le même jour 2,5 à 3,0 Md$ d’investissements sur l’année.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.1.date", "value": "2026-09-14", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Gap de −8,5 % à l’ouverture", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Ouverture à 47,32 $ (−8,53 %), clôture à 47,12 $ (−8,91 %). SMH fait −4,75 % et Intel −5,59 % la même séance : le repli vient des puces en général, amplifié chez Amkor ; aucun dépôt ouvert ici n’en donne la cause.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.2.date", "value": "2026-05-05", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Obligations convertibles de 1,15 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "Obligations à 0,00 % échéance 2031, convertibles vers 106,37 $ par action, prime de 52,5 % sur le cours de 69,75 $ du 30 avril ; options d’achat plafonnées achetées pour 44,1 M$.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000029/amkr-20260430.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "1,90 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+26 % sur un an, record trimestriel", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "16,8 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "Contre 12,0 % un an plus tôt et 14,2 % au premier trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "1,95 à 2,05 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Marge brute de 18,5 à 19,5 %, bénéfice de 0,72 à 0,82 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.metric", "value": "Investissements prévus en 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.metric" }, { "path": "fundamentals.rows.3.value", "value": "2,5 à 3,0 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Prévision annuelle du communiqué du 27 juillet, usine d’Arizona comprise", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "7,46 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Douze mois glissants au 30 juin 2026 (XBRL SEC)", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "644 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Marge de 8,6 %, douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "555 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "1,19 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Douze mois glissants au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "−172 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Après 1,37 Md$ d’investissements ; la prévision annuelle en annonce 2,5 à 3,0 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.metric", "value": "Dette au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.metric" }, { "path": "fundamentals.rows.9.value", "value": "2,49 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Dont 1,15 Md$ d’obligations convertibles 2031 à 0 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.10.metric", "value": "Liquidités au 30 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.metric" }, { "path": "fundamentals.rows.10.value", "value": "2,51 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.11.value", "value": "10,0×", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Valeur d’entreprise au close du 2026-09-23, convertibles en dette, sur EBITDA GAAP douze mois au 2026-06-30", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.11.comparison", "value": "Versus Teradyne à 40,3×, KLA à 38,4× et Entegris à 28,7× (statistiques courantes du 24 septembre, non point-in-time) : les fournisseurs d’équipements et de matériaux se paient trois à quatre fois plus cher que le sous-traitant. ASE, pair direct, n’est pas cité : sa statistique courante mélange dollars et monnaie locale.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.comparison" }, { "path": "fundamentals.rows.12.value", "value": "1,77×", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur revenus GAAP douze mois au 2026-06-30", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.comparison", "value": "Versus une marge opérationnelle GAAP de 8,6 % : le prix reflète un métier de sous-traitance aux marges minces.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.comparison" }, { "path": "fundamentals.rows.13.value", "value": "23,8×", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Capitalisation au 2026-09-23 sur résultat net GAAP douze mois au 2026-06-30, sans élément exceptionnel significatif relevé", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus la prévision du troisième trimestre à 0,72 à 0,82 $ par action : annualisée, elle ramènerait le multiple vers dix-sept fois.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.rows.14.value", "value": "37,41 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Scénario : multiple ramené à sept fois l’EBITDA GAAP douze mois au 2026-06-30 par hypothèse, bilan du 30 juin, soit −30 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.14.comparison", "value": "Versus 10,0× aujourd’hui : sept fois correspond à un sous-traitant dont les marges retomberaient ; ce que coûterait une commande d’Apple manquée, pas un objectif.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Amkor 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000046/amkr-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-07-28", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Amkor 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000043/amkr6302026erex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-07-27", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre 2026 : ventes record de 1,898 Md$, marge brute de 16,8 %, résultat opérationnel de 200 M$ et bénéfice de 0,70 $ par action, contre 0,22 $ un an plus tôt. La guidance du troisième trimestre vise 1,95 à 2,05 Md$ de ventes, 18,5 à 19,5 % de marge brute et 0,72 à 0,82 $ par action ; les investissements de l’année sont prévus entre 2,5 et 3,0 Md$. Prochaine publication : 26 octobre selon un seul calendrier collecté, non confirmée par l’émetteur.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.nextEarnings", "value": "26 octobre 2026 selon un calendrier collecté, date non confirmée par l’émetteur.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/earnings.nextEarnings" }, { "path": "earnings.sourceRefs.0.name", "value": "Amkor 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000043/amkr6302026erex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-07-27", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "248 452 472 actions ordinaires au 21 juillet 2026 (page de garde du 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.shareHistory", "value": "Base retenue : actions ordinaires en circulation au 21 juillet. Passage au nombre dilué : le 10-Q ne retient aucune action potentielle issue des obligations convertibles 2031, le cours moyen étant resté sous le prix de conversion ; les 1,15 Md$ convertibles donneraient au plus environ 10,8 millions d’actions à 106,37 $, 4,4 % de plus, et le nominal se rembourse en numéraire. Des options d’achat plafonnées, achetées 44,1 M$, réduisent encore cette dilution. Les 1,15 Md$ sont comptés en dette dans la valeur d’entreprise. Les attributions salariales ne sont pas ajoutées au dénominateur.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Amkor 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000046/amkr-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-07-28", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Amkor 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000029/amkr-20260430.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-05-05", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "Amkor 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000026/amkrapril2026ex991converti.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-04-30", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "filingsReview.summary", "value": "Cinq dépôts décisionnels ouverts et hachés. Ils montrent un sous-traitant dont les marges remontent vite, qui investit massivement, s’est financé en convertibles à prix de conversion lointain, et dépendait de deux clients pour 41 % de ses ventes en 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-07-28", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001047127-26-000046", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Rapport trimestriel au 30 juin 2026 : 248 452 472 actions au 21 juillet ; aucune action potentielle issue des obligations convertibles 2031 dans le calcul dilué, le cours moyen n’ayant pas dépassé le prix de conversion ; rachat d’options d’achat plafonnées pour 44,1 M$.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000046/amkr-20260630.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-07-27", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001047127-26-000043", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Communiqué du deuxième trimestre, daté du 27 juillet : ventes de 1,90 Md$ (+26 %), marge brute de 16,8 %, résultat opérationnel de 200 M$, bénéfice de 0,70 $ par action ; produits avancés à 1,557 Md$. Prévision : 1,95 à 2,05 Md$ de ventes et 18,5 à 19,5 % de marge brute au troisième trimestre ; investissements de 2,5 à 3,0 Md$ sur l’année.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000043/amkr6302026erex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-02-20", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001047127-26-000014", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Rapport annuel de l’exercice 2025 : ventes directes à Apple et à Qualcomm à 29,8 % et 11,1 % des ventes ; dix premiers clients à 72 % ; communications à 46 % des ventes, informatique et centres de données à 20 %.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000014/amkr-20251231.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-05-05", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001047127-26-000029", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Émission du 5 mai 2026 : 1,15 Md$ d’obligations convertibles à 0,00 % échéance 2031, option des banques de 150 M$ exercée en totalité ; titres de dette garantis par les filiales, remboursables en numéraire et, le cas échéant, en actions.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000029/amkr-20260430.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-04-30", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001047127-26-000026", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Communiqué de fixation du prix du 30 avril : conversion initiale de 9,4013 actions pour 1 000 $, soit environ 106,37 $ par action, prime de 52,5 % sur le cours de 69,75 $ du jour ; conversions réglées en numéraire et, au-delà, en actions.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1047127/000104712726000026/amkrapril2026ex991converti.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.contrarianRisks.0", "value": "Des investissements de 2,5 à 3,0 Md$ pour un flux libre de −172 M$ sur douze mois : la trésorerie va baisser avant que les usines rapportent.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.0" }, { "path": "filingsReview.contrarianRisks.1", "value": "Apple, premier client, décide seul du volume des smartphones conditionnés ; 42 % des ventes du trimestre viennent encore des communications.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.1" }, { "path": "filingsReview.contrarianRisks.2", "value": "La chute du 28 juillet, malgré une prévision en hausse, montre que le marché doute du retour sur ces investissements.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "technicals.rsi14", "value": 54.27, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": -0.5, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": -1.55, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": 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"technicals.atr14", "value": 2.98, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.1", "value": "45 % sous le sommet du 16 juin", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.badges.2", "value": "Rebond depuis le plus bas du 16 septembre", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/technicals.badges.2" }, { "path": "technicals.supports.0", "value": 52.16, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 51.3, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 50.5, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 54.89, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 56.92, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 62.12, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 53,32 $, 5,5 % au-dessus de sa moyenne à vingt séances, juste sous celle à cinquante, vers 54,24 $. Avant activation, aucune entrée ; une clôture sous 50,50 $, le bas du 21 septembre, abandonne le scénario. Activation sur une clôture au-dessus de $54.89, le plus haut du 23 septembre. Après activation, stop sous $51.30, le plus bas du 22 septembre, soit 1,21 ATR sous le déclencheur. Supports : 52,16 $, 51,30 $ et 50,50 $. Résistances : 54,89 $, 56,92 $ et 62,12 $, plus haut du 17 août.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.skew", "value": "Chaîne relevée en séance le 24 septembre, non rattachée à la clôture de référence", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/options.skew" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "15,25 % du flottant", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "2,12 jours, date de règlement non précisée par la source", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "La directrice financière Megan Faust a vendu 1 000 actions à 49,05 $ le 8 septembre, selon son formulaire 4. Aucun achat relevé. Couverture officielle partielle : aucun solde net publié.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "53,32 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+15,21 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+11,52 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "risks.riskScore", "value": 7, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le premier risque est la réaction du marché à ses propres publications : −24,7 % au lendemain d’un trimestre record. Le deuxième, la concentration : Apple et Qualcomm ont pesé 41 % des ventes de l’exercice 2025. Le troisième, des investissements qui dépassent le flux de trésorerie et une publication de Micron le 30 septembre, dans l’horizon du plan.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Gap de −14,7 % le 28 juillet.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Gap de −8,5 % le 14 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "Apple à 29,8 % des ventes 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.1.points.1", "value": "Qualcomm à 11,1 %, dix premiers clients à 72 %.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.1" }, { "path": "risks.riskCards.2.points.0", "value": "2,5 à 3,0 Md$ prévus en 2026.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.2.points.1", "value": "Flux libre de −172 M$ sur douze mois.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.1" }, { "path": "risks.riskCards.3.points.0", "value": "Plafond à 0,73 $ au-dessus du déclencheur, 0,25 ATR.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "Environ 35 % des ouvertures récentes auraient dépassé cet écart.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.pedagogy", "value": "Le 28 juillet montre qu’un bon trimestre ne protège pas d’un gap. La veille finissait à 60,60 $, l’ouverture s’est faite à 51,71 $ : un stop placé entre les deux est exécuté au premier prix disponible. Le slippage, l’écart dans une séance normale, reste modéré avec environ 195 M$ échangés par séance. La taille de la position doit donc supposer une ouverture défavorable, pas seulement la distance au stop.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 50,50 $ abandonne le scénario. Activation : clôture au-dessus de 54,89 $, puis achat à l’ouverture suivante seulement sous 55,62 $, ou par ordre limité à ce plafond pendant trois séances, annulé après une clôture sous 54,89 $ et jamais laissé actif sur une ouverture sous 51,30 $. Après activation : stop sous 51,30 $. Plan du 27 août (entrée 51,49 $, stop 47,04 $, TP1 62,23 $, TP2 67,52 $) : son activation exigeait une clôture de quinze minutes au-dessus de 51,49 $, invérifiable sur barres quotidiennes. Le 28 août, le plus haut certifié, 51,40 $, reste sous ce seuil : pas d’activation ce jour-là. Le seuil est dépassé en séance le 9 septembre (plus haut de 52,15 $) et le 11 (51,78 $). Si l’activation a eu lieu, le stop a été touché le 14 septembre, dans une séance ouverte à 47,32 $ qui descend à 46,80 $ ; aucun objectif n’a été atteint. L’outil de suivi a enregistré un stop sur la clôture du 15 septembre (46,38 $). L’ancien stop reposait sur un plus bas du 24 août à 47,04 $ ; la série de cours retenue aujourd’hui donne 46,95 $ pour ce jour-là.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 54.89, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 51.3, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 62.12, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 64.86, "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-6.5%", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+13.2%", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+18.2%", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:2.01 TP1 / 1:2.78 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 23 septembre, pas sur un franchissement en séance. Entrée à l’ouverture suivante uniquement sous 55,62 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Ce plafond n’est qu’à 0,73 $ au-dessus du déclencheur, soit 0,25 ATR. Mesure : sur les 250 dernières séances, 88 ouvertures ont dépassé la clôture de la veille de plus de 0,73 $, soit environ 35 % ; l’écart d’ouverture médian, dans un sens ou dans l’autre, vaut 0,85 $. Sur la série, 28 clôtures ont cassé un plus haut de vingt séances : 8 ont fini à moins de 1,33 % au-dessus du niveau cassé, l’écart relatif du plafond, et 3 ont ensuite ouvert sous ce seuil, soit environ 11 % des cassures : l’entrée à l’ouverture est quasi inexécutable. Plan de repli : si l’ouverture dépasse le plafond, un ordre à cours limité à 55,62 $, valable trois séances, garde le même R/R et le même stop. Bornes de cet ordre : il est annulé après toute clôture sous le déclencheur, 54,89 $ ; il n’est pas laissé actif à l’ouverture d’une séance qui ouvre sous le stop, 51,30 $, ni si le stop est touché avant exécution. Rejouées avec ces bornes sur les 24 cassures non achetables à l’ouverture, l’ordre aurait été exécuté 13 fois, dont 1 avec le stop touché la même séance ; aucun retrait sur ouverture sous le stop ; 3 de ces exécutions ont fini la séance sous le niveau cassé. La borne de clôture sous le déclencheur n’est pas comptée à part : une telle clôture suppose que le plafond a été touché dans la séance, donc que l’ordre a déjà été exécuté. Définition statistique : une cassure est la première clôture au-dessus du plus haut des vingt séances précédentes, la veille ayant clôturé à ce niveau ou dessous ; le plan, lui, s’active sur toute clôture au-dessus du déclencheur. Objectifs : TP1 au plus haut du 17 août, TP2 au plus haut du 27 juillet ; résistances intermédiaires vers 56,92 $ et 60,26 $. Liquidité : environ 195 M$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : avec un budget de perte de 100 $, le risque au plafond, 4,32 $ par action, donne 23 actions ; un gap comme celui du 14 septembre pourrait alourdir nettement la perte réelle.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Le marché a puni en juillet un trimestre record, par crainte d’investissements trop lourds. Le titre a reconstruit une base au-dessus de 45 $ et remonte vers sa moyenne à cinquante séances. Une clôture au-dessus de $54.89 montrerait que les acheteurs acceptent le plan d’investissement. Avant activation, une clôture sous 50,50 $ abandonne le dossier. Après activation, le stop sous $51.30 limite le coût d’une fausse sortie. TP1 à 62,12 $ et TP2 à 64,86 $. Ne pas anticiper le déclencheur, ne pas acheter un gap au-dessus du plafond, réduire avant la publication de Micron.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus du plus haut du 23 septembre, sur un volume au moins égal à la médiane récente.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "La publication de Micron le 30 septembre, après la clôture selon les deux calendriers : Amkor conditionne des mémoires.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 50,50 $, bas du 21 septembre, abandonne le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : une clôture sous 51,30 $ invalide le trade.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 55,62 $ après la clôture de déclenchement : pas d’achat à l’ouverture ; seul l’ordre limité à 55,62 $ reste valable trois séances.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "tradeIdea.invalidation.3", "value": "Ordre limité de repli annulé après une clôture sous 54,89 $, retiré avant toute ouverture sous le stop à 51,30 $ et si le stop est touché avant exécution.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.3" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Ventes record, +26 %.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Marge brute de 12,0 à 16,8 % en un an.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "−24,7 % au lendemain de la publication.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "globalScore.keyTakeawaysNegative.1", "value": "Apple et Qualcomm à 41 % des ventes 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.1" }, { "path": "globalScore.keyTakeawaysNegative.2", "value": "2,5 à 3,0 Md$ d’investissements en 2026.", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "90434b95183c4c82966e5e0cf74f01d09591a998a11c2bbe4feb1fc735219310", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.2" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMKR/_runs/20260924/revision/numeric-evidence.json", "source_sha256": 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