ASM International N.V : Probably the sector Top Pick for 2025
>Outperform rating reiterated after a road show, our positive investment case is confirmed - Following a road show with ASMi’s IR team (Victor Bareno and Valentina Fantigrossi), we reiterate our Outperform rating. In a context that is evidently more challenging for equipment manufacturers, with 1/ the deferral of certain investments by Intel and Samsung, 2/ a thwarted recovery on all markets (smartphones, PC, industry and automotive) with the exception of everything t...ASM International is an equipment supplier mainly to the semiconductor manufacturing industry. Co. designs, manufactures and sells equipment and services to its customers for the production of semiconductor devices, or integrated circuits. Co.'s front-end segment manufactures and sells equipment used in wafer processing, encompassing the fabrication steps in which silicon wafers are layered with semiconductor devices. Co.'s back-end segment manufactures and sells equipment and materials used in assembly and packaging, encompassing the processes in which silicon wafers are separated into individual circuits and subsequently assembled, packaged and tested.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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