Report
Frederic Yoboue

BE SEMICONDUCTOR: Even brighter long-term prospects | BUY | EUR42 vs. EUR37 (+8%)

BE SEMICONDUCTOR - BUY | EUR42 vs. EUR37 (+8%)
Even brighter long-term prospects

Confirmation of Besi’s unique position
Recent changes in the industry supply chain are positive for Besi
Some room for positive surprise in the short term
We increase our fair value from EUR37 to EUR42
Underlying
Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Frederic Yoboue

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