Report
Frederic Yoboue

BE SEMICONDUCTOR: Keeps executing well on profitability; interesting new collaboration with AMAT | BUY | EUR45

BE SEMICONDUCTOR - BUY | EUR45(+14%)
Keeps executing well on profitability; interesting new collaboration with AMAT

Strong level of gross margin
Guidance is in line on revenue but beats consensus on profitability
Besi’s leadership to strengthen with a new collaboration with AMAT
Underlyings
BE Semiconductor Industries N.V.

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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