Bryan Garnier - BE Semiconductor Industries N.V. (BSI) BE SEMICONDUCTOR: New 2021 and 2022 drivers start to materialise | BUY | EUR46 vs. EUR45 (+18%)

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Bryan Garnier

Frederic Yoboue

BE SEMICONDUCTOR: New 2021 and 2022 drivers start to materialise | BUY | EUR46 vs. EUR45 (+18%)

BE SEMICONDUCTOR - BUY | EUR46 vs. EUR45 (+18%)
New 2021 and 2022 drivers start to materialise

Memory opens new growth opportunities for Besi
We see the deal with AMAT as very positive
Multiple growth opportunities provide confidence going forward

23/10/2020 5 EN

Underlying

BE Semiconductor Industries N.V.

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NL0000339760 Netherlands

Provider

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.

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Analysts

Frederic Yoboue

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