ASM International - Q4 was oke-ish, outlook Q1 and Q2 misses
Q4-23 sales a small beat, GP in line, EBITA missed by 4%Sales outlook Q1-24 and Q2-24 misses DP/CSS by resp. 3-4% and 9-11%FY24 est. lowered, FY25/26 unchanged, TP and neutral stance reiteratedASM 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.
We are an investment house with Belgian roots founded on more than 150 years of trust.
As a private company owned by long-term committed shareholders, we are independent. Naturally and structurally. Our experts have the knowledge to think and act without bias, and to make decisions that benefit our clients. Today and tomorrow.
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