ASM ASM International N.V.

ASM INTERNATIONAL N.V. ANNOUNCES THE RETIREMENT OF CFO PETER VAN BOMMEL

ASM INTERNATIONAL N.V. ANNOUNCES THE RETIREMENT OF CFO PETER VAN BOMMEL
EN
13/10/2020

Underlying

ASMASM International N.V.

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Reports on ASM International N.V.

Pierre FerraguÊ
  • Pierre FerraguÊ
AMAT Applied Materia...
ASM ASM Internation... ... (+8)

Bible 4Q25 - Semicap: growth outlook strengthens, but less than the do...

Today, we are publishing the Semicap Equipment section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, and Foundry. 4Q25 semicap revenues increased 9% QoQ led by DRAM, while China...

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ASM ASM INTERNATIONAL N.V.
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LAM RESEARCH CORPORATION
03/05/26 March 5, 2026 1 EN
Marc Hesselink ... (+3)
  • Marc Hesselink
  • CFA
  • Thymen Rundberg
ASM ASM Internation...

ASM International/Industry outperformance at a discount/BUY

ASM provided a very solid guidance for FY26. We expect this strength to continue in subsequent years as AI strength and ongoing technology transitions are key tailwinds for ASM. We expect the company to significantly outgrow its peers. We again increase our estimates, up our DCF-based target price to €950 per share (from €900) and reiterate our BUY. ASM remains on the ING Benelux Favourites list.

ASM ASM INTERNATIONAL N.V.
03/05/26 March 5, 2026 1 EN
Thibault Leneeuw
  • Thibault Leneeuw
ASM ASM Internation...

ASM International Upside on FY26 estimates already reflected in the va...

We provide more colour in this note on our change in TP and recommendation following ASMi FY25 results, which were good given the improved outlook. We see upside on the FY26 estimates, yet expectations for FY27 are already high and leave little room for upside, while the valuation is also above the historical average. We derive a fair value of €658 p.s. based on our FY27 diluted EPS of € 22.1 and a PE multiple of 30x. Given the downside we reduced our recommendation this morning from Accumulate ...

ASM ASM INTERNATIONAL N.V.
03/04/26 March 4, 2026 1 EN
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
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AM DASSAULT AVIATION
SHEL SHELL PLC
03/04/26 March 4, 2026 1 EN
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
CON CONTINENTAL AKTIENGESELLSCHAFT
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
KNIN KUEHNE & NAGEL INTERNATIONAL AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
KBC KBC GROUP N.V.
BEI BEIERSDORF AG
ITRK INTERTEK GROUP PLC
ENI ENI S.P.A.
SY1 SYMRISE AG
REP REPSOL SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
VACN VAT GROUP AG
BP. BP P.L.C.
8TRA TRATON SE
AM DASSAULT AVIATION
SHEL SHELL PLC
03/04/26 March 4, 2026 1 FR

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