ASM International N.V : 2020 n’était qu’une étape, nous restons très optimistes pour 2021
>Opinion Achat réitérée, le rerating devrait se poursuivre grâce à une bonne dynamique des marchés d’ASMi - En 2020, ASMi a nettement surperformé le secteur (meilleure performance de notre échantillons européen), progressant de 79% vs 47% pour le Soxx. Il n’y a selon nous aucune raison que le rerating ne se poursuive pas en 2021 car 1/ les dépenses des fabricants de semi-conducteurs devraient continuer d’augmenter, notamment celles des grands fondeurs (TSMC mais aussi...ASM 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.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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