ASM International N.V : Beaucoup de raisons de rester exposé, malgré la performance exceptionnelle de 2021
>Suite à un roadshow, nous confirmons notre opinion positive, OC 490 € - Nous revenons d’une journée de roadshow physique à Francfort avec Victor Bareno, Head of IR d’ASMi. Quelques semaines après un CMD réussi, nous restons extrêmement confiants sur le positionnement d’ASMi, qui devrait continuer de bénéficier d’un marché en forte croissance en 2022 tirée par 1/ la poursuite des investissements des grands fondeurs (capacité et roadmap technologique) ; 2/ sa dynamique...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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