Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Bonne publication, mais un ajustement sur 2023 est nécessaire du fait de la nouvelle réglementation américaine sur la Chine

>Résultats T3 2022 > aux attentes - ASMi a publié ses résultats T3 2022 supérieurs aux attentes, avec des commandes solides, malgré l’impact des nouvelles restrictions américaines d’export en Chine. Le CA T3 ressort à 610 M€, supérieur au consensus de 583 M€ (guidance 570/600 M€), soit une hausse annuelle de 33% à cc (+41% publié). La MB s’élève à 48.1% vs un consensus à 47.7%. Le ROP ressort à 160 M€, soit une MOP de 26.2%, proche du consensus de 155 M€ et 26.7%. Le...
Underlying
ASM International N.V.

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Martin Marandon-Carlhian

Stephane Houri

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