ASM International N.V : De plus en plus une histoire de croissance structurelle (sans l’aspect monopole) ‘à la ASML’ - Opinion Achat réitérée, OC 145 € vs 125 €
>Opinion Achat réitérée, OC relevé à 145 € - ASMi reste une de nos valeurs favorites parmi les midcaps semi-conducteurs européennes - Suite à une journée de roadshow à Paris avec Peter Van Bommel (CFO) et Victor Bareno (Head of IR), nous réitérons notre opinion Achat et relevons notre OC par DCF de 125 € à 145 €. Nous ajustons nos prévisions en hausse de 3.3% pour 2020 et 9.4% pour 2021 et nous positionnons au-dessus des commentaires actuels du management sur la crois...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.