Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Des commandes T2 2024 supérieures aux attentes

>Des résultats T2 2024 très légèrement supérieurs aux attentes - Le CA T2 2024 ressort à 706 M€, à +10% qoq et +6% yoy, soit 3% > au consensus de 683 M€ et au-dessus de la borne haute de la guidance de 660/700 M€. La marge brute s’établit à 49,8%, légèrement inférieure au consensus de 50.4%, en raison d’un mix moins favorable lié à la baisse des ventes en Chine (attendue – ODDO BHF à 49%). L’EBIT ajusté ressort à 182 M€, soit une marge opérationnelle de 25,8% inférieu...
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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