ASM International N.V : Des objectifs pas époustouflants, mais un CMD qui confirme sa capacité à structurellement surperformer la croissance du marché des équipements
>Objectifs ‘un peu court’ au 1er regard, mais CMD rassurant sur la capacité du groupe à continuer de surperformer le marché des équipements - ASMi a organisé hier son 2ème CMD, cette fois-ci à Londres. Si le relèvement de guidance 2025 s’est avéré ‘un peu court’ par rapport aux attentes et la guidance 2027 est ressortie tout juste en ligne, provoquant une réaction initiale de forte baisse du titre, l’ensemble des présentations, confiantes et rassurantes sur la maitri...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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