ASM International N.V : Encore de très fortes commandes et une très bonne visibilité sur S2, malgré les contraintes désormais connues de la supply chain
>Résultats T1 22 très légèrement supérieurs aux attentes, avec encore une fois de très fortes commandes (>700 M€, BtB de 1.4x) - Le CA T1 22 ressort à 517 M€, exactement en ligne avec le consensus, au milieu de la guidance de 500-530 M€, soit +25% à cc. La marge brute s’élève à 47.8 %, au-dessus du consensus à 47.3%. Le résultat opérationnel ressort à 143 M€, soit une MOP de 27.7 %, 2% inférieur au consensus de 148 M€ et 28.6%, en raison de la hausse des SG&A, soit +5...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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