ASM International N.V : Encore un excellent trimestre, la solidité de la demande dans les logic/fonderies s’étend au S1 2020 – OC relevé à 110 € vs 95 €
>Résultat T3 2019 légèrement supérieurs aux prévisions, mais commandes de nouveau très largement supérieures aux attentes - Le CA T3 2019 s'est élevé à 271.2 M€ en hausse qoq de 4% et yoy de 39%. Ce chiffre est nettement au-dessus du consensus à 261.6 M€ (ODDO BHF à 260 M€) et à la guidance de 250-270 M€. La marge brute s'établit à 42.4% vs un consensus à 42%. Le résultat opérationnel s'élève à 50.6 M€, globalement en ligne avec le consensus de 50 M€. Ceci se traduit...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.