ASM International N.V : Entre le verre à moitié vide et le verre à moitié plein, nous choisissons l’option offensive
>Des résultats T2 2023 supérieurs aux attentes, grâce à la marge brute, malgré des ventes légèrement inférieures - Le CA T2 2023 ressort à 669 M€ (+21% yoy – 5% qoq), 1% en dessous du consensus à 677 M€, mais bien dans la guidance de 650/690 M€. La marge brute s’élève à 49%, encore une fois au-dessus du consensus à 47.8%, du fait du mix qui inclut des ventes en Chine plus élevées. Les SG&A et la R&D ont été relativement contenus en séquentiel (respectivement +5% et +...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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