Report
Stephane Houri

ASM International N.V : Excellent trimestre, la surperformance continue – OC relevé à 80 € (vs 65 €)

>Résultats T2 au-dessus des attentes - Hors impact positif de 103 M€ d'un règlement de litige annoncé le 1er juillet dernier, le CA atteint 260 M€, en hausse de 5% en séquentiel, supérieur au consensus de 240 M€ et à la guidance de 230/250 M€. La marge brute hors one-off s'établit à 42.8% (59% avec le one-off) contre un consensus à 41%. Le résultat opérationnel s'élève à 47 M€ (150 M€ avec le one off), supérieur au consensus de 41,7 M€. Ceci se traduit par une marge ...
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
Stephane Houri

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