ASM International N.V : Feedback de roadshow management, niveau de confiance élevé, OC relevé à 295 € (vs 285 €)
>Ton très confiant durant le roadshow management - Nous avons organisé un roadshow virtuel avec le management d’ASM international (CEO, CFO et H of IR) et en ressortons confortés dans notre conviction structurellement positive. A CT, la visibilité reste excellente. Aucune alerte sur la demande, dans le contexte de pénurie actuelle de puces. Au-delà de ce facteur ponctuel (mais qui pourrait durer jusqu’à 2022), le groupe continue de bénéficier (dans l’Atomic Layer Depo...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.