ASM International N.V : Feedback de roadshow : T4 probablement comme attendu, vers une année 2024 tirée par le GAA et le SiC, OC relevé à 530 €
>Surperformance réitérée, OC relevé à 530 € (vs 470 €) - Nous revenons d’un roadshow avec ASMi en Allemagne et réitérons notre opinion Surperformance. Nos BPA sont inchangés, mais nous relevons notre OC (DCF et multiples) de 470 € à 530 € sur 1/ l’idée d’une forte augmentation de la probabilité d’une reprise du marché en 2024, aidée par les 1ers signaux d’amélioration sur les marchés consumers (PC et smartphones) et une recovery de la mémoire (où le groupe va augmente...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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