ASM International N.V : Feedback from management roadshow, high level of confidence, target raised to € 295 (vs € 285)
>Very confident tone in management roadshow - Our virtual roadshow with ASM international's management (CEO, CFO and IR head) reaffirmed our structurally positive stance. Visibility remains excellent in the short term. No warning on demand, amid the current semiconductor shortages. Looking beyond this short-term factor (although it could drag on until 2022), the group continues to benefit (in atomic layer deposition and epitaxy) from: 1/ its exposure to accelerating ...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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