ASM International N.V : Feedback roadshow : il y a de l’upside dans l’air
>Opinion Surperformance réitérée suite au roadshow, OC relevé à 410 € (vs 365 €) - Nous étions hier en roadshow avec ASMi (équipe IR) à Francfort et nous réitérons notre opinion Surperformance, avec des BPA relevés de 0.8% sur 2023, 5% sur 2024 et 7% sur 2025 (BPA supérieur au consensus de 15%), ainsi qu’un OC relevé de 365 € à 410 €, soit un upside supplémentaire de 21%. Malgré une superbe performance depuis le début de l’année à +44%, certainement le reflet du -40%...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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