ASM International N.V : Gagnant structurel, opinion Surperformance réitérée, OC relevé à 800 €
>Surperformance, OC relevé à 800 € vs 700 € après un roadshow CFO à Francfort - Suite à un roadshow avec Paul Verhagen, CFO d’ASMi, accompagné de Valentina Fantigrossi (Investor relations), nous réitérons notre opinion Surperformance et relevons notre OC à 800 € vs 700 €. Nos prévisions sont inchangées à ce stade, mais nous pensons qu’il y a de l’upside aussi bien sur le S2 24, mais surtout à moyen terme (d’ici 2030). Tout ce qui se passe autour de l’IA, avec en paral...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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