ASM International N.V : Guidance T1/T2 supérieure aux attentes, le S2 sera en baisse conformément aux attentes du consensus, mais nous sommes quand même un peu déçus…
>Des résultats T4 22 en ligne, sauf sur le RN - Hier soir, ASMi publié des résultats T4 22 relativement proches de ceux préannoncés en janvier, mais inférieurs sur le RN. Les commandes se sont élevées à 829 M€ (indication de 820 M€) soit un BtB de 1,1x. Ces commandes intègrent celles qui avaient été initialement exclues au T3 du fait des restrictions d’importations américaines en Chine, mais aussi les commandes de LPE au moment de l’acquisition (107 M€). Le CA T4 est...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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