Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Il n’y a pas péril en la demeure… Opinion Achat réitérée

>Réitération de l’opinion Achat après une réaction négative du titre, malgré des résultats et des guidances supérieures aux attentes - Alors que la réaction boursière d’hier sur la publication des résultats T2 2020 et guidances S2 supérieurs aux attentes (FR / EN) n’a pas exactement été celle que nous attendions (-7%), nous réitérons notre opinion Achat. Les résultats publiés devraient bien engendrer des relèvements de BPA de l’ordre de 10/15% (+6% pour nous car nous...
Underlying
ASM International N.V.

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Martin Marandon-Carlhian

Stephane Houri

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