Report
Stephane Houri ...
  • Wim Gille

ASM International N.V : Le débat sur le visage du S2 ne doit pas masquer l’histoire structurelle de croissance

>Opinion Surperformance réitérée, nous restons très confiants - Suite à la publication des résultats T4 2020 (réaction initiale FR / EN) et de la conférence call de vendredi, nous réitérons notre opinion Surperformance. La publication a dépassé les attentes, notamment sur les commandes, qui sont ressorties en croissance séquentielle de 25%, reflétant l’excellent momentum de l’industrie. La réaction du titre (-1,8% en fin de séance après avoir débuté la séance à -4% e...
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
Stephane Houri

Wim Gille

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