Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Nous restons confiants sur l’histoire structurelle d’ASMi

>Des résultats T2 dans le haut de la fourchette sont possibles, si les déconfinements ont bien réduit les disruptions de supply chain - ASMi publiera ses résultats T2 2020 le 28/07 après la clôture. A l’occasion du T1, le groupe avait guidé sur un CA T2 de 300/350 M€, soit 325 M€ en milieu de fourchette, ce qui ferait une croissance yoy de 25% (retraité du one off de 103 M€ comptabilisé l’an dernier). Nous sommes en ligne avec cette prévision. Le consensus (qui n’a pa...
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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