Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Nous restons positifs à l’approche des résultats T4 23 et relevons notre OC à 700 €

>Malgré le parcours brillant des 12 derniers mois (+75%), nous répétons notre opinion Surperformance et relevons notre OC à 700 € (vs 530 €) - ASMi publiera son T4 23 et communiquera sur ses perspectives demain soir après la clôture. Malgré sa performance boursière brillante (+75% sur 12 mois), mais pas exceptionnelle dans le secteur (BESI à +104%, Suss à +76%, VAT à +60% et ASML à +49%), nous avons décidé de continuer de pousser ASMi et ainsi de réitérer notre recomm...
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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