Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Q1-Q2 guidance beats expectations, H2 in line with the consensus, but we are disappointed nonetheless...

>Q4 2022 results in line, with the exception of net profit - Yesterday evening, ASMi published Q4 2022 results that were relatively close to pre-announced earnings in January, but lower on net profit. Order intake was € 829m (indication of € 820m), i.e. a BtB of 1.1x. These orders factor in those which had been initially excluded in Q3 due to US import restrictions in China, but also orders at LPE at the time of the acquisition (€ 107m). Q4 revenue was € 725m, a sha...
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

Other Reports on these Companies
Other Reports from Oddo BHF
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
Oliver Metzger
  • Oliver Metzger
Oliver Metzger
  • Oliver Metzger

ResearchPool Subscriptions

Get the most out of your insights

Get in touch