ASM International N.V : Sans aucun doute le top pick du secteur pour 2025
>Opinion Surperformance réitérée après un roadshow, notre thèse d’investissement positive est confirmée - Suite à un roadshow avec l’équipe IR d’ASMi (Victor Bareno et Valentina Fantigrossi), nous réitérons notre opinion Surperformance. Dans un contexte de toute évidence plus complexe pour les équipementiers, avec 1/ le report de certains investissements d’Intel et de Samsung, 2/ une reprise contrariée sur l’ensemble des marchés (smartphones, PC, industrie et automobi...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.
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.
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