Report
Martin Marandon-Carlhian ...
  • Wim Gille

ASM International N.V : T2 22 et guidance T3 supérieurs aux attentes, avec un niveau de commandes impressionnant

>T2 22 au-dessus des attentes, niveau de commandes impressionnant - ASMi a publié hier soir des résultats T2 22 supérieurs aux attentes, avec un niveau de commandes particulièrement impressionnant (hausse de 68% yoy et de 34% qoq). Le CA T2 22 est ressorti à 559 M€, soit + 30% yoy à tcc, légèrement au-dessus du consensus de 557 M€. La marge brute s’est élèvée à 47.5% (css 47.6%). Le résultat opérationnel ressort à 148 M€, soit une MOP de 26.4%, en-dessous du consensus...
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

Wim Gille

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch