ASM International N.V : Targets not breath-taking, but a CMD which confirms the group’s capacity to structurally outperform growth in the equipment market
>Targets ‘a little short’ at first glance, but a reassuring CMD on the group's capacity to continue to outperform the equipment market - Yesterday, ASMi organised its second CMD, this time in London. Whilst the upward revision to the guidance for 2025 proved ‘a little short’ and the guidance for 2027 was just in line, triggering an initial downward reaction on the share price, all of the presentations, which were confident and reassuring on its technological experti...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.