Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Tout ce qu’il faut pour continuer de surperformer durablement le marché des équipements grâce au Gate All Around et au SiC

>En amont du CMD du 26/09, Surperformance et OC de 480 € réitérés - ASMi tiendra son 2nd CMD le 26/09 après-midi prochain à Londres (le précédent CMD était à Amsterdam en 2021). En anticipation, nous réitérons notre opinion Surperformance et notre OC de 480 €, soit un potentiel de 24%. Nous restons extrêmement confiants sur le positionnement et la capacité du groupe a durablement et significativement surperformer le marché des équipements sur les 5 prochaines années....
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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