ASM International N.V : Un changement de dimension, qui va se poursuivre
>En amont du CMD du 28/09, nous réitérons notre opinion Surperformance et relevons notre OC à 450 € - En anticipation du CMD du 28/09, nous réitérons notre opinion Surperformance et relevons nos prévisions très marginalement sur 2021 et plus significativement sur 2022/25, ainsi que notre OC à 450 € vs 320 €. Nous continuons d’être très confiants sur le positionnement d’ASMi. Il est difficile de déterminer si les annonces du CMD surprendront positivement le jour même,...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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