Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Un nouveau relèvement de guidance ce trimestre, cette fois-ci en raison d’une amélioration plus rapide que prévu de la supply chain

>Un CA T4 finalement 13% supérieur aux attentes - Hier, ASMi a annoncé que sur la base de chiffres préliminaires et non audités, le CA du T4 2022 s’élève à environ 720 M€, 13% supérieur au consensus de 640 M€ et une guidance de 630/660 M€. Rappelons que cette guidance, initialement de 600/630 M€, avait déjà été relevée fin novembre du fait d’un impact plus faible que prévu des restrictions US envers la Chine (à 15/25% vs 40% des 16% que représentent la Chine dans le C...
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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