Report
Stephane Houri ...
  • Wim Gille

ASM International N.V : Un très bon T1, relèvement des perspectives sur 2021

>Des résultats T1 2021 significativement supérieurs aux attentes - Le CA ressort à 394 M€, en ligne avec le consensus de 393.5 M€ et dans le haut de la guidance de 380/400 M€. Ce chiffre est en hausse qoq de 14% et yoy de 21,2%. La MB s’élève à 49,5%, très supérieure au consensus de 46.4%, grâce à l’effet mix. Le ROP ressort à 124,5 M€, soit une MOP de 31,6%, supérieur au consensus à 101.8 M€ et 25.8%. Le RN ajusté s’élève à 125,5 M€, là aussi au-dessus du consensus à...
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
Stephane Houri

Wim Gille

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