ASM International N.V : Une excellente visibilité sur le S1 2019, contrairement au reste du secteur
>Très bonne activité et commandes au T4 2018 - Le CA T4 2018 s'est élevé à 254 M€ à +30% qoq et de 40% yoy vs un consensus à 234.1M€ et une guidance de 220-250 M€. La MB s'est établie à 41,6% vs un consensus de 42,1%. Le REX s'est élevé à 46,2 M€, en ligne avec le consensus de 46,1 M€, soit une MOP de 18,2% (consensus de 18,9%). Le RN ajusté a augmenté de 4 M€ par rapport au trimestre précédent pour s’établir à 46,1 M€ vs un consensus de 54,1 M€. L’écart s'explique pa...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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