Report
Stephane Houri ...
  • Wim Gille

ASM International N.V : Une guidance T3 ‘un peu courte’, mais des prises de commandes T2 et T3 très soutenues, qui confirment la visibilité sur 2022

>Des résultats T2 2021 globalement en ligne avec les attentes, avec comme prévu de très fortes prises de commandes - Le CA ressort à 411,7 M€ > au consensus de 403.7 M€, à +5% qoq et +29% yoy. La MB s’élève à 48,1%, en ligne avec le consensus de 48%. Le ROP ressort à 118,1 M€, soit une MOP de 28,7%, légèrement supérieur au consensus à 115.6 M€ et 28.6%. Le RN ajusté s’élève à 111,4 M€, proche du consensus à 112.3 M€. Les commandes ont atteint 515 M€, tirées par les fo...
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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