Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASM International N.V : Une publication plutôt rassurante après le ‘mélodrame’ ASML…

>T3 24 : Résultats > aux attentes (sauf sur le RN du fait d’un one off sur le forex) - Le CA T3 24 ressort à 778 M€, à + 26% yoy, > au css à 767 M€ et dans le haut de la guidance de 740/780 M€. La MB s’établit à 49,4% > au css de 48.6%, grâce à la contribution de la Chine. L’EBIT ajusté ressort à 215 M€, soit une MOP de 27,6%, > au css à 201 M€ et 26.3%. Le RN ajusté s’élève à 134 M€, < au css de 172 M€, en raison d’une charge de change de 48 M€ (la trésorerie est lib...
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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