BE Semiconductor Industries : A very positive CMD and high level of confidence on hybrid bonding – target price raised to € 85 (vs € 82)
>Outperform rating maintained, target price raised to € 85 (vs € 82) - BESI held its investor day yesterday. We draw very positive conclusions from the event. All the potential good news that we had outlined in our preview (link to our preview) duly materialised, with: 1/ the fact that the group indicated that hybrid bonding offered upside on its sales target of € 1bn, and 2/ an upgrade to its net margin guidance (from 30-35% to 35-40%). Management was extremely confi...BE Semiconductor Industries N.V. (Besi) is a holding company. The Company is engaged in the development, manufacturing, marketing, sales and service of semiconductor assembly equipment for the global semiconductor and electronics industries. It operates through three segments: Die Attach, Packaging and Plating. It develops assembly processes and equipment for leadframe, substrate and wafer level packaging applications in a range of end user markets, including electronics, computer, automotive, industrial and solar energy. The Company offers products, such as Die attach equipment, which include single chip, multi-chip, multi module, flip chip, thermo-compression bonding (TCB) and enhanced wafer level ball grid array (eWLB) die bonding systems, and die sorting systems; Packaging equipment, which include wafer level molding and singulation systems, and Plating equipment, which include metal plating systems and related process chemicals.
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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