BE Semiconductor Industries : Des contraintes logistiques et d’approvisionnement, pas un problème de demande
>Opinion Neutre maintenue, après la chute de vendredi - Vendredi, BESI a trébuché du fait d’un T1 inférieur aux attentes, malgré un excellent momentum dans l’industrie. Le groupe a expliqué que ce CA inférieur aux attentes découlait de contraintes logistiques et de la pénurie de puces. Les autres équipementiers ne semblent pas avoir subi les mêmes problèmes, ce qui pourrait poser une question sur l’organisation du groupe. Nous ne modifions pas nos prévisions de BPA, m...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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