BE Semiconductor Industries : Le momentum redevient plus favorable
>Opinion Surperformance réitérée, OC maintenu à 160 € - Malgré une guidance T4 plus faible qu’attendu (liée à des retards de livraison de systèmes HB), le titre BESI était en hausse de 6% hier. Si nous révisons en baisse les BPA 24e de 6%, ces retards sont uniquement liés à des problématiques logistiques et n’ont rien de structurels, d’où l’absence de révision sur 2025. Au-delà de cet élément, c’est le doublement de capacité en salle blanche qui a rassuré sur la dyna...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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