BE Semiconductor Industries : L’upside semble limité à court terme et nous préférons ASML/ASMi en relatif
>Le titre nous semble correctement valorisé – Opinion Neutre réitérée - Le titre était en forte hausse hier (+16%) malgré un nouveau profit warning. Nous l’expliquons par 3 raisons : 1/ des révisions en baisse étaient probablement déjà anticipées par le marché (le titre était en baisse de 12% sur les 2 dernières semaines) ; 2/ le management a eu un ton rassurant sur de nombreux sujets (hybrid bonding, Chine) ; 3/ le probable fort ajustement du consensus (souvent un si...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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