BE Semiconductor Industries : Malgré l’opportunité hybrid bonding, il est probablement encore trop tôt pour se positionner – Opinion Neutre et OC de 55 € réitérés
>Opinion Neutre confirmée, OC de 55€ maintenu - Suite à cette publication, nous réitérons notre opinion Neutre et notre OC de 55 €. Le titre était en hausse de 1% hier malgré des commandes T2 et une guidance T3 très décevantes, indiquant qu'une partie des révisions en baisse était probablement attendue par le marché. Nous restons néanmoins prudents et pensons que cette faiblesse pourrait durer plusieurs trimestres. Rappelons que nous avons récemment abaissé notre reco...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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