BE Semiconductor Industries : Malgré une faiblesse à CT, la trame de fond reste positive
>Opinion Surperformance réitérée, OC abaissé à 82 € vs 88 € - Vendredi, le titre BESI a baissé de 8%, à l’occasion de la publication du T1 2022 du fait de commandes et de prévisions T2 2022 inférieures aux attentes. Malgré cette faiblesse liée à la Chine et aux smartphones, la trame de fond continue d’être positive, notamment sur la solidité du marché, en raison des nombreux projets de construction d’usines d’Advanced Packaging au cours des 3 prochaines années, mais a...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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