BE Semiconductor Industries : Niveau de commandes encourageant mais une valorisation élevée en relatif
>Opinion Neutre et OC relevé à 70 € (vs 58 €) suite à un bon T4 - Le titre était en hausse de 10% hier en raison d’un niveau de commandes T4 meilleur qu’attendu. Si nous comprenons que ce niveau élevé est en partie lié à une volonté d’Apple d’éviter des problématiques de supply chain (les 1ères commandes pour le prochain iPhone sont en général placées au T1), elles restent solides et constituent un signal positif sur la demande (hausse du contenu du prochain d’iPhone)...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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