Report
Stephane Houri ...
  • Wim Gille

BE Semiconductor Industries : Take advantage of the low share price whilst demand remains strong

>Upgrade to Outperform (vs Neutral), target price € 85 (vs € 80) - At our Benelux conference, BE Semiconductor Industries was represented by its CEO Richard Blickman. We have upgraded our recommendation to Outperform vs Neutral, raised our target price to € 85 (vs € 80) and our estimates by 2.8%. The 18% decline in the share price vs its peak, with the outlook unchanged, ahead of the analysts’ day on 10 June when the group is expected to update its forecasts, prompts ...
Underlying
BE Semiconductor Industries N.V.

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Stephane Houri

Wim Gille

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