BE Semiconductor Industries : Vers des commandes T3 < aux attentes mais un contexte pas si défavorable
>Une déception sur les commandes est probable mais le risk/reward devient plus attractif, selon nous – OC de 160 € (vs 200 €), opinion Surperformance réitérée - BESI publiera ses résultats T3 24 le 24/10. Si nous sommes relativement prudents à l’approche de cette publication (nous sommes 18% en dessous sur les commandes T3 et révisons en baisse de 10% le BPA 25e), nous pensons que le parcours récent du titre reflète déjà l’anticipation d’une déception (baisse de ~30% ...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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