ASM International

More confident than ever

10/09/21 -"Important news to comment upon comes from TSMC which announced it would cut its supplier expenses by 15%. The news scared ASMI's investors as ASMI has over 60% of its sales within the top 3 ..."

PDF page sample
Pages
52
Language
English
Published on
10/09/21
Download
You may also be interested by these reports :
15/07/26
ASML delivered a stronger-than-expected second quarter for 2026, driven by robust demand across advanced logic and memory customers. Revenue exceeded ...
15/07/26
Following ASML’s Q2 26 results which gave a robust end market outlook for wafer fab equipment, we are increasing revenue growth projections for VAT ...
15/07/26
We have updated our model following outstanding Q2 26 results, which came well above our expectations. As ASML has also increased its revenue ...
15/07/26
Following the outstanding ASML Q2 results, we have increased our estimates for revenue growth for ASM International as a read across, as we think ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO