BE Semiconductor Industries N.V. (BESIY)
These 2 European semiconductor stocks are Bernstein's top picks for 2025
Bernstein analysts expect the wafer fab equipment market to remain “flat-ish” next year after an estimated 10% growth on the back of continued demand from China in 2024. Still, the investment firm likes two European semiconductor stocks: BE Semiconductor Industries NV and Infineon Technologies AG for the coming year.
BE Semiconductor: A Market Leader With Enormous Dividend Growth Potential
Despite the sharp drop in share price since February 2024, BESIY's fundamentals are still intact. The company is a market leader, and has excellent financials and attractive growth prospects. The dividend yield is currently 1.7%, but the high dividend growth could make it an interesting long-term investment case.
BE Semiconductor Industries N.V. (BESIY) Q3 2024 Earnings Call Transcript
BE Semiconductor Industries N.V. (OTC:BESIY) Q3 2024 Earnings Call Transcript October 24, 2024 10:00 AM ET Company Participants Richard Blickman - CEO Conference Call Participants Ruben Devos - Kepler Cheuvreux Robert Sanders - Deutsche Bank Madeleine Jenkins - UBS Charles Shi - Needham & Company Marc Hesselink - ING Adithya Metuku - HSBC Andrew Gardiner - Citi Martin Marandon-Carlhian - ODDO Martin Jungfleisch - BNB Paribas Michael Roeg - Degroof Petercam Alexander Duval - Goldman Sachs Felix Oberdorfer - D&F Financial Services Operator Good morning, good afternoon, ladies and gentlemen, and welcome to Besi's Quarterly Conference Call and Audio Webcast to discuss Company's 2024 Third Quarter Results.
