BESVF News and Press, Be Smcndctr Indus Ord From 09/03/22

Summary With the bottom dropping out of much of the tech space, quality companies that traded at more than 22x P/E only a year ago have dropped to sub-16x P/E. BESI is a solid tech company that I consider highly investable at this point - and in this article update, I'll show you ...

The following slide deck was published by BE Semiconductor Industries N.V. in conjunction with their 2022 Q2 earnings call. For further details see: BE Semiconductor Industries N.V. 2022 Q2 - Results - Earnings Call Presentation

BE Semiconductor Industries N.V. (BESIY) Q2 2022 Earnings Conference Call July 21, 2022, 10:00 AM ET Company Participants Richard Blickman - Chief Executive Officer Conference Call Participants Francois-Xavier Bouvignie - UBS Charles Shi - Needham & C...

I reviewed BESI around 2 months ago - and the valuation at that time seemed appealing. Then, obviously, the tech space crashed down another 15-20%. To date, the company is now down significantly - but the more it drops, the more interested I get. We have two things to review. New ...

BE Semiconductor Industries N.V. (BESIY) Q1 2022 Earnings Conference Call April 29, 2022 10:00 AM ET Company Participants Richard Blickman – Chief Executive Officer Conference Call Participants Robert Sanders – Deutsche Bank Didier Scemama – Bank of America Marc Hesselink...

I reviewed BESI about a year ago, establishing a "HOLD" thesis for the company which, in retrospect, turned out to be the correct call. In this article, we update the thesis for this business and look at what valuation we could buy BE Semiconductor. There's a superb upside to the ...

BE Semiconductor Industries N.V. (BESIY) Q4 2021 Earnings Conference Call February 18, 2022 10:00 ET Company Participants Richard Blickman - Chief Executive Officer Hetwig van Kerkhof - Senior Vice President of Finance Conference Call Participants Didier Scemama - Bank of America Stephane Hou...

The following slide deck was published by BE Semiconductor Industries N.V. in conjunction with their 2021 Q3 earnings call. For further details see: BE Semiconductor Industries N.V. 2021 Q3 - Results - Earnings Call Presentation

BE Semiconductor Industries N.V. (BESIY) Q3 2021 Earnings Conference Call October 26, 2021 10:00 ET Company Participants Richard Blickman - Chief Executive Officer Hetwig Van Kerkhof - Senior Vice President, Finance Conference Call Participants Peter Olofsen - Kepler Cheuvreux Stephane Houri ...

The following slide deck was published by BE Semiconductor Industries N.V. in conjunction with this event. For further details see: BE Semiconductor Industries (BESIY) Investor Presentation - Slideshow