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2023-04-26 16:02:08 ET BE Semiconductor Industries N.V. (BESIY) Q1 2023 Earnings Conference Call April 26, 2023, 10:00 AM ET Company Participants Richard Blickman - CEO Conference Call Participants Madeleine Jenkins - UBS Charles Shi - Needham & Compa...
2023-03-17 10:23:48 ET Summary I'm looking at BESI after a significant bout of outperformance contrary to my expectations from my last article. I'm LONG BESI but at a very attractive price point. In this case, I'm looking to find the price target for the 2023-2024E period, given t...
BE Semiconductor Industries N.V. (BESIY) Q4 2022 Earnings Conference Call February 22, 2023 10:00 ET Company Participants Richard Blickman - Chief Executive Officer Conference Call Participants Madeleine Jenkins - UBS Ruben Devos - Kepler Cheuvreux Robert S...
Summary BE Semiconductor is a very solid play on assembly equipment marketing - a crucial area in semiconductors. The company has a market-leading position in key sectors, and I have been following and learning about the business for several years. My investment in BESI has yielded ...
The following slide deck was published by BE Semiconductor Industries N.V. in conjunction with their 2022 Q3 earnings call. For further details see: BE Semiconductor Industries N.V. 2022 Q3 - Results - Earnings Call Presentation
Start Time: 10:00 End Time: 11:12 BE Semiconductor Industries N.V. (BESIY) Q3 2022 Earnings Conference Call October 20, 2022, 10:00 AM ET Company Participants Richard Blickman - CEO Conference Call Participants Didier Scemama - Bank of America Fra...
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 ...