COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
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Tesla portfolio expansion; cloud revenues and capex accelerating; time to buy auto semis; and much more. The Tech Weekly Wrap-upApril 29, 2024 — Pierre Ferragu
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Besi 1Q24: Extended downturn; hybrid bonding in HBM still on; thesis intact. Buy €165 TP.April 26, 2024 — Pierre Ferragu
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SK Hynix 1Q24 – strong demand; limited supply growth. Cycle thesis playing out.April 25, 2024 — Pierre Ferragu
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Besi 1Q24: Extended downturn; hybrid bonding in HBM still on; thesis intact.April 25, 2024 — Pierre Ferragu
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Besi: Revisiting our thesis following the HBM shock.April 19, 2024 — Pierre Ferragu
Events
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Apr
23TechnologyApril 23, 2024 — VirtualWatch Replay -
Oct
30TechnologyOctober 30, 2023 — VirtualWatch Replay -
Oct
11 -
Mar
17 -
Jun
07