COMPANY
Besi
BESI:NA
Primary coverage by Pierre Ferragu
Research
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Technology Infrastructure Earnings Wrap-up – Week ending November 1stNovember 4, 2024 — Pierre Ferragu
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Hynix, LAM, Besi, Tesla, Auto cycle, Enterprise AI, and more: Tech Weekly Wrap-up.October 28, 2024 — Pierre Ferragu
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Besi 3Q24: order slowdown confirms our concerns on 2025. Long-term thesis intact. Buy, €160 TP.October 25, 2024 — Pierre Ferragu
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Besi 3Q24: order slowdown confirms concerns on 2025. Long-term thesis intact.October 24, 2024 — Pierre Ferragu
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Besi: risk of a 2025 miss; secular growth story intact. Maintain Buy rating. €160 TP.October 8, 2024 — Pierre Ferragu
Events
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Apr
23TechnologyApril 23, 2024 — VirtualHosted by Rolf Bulk and Piyush KalyaniWatch Replay -
Oct
30TechnologyOctober 30, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
11TechnologyOctober 11, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Mar
17TechnologyMarch 17, 2023Hosted by Pierre FerraguWatch Replay -
Jun
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