BESIY / BE Semiconductor: An Update Is Warranted

BE Semiconductor Industries N.V. (OTC:BESIY) Q2 2023 Earnings Conference Call July 27, 2023 10:00 AM ET Company Participants Richard Blickman - CEO Co more_horizontal

BE Semiconductor Industries is a market leader in assembly equipment for advanced packaging applications. With a strong balance sheet, excellent profi more_horizontal

BE Semiconductor Industries N.V. (OTC:BESIY) Q4 2022 Earnings Conference Call February 22, 2023 10:00 AM ET Company Participants Richard Blickman - Ch more_horizontal

I've reviewed BESI a few times over the past year, being mostly positive on the company since March. The company has had a bit of a dip, but is recove more_horizontal

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 more_horizontal

BE Semiconductor Industries N.V. (OTC:BESIY) Q2 2022 Earnings Conference Call July 21, 2022 10:00 AM ET Company Participants Richard Blickman - Chief more_horizontal

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 more_horizontal

BE Semiconductor Industries N.V. (OTC:BESIY) Q1 2022 Earnings Conference Call April 29, 2022 10:00 AM ET Company Participants Richard Blickman – Chi more_horizontal