BE Semiconductor: Buy The HBM Opportunity Before The Orders Arrive

BE Semiconductor has been recommended as a 'buy' by an analyst, citing the potential for significant growth in its earnings before interest and taxes (EBIT) margin.

The analyst believes that the company's recent acquisition of a majority stake in a Chinese semiconductor company will drive this growth.

They also note that the company's order book is strong and that there is potential for further growth in its earnings per share (EPS).