BE Semiconductor: Very Attractive Upside If It Hits Long-Term Target

I give a buy rating for BE Semiconductor Industries N.V. ( OTC:BESIY ) as I believe it is well positioned to capitalize on AI adoption and the pivot to advanced packaging. With a clearI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management ...