1 Underrated Stock to Buy For the Advanced Chip and AI Supercycle? BESI Stock Analysis

In this episode of Chip Stock Investor, we take a deep dive into BE Semiconductor (BESI), a leader in chip packaging. Learn about BESI's role in the semiconductor manufacturing process, its financial standing, and why it's poised for growth as the semiconductor market rebounds.
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
Chapters:
00:00 Overview of BESI and Semiconductor Industry
01:18 Semiconductor Market Trends and BESI's Role
04:00 Advanced Packaging and Competitors
12:25 Financial Analysis of BESI
19:22 Investment Considerations and Conclusion
#besi #besemiconductor #chippackaging #chiplets #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Applied Materials

[@kendrms]

Thanks for sharing. Great overview as always. BESI (BESIY) is thinly traded with very low liquidity. There are bigger and better widely traded semiconductor manufacturers (e.g., TSM, AMAT, LRCX, KLAC, TER, KLIC). I prefer larger cap and volume so I can be nimble and get out when the trend starts to shift. Keep up the good effort. Cheers!

[@amysmereck5912]

BESIY ADR on OTC Markets in U.S.

[@cbpolitico]

BESIY has incredibly low volume on the US markets - as in, a couple trades a day. Makes it much more risky, especially for people looking to buy in bulk. I'm curious, what do you think of Disco (DSCSY) which makes the dicing machines that cut most semiconductors? While it has low volume, it is not nearly as bad as BESIY and the performance of its stock has been incredible.

[@chipstockinvestor]

This is true for anyone looking at BESIY in the US. We will get around to Disco.

[@Silasp123]

Would be very interested for you guys to do a deep dive on Axon enterprise (AXON). It's a prime example of hardware and software creating an ecosystem that's carved out quite a significant moat in the law enforcement space. Love your content as always!

[@chipstockinvestor]

👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our KZbin channel: kzbin.info/door/3aD-gfmHV_MhMmcwyIu1wAjoin Support them on Ko-Fi: ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.

[@ht-uj6tx]

I joined but the discord install fails. I don't have time to troubleshoot this and shouldn't have to. Also can't find your portfolio so I'm thinking I get nothing for $5/month. Any way to make member benefits easier to realize?

[@chipstockinvestor]

There is nothing to "install," so not sure what you mean. You have to connect your YT account with your Discord account. However, if you are signing up only to see our portfolio, this may not be for you. While we do have the stocks we own on our Discord channel, we do not share % allocation of our portfolio so that someone can copy it. Rather, what we do, is educate on how to build your portfolio. If you still want to continue with the membership, I would encourage you to watch the help video listed under the community board.

[@ST-xc3qw]

Could you do a review on ASM Thanks

[@srinivasthippareddy6126]

Not visible on Robinhood , not traded on Nasdaq?

[@user-ll9qk2el4d]

It's traded on London's Stock Exchange.

[@wm6549]

Did you try BESIY?

[@user-ll9qk2el4d]

@@wm6549 I didn't realize it is sold over the counter. Thanks!

[@sirus312]

Time to update thesis on Intel. It appears they could be building momentum finally. I'd assume you would want to own it well before 2030 when they are hitting their stride.

[@chipstockinvestor]

Hi @sirus312 what makes you think they're building momentum? We don't see much change yet.

[@hantaoke918]

Why could terminal growth rate be as high as 9.25%? And clearly revenue would not only go up but also down in the 2024-2028 period given it's such a cyclical industry

[@chipstockinvestor]

It's a reverse DCF, not our estimate of a DCF model to arrive at a price target. Subtle but important difference. Also, in the model, we have the end of the growth cycle starting in 2027.

[@Alan-pi7ye]

I think you are wasting your time and mine by reviewing stocks that you are not interested in

[@InvictaPwns]

I disagree - understanding the broader space is important.

[@g.i.520]

Totally

[@chipstockinvestor]

Totally not a waste of our time. As for your time, did we have an agreement for us to manage your money? We can't find a contract...