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Entries Tagged as 'ENTG'

Entegris Keeps On Growing

October 8th, 2020 · Comments Off on Entegris Keeps On Growing

To the surprise of management, there was almost no impact of the pandemic in Q2. The company is benefiting from structural tailwinds that are set to last, with wafer growth and content per wafer as drivers. The company generates substantial amounts of cash. Source: Entegris Keeps On Growing (NASDAQ:ENTG) | Seeking Alpha

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Tags: ENTG

Entegris’ Sensible Merger With Versum Materials

February 4th, 2019 · Comments Off on Entegris’ Sensible Merger With Versum Materials

There are plenty of reasons to see synergies in the combination of the two firms, both short term and longer term. While Versum has attractive margins, it seems to be hitting a little soft patch in demand in Q1. Entegris’ Q1 preliminary results were pretty good. After a considerable bounce from the December lows, we […]

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Tags: ENTG

A Buying Opportunity Is Opening Up In Entegris

October 11th, 2018 · Comments Off on A Buying Opportunity Is Opening Up In Entegris

At the time of Q2, there was little sign of any significant slowdown. While China is a fast-growing market for the company, we don’t think their sales (12% of revenue) will be too much affected. We still see a secular growth trend in place with the company doing better than the industry and some operational […]

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Tags: ENTG