Beleggen.nl
Uitgebreid zoeken
Markt MonitorMarkt Monitor

ASMI - jaardraadje 2024

2.034 Posts
Pagina: «« 1 ... 80 81 82 83 84 ... 102 »» | Laatste | Omlaag ↓
  1. forum rang 6 Lieutenant Price 29 oktober 2024 18:06

    • Lieutenant Price

      Lid sinds: 17 aug 2023

      Laatste bezoek: 16 nov 2025

    • Aanbevelingen

      Ontvangen: 2098

      Gegeven: 3350

    •    Aantal posts: 1.817

    quote:

    Remfin schreef op 29 oktober 2024 18:04:

    New orders of €815 million in Q3 2024 increased by 30% at constant currencies (also 30% as reported) mainly driven by strong demand for gate-all-around (GAA) and high-bandwidth memory (HBM).
    Revenue of €779 million increased by 26% at constant currencies (increased by 25% as reported) from Q3 of last year and at the upper end of the guidance (€740-780 million).
    YoY improvement in adjusted gross profit margin is due to mix including slightly stronger-than-expected sales to China.
    Adjusted operating result margin increased to 28.2%, compared to 25.3% in Q3 last year and increased from 25.8% last quarter mainly due to higher revenue and a one-off positive result of €7 million related to the sale of a building.
    Revenue for Q4 2024 is expected to be in the range of €770-810 million.
    Orders zijn heel netjes! ASM International momenteel op Tradegate:
    www.tradegate.de/orderbuch.php?lang=e...
  3. forum rang 10 voda 29 oktober 2024 18:06

    • voda

      Lid sinds: 02 dec 2005

      Laatste bezoek: 16 nov 2025

    • Aanbevelingen

      Ontvangen: 98526

      Gegeven: 23750

    •    Aantal posts: 392.788

    quote:

    Daarom schreef op 29 oktober 2024 18:05:

    [...]

    Omzet is in ieder geval goed! Kan de rest niet beoordelen... marge, winst en nieuwe orders!
    Ik zie de data nog niet op hun site.
  7. forum rang 5 Daarom 29 oktober 2024 18:07

    • Daarom

      Lid sinds: 17 jul 2017

      Laatste bezoek: 14 nov 2025

    • Aanbevelingen

      Ontvangen: 1721

      Gegeven: 1063

    •    Aantal posts: 3.024

    quote:

    voda schreef op 29 oktober 2024 18:06:

    [...]
    Ik zie de data nog niet op hun site.
    Ik ook niet.

    Ben nu vooral benieuwd naar de marge en nieuwe orders, bie laatste moeten ongeveer op 775 miljoen liggen. Dan zitten we goed!
  14. Rechterzijde 29 oktober 2024 18:09

    • Rechterzijde

      Lid sinds: 30 mrt 2020

      Laatste bezoek: 16 nov 2025

    • Aanbevelingen

      Ontvangen: 873

      Gegeven: 2796

    •    Aantal posts: 1.407

    quote:

    bezinteergebelegt schreef op 29 oktober 2024 18:08:

    Als dit morgen geen 570 wordt dan weet ik het ook niet meer
    Deze week nog 600+
  18. forum rang 10 voda 29 oktober 2024 18:10

    • voda

      Lid sinds: 02 dec 2005

      Laatste bezoek: 16 nov 2025

    • Aanbevelingen

      Ontvangen: 98526

      Gegeven: 23750

    •    Aantal posts: 392.788

    1 Adjusted figures are non-IFRS performance measures (previously referred to as "normalized"). Refer to Annex 3 for a reconciliation of non-IFRS performance measures.

    New orders of €815 million in Q3 2024 increased by 30% at constant currencies (also 30% as reported) mainly driven by strong demand for gate-all-around (GAA) and high-bandwidth memory (HBM).
    Revenue of €779 million increased by 26% at constant currencies (increased by 25% as reported) from Q3 of last year and at the upper end of the guidance (€740-780 million).
    YoY improvement in adjusted gross profit margin is due to mix including slightly stronger-than-expected sales to China.
    Adjusted operating result margin increased to 28.2%, compared to 25.3% in Q3 last year and increased from 25.8% last quarter mainly due to higher revenue and a one-off positive result of €7 million related to the sale of a building.
    Revenue for Q4 2024 is expected to be in the range of €770-810 million.
    Comment

    "ASM delivered strong results against a backdrop of continued mixed market conditions,” said Hichem M’Saad, CEO of ASM. “Revenue increased 26% at constant currencies to €779 million in the third quarter of 2024, which is a new quarterly high and at the upper end of our guidance of €740-780 million. With a gross margin of 49.4%, and ongoing focus on cost control, adjusted operating result increased by 40% to €220 million compared to Q3 2023.
    Orders were up 30% to €815 million in Q3 2024 compared to last year's Q3, driven by a further increase in orders for gate-all-around (GAA) technology and continued solid demand for high-bandwidth memory (HBM) DRAM applications. Total orders were ahead of our expectations at the start of the quarter due to some bookings that were pulled in from Q4.
    AI continues to be the dominant semiconductor end market driver, while recovery in other markets such as PCs and smartphones is still sluggish, and the automotive/industrial segments remain in a cyclical downturn. AI is increasingly driving the demand for the most advanced devices, both in logic/foundry and HBM DRAM, and this plays to the strengths of ASM.
    While recently announced capex reductions have somewhat impacted the outlook for advanced logic/foundry spending, we still project a substantial increase in our GAA-related sales in 2025. Leading customers have reiterated their plans to ramp the GAA node in high-volume manufacturing next year. With this transition we continue to expect meaningful increases in our served available market.
    Sales and orders in China held up slightly better than expected in Q3. We still expect sales in China to be lower in the second half compared to the first half, and Q4 to be lower than Q3. While visibility for FY 2025 is still limited, we currently assume sales from Chinese customers to be moderately lower in the first half of 2025 compared to the second half of 2024.
    For SiC Epi, we still expect a double-digit percentage increase in sales in FY 2024, despite the current market slowdown in this segment, and reflecting the contribution from previously won new customers. We believe that SiC Epi remains an attractive long-term growth market. ASM is well positioned, in particular on the back of our recently launched PE2O8 SiC Epi tool, which combines our proven best-in-class film performance with a new dual-chamber high-productivity platform for 200mm applications."
  19. forum rang 10 voda 29 oktober 2024 18:10

    • voda

      Lid sinds: 02 dec 2005

      Laatste bezoek: 16 nov 2025

    • Aanbevelingen

      Ontvangen: 98526

      Gegeven: 23750

    •    Aantal posts: 392.788

    Outlook

    On a currency-comparable level, we project revenue of €770-810 million for Q4 2024. At constant currencies and taking into account the guidance for Q4, we project revenue in the second half of 2024 to increase by slightly more than 15% compared to the first half, and for FY 2024, we expect revenue to show a year-on-year increase of approximately 10%.
    For WFE spending, a slight increase is expected in 2024, followed by continued growth in 2025. Based on this, we now expect revenue to be in the range of €3.2-3.6 billion for 2025, in particular driven by GAA related sales, and taking into account continued mixed end market conditions. This compares to our previous revenue target of €3.0-3.6 billion for 2025.
    In terms of order intake we expect the level in Q4 to be again solid, albeit lower than in the third quarter. GAA related orders are expected to further increase, offset by a drop in China orders and the effect of aforementioned order pull-ins in Q3.

    Share buyback program

    On February 27, 2024, ASM announced the authorization of a new share buyback program of up to €150 million. The program started on May 15, 2024, and was completed on July 25, 2024. In total, we repurchased 228,389 shares at an average price of €656.77, under the 2024 program.
  21. forum rang 4 ischav2 29 oktober 2024 18:13

    • ischav2

      Lid sinds: 11 mrt 2004

      Laatste bezoek: 16 nov 2025

    • Aanbevelingen

      Ontvangen: 1648

      Gegeven: 253

    •    Aantal posts: 7.281

    Concurrent Lam Research had ook goede cijfers en outlook, steeg bij publicatie bijna 7%.
    Lijkt mij weinig voor ASMI, is immers marktleider ALD.
2.034 Posts
Pagina: «« 1 ... 80 81 82 83 84 ... 102 »» | Laatste |Omhoog ↑

Neem deel aan de discussie

Word nu gratis lid van Beleggen.nl

Al abonnee? Log in

Direct naar Forum

Zoek alfabetisch op forum

  1. A
  2. B
  3. C
  4. D
  5. E
  6. F
  7. G
  8. H
  9. I
  10. J
  11. K
  12. L
  13. M
  14. N
  15. O
  16. P
  17. Q
  18. R
  19. S
  20. T
  21. U
  22. V
  23. W
  24. X
  25. Y
  26. Z
Forum # Topics # Posts
Aalberts 466 7.675
AB InBev 2 5.614
Abionyx Pharma 2 29
Ablynx 43 13.357
ABN AMRO 1.582 54.764
ABO-Group 1 27
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 267
Accsys Technologies 23 12.133
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 203
Adecco 1 1
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 18.500
Aedifica 3 1.032
Aegon 3.258 324.258
AFC Ajax 538 7.131
Affimed NV 2 6.358
ageas 5.844 109.971
Agfa-Gevaert 14 2.114
Ahold 3.541 74.530
Air France - KLM 1.025 35.882
AIRBUS 1 13
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.230
Alfen 17 28.929
Allfunds Group 4 1.704
Almunda Professionals (vh Novisource) 651 4.280
Alpha Pro Tech 1 17
Alphabet Inc. 1 468
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.487 114.840
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.856 251.258
AMG 972 139.099
AMS 3 73
Amsterdam Commodities 306 6.898
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 566
Antonov 22.632 153.607
Aperam 92 15.585
Apollo Alternative Assets 1 17
Apple 5 408
Arcadis 253 9.418
Arcelor Mittal 2.042 322.067
Archos 1 1
Arcona Property Fund 1 304
arGEN-X 17 11.510
Aroundtown SA 1 251
Arrowhead Research 5 9.858
Ascencio 1 38
ASIT biotech 2 697
ASMI 4.108 40.718
ASML 1.768 127.286
ASR Nederland 21 4.599
ATAI Life Sciences 1 7
Atenor Group 1 549
Athlon Group 121 176
Atos 3 3.153
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 34 17.310
Axsome Therapeutics 1 177
Azelis Group 2 146
Azerion 7 3.782