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Aandeel ASM International AEX:ASM.NL, NL0000334118

Laatste koers (eur) Verschil Volume
570,000   +7,200   (+1,28%) Dagrange 567,000 - 571,000 39.398   Gem. (3M) 143K

ASMi - jaardraadje 2021

4.693 Posts
Pagina: «« 1 ... 180 181 182 183 184 ... 235 »» | Laatste | Omlaag ↓
  1. forum rang 4 Windmee 26 oktober 2021 17:30
    Bij Besi is wel heel raar, er worden spelletje gespeeld.

    Ik denk dat veel mensen bang zijn geworden, ivm de dalingen van ASML en Besi na cijfers, Asmi kan ook dalen maar het hoeft niet, indien van wel dan herstel het toch wel binnen een paar dagen, daalt het niet dan mis je echt wel de boot, dus kies maar.
  2. forum rang 7 *voetnoot 26 oktober 2021 17:41
    quote:

    Windmee schreef op 26 oktober 2021 17:30:

    Bij Besi is wel heel raar, er worden spelletje gespeeld.

    Ik denk dat veel mensen bang zijn geworden, ivm de dalingen van ASML en Besi na cijfers, Asmi kan ook dalen maar het hoeft niet, indien van wel dan herstel het toch wel binnen een paar dagen, daalt het niet dan mis je echt wel de boot, dus kies maar.
    Zo is het. Al mijn aandelen gehouden en cash klaargezet. Morgen rood dan koop ik bij.
  3. forum rang 9 nine_inch_nerd 26 oktober 2021 17:54
    quote:

    Windmee schreef op 26 oktober 2021 17:30:

    Bij Besi is wel heel raar, er worden spelletje gespeeld.

    Ik denk dat veel mensen bang zijn geworden, ivm de dalingen van ASML en Besi na cijfers, Asmi kan ook dalen maar het hoeft niet, indien van wel dan herstel het toch wel binnen een paar dagen, daalt het niet dan mis je echt wel de boot, dus kies maar.
    Kan me vergissen, maar zagen we hetzelfde traject vorige week niet bij ASML? Eerst een daling en daarna herstel naar dik groen.
    Bij Besi is het herstel op dezelfde dag gekomen...
  4. forum rang 10 voda 26 oktober 2021 18:04
    En de cijfers!

    18:02
    *ASMI omzet derde kwartaal 433 miljoen euro, verwacht was 400 tot 430 miljoen euro
    18:02
    *ASMI orders derde kwartaal 624,5 miljoen euro, verwacht was meer dan 600 miljoen euro
    18:02
    *ASMI nettowinst derde kwartaal 129 miljoen euro, genormaliseerd 132 miljoen euro
    18:02
    *ASMI verwacht voor vierde kwartaal omzet van 470 tot 500 miljoen euro en voor 600 miljoen euro aan orders
  5. Vegtje 26 oktober 2021 18:05
    New orders of €625 million for the third quarter 2021 increased by 106% as reported compared to the same period last year.
    Year-on-year revenue growth for the third quarter 2021 was 38% at constant currencies (38% as reported).
    Gross profit margin of 47.2% was lower compared to the relatively strong level of 49.9% in the same quarter last year.
    Operating result for the third quarter 2021 improved from €84 million last year to €117 million this year mainly driven by strong revenue growth.
    Normalized net earnings for the third quarter 2021 were €132 million, a significant improvement compared to the same quarter last year.
  6. alexnr75 26 oktober 2021 18:05
    Almere, The Netherlands
    October 26, 2021, 6 p.m. CET

    Record quarterly order intake driven by continued strong logic/foundry demand

    ASM International N.V. (Euronext Amsterdam: ASM) today reports its third quarter 2021 operating results (unaudited) in accordance with IFRS.

    FINANCIAL HIGHLIGHTS

    EUR million Q3 2020 Q2 2021 Q3 2021
    New orders 303.4 515.7 624.5
    Revenue 314.6 411.7 432.9
    Gross profit margin % 49.9 48.1 47.2
    Operating result 83.9 118.4 117.3
    Operating result margin % 26.7 28.7 27.1
    Result from investments (excluding amortization intangible assets resulting from the sale of ASMPT stake in 2013) 6.3 19.3 27.6
    Amortization intangible assets (resulting from the sale of ASMPT stake in 2013) (3.0) (3.0) (3.1)
    Net earnings 58.1 108.4 128.9
    Normalized net earnings (excluding amortization intangible assets resulting from the sale of ASMPT stake in 2013 and result from sale of ASMPT shares) 61.2 111.4 132.0
    New orders of €625 million for the third quarter 2021 increased by 106% as reported compared to the same period last year.
    Year-on-year revenue growth for the third quarter 2021 was 38% at constant currencies (38% as reported).
    Gross profit margin of 47.2% was lower compared to the relatively strong level of 49.9% in the same quarter last year.
    Operating result for the third quarter 2021 improved from €84 million last year to €117 million this year mainly driven by strong revenue growth.
    Normalized net earnings for the third quarter 2021 were €132 million, a significant improvement compared to the same quarter last year.


    COMMENT

    “ASMI continued its strong growth path in the third quarter,” said Benjamin Loh, President and Chief Executive Officer of ASM International. “Order intake surged to a new quarterly record of €625 million and was driven by continued strong logic/foundry demand and in part also by orders for shipment in 2022. As already announced on September 28, 2021, order intake exceeded previous guidance of €510-530 million. Compared to the same period last year, sales in the third quarter increased by 38%. Revenue, at €433 million, was slightly above the high end of the guidance of €400-430 million, despite continued tight supply chain conditions during the quarter. We are currently seeing some improvements but overall supply chain conditions are expected to remain challenging in Q4. Thanks to our team for another quarter of strong execution and to our suppliers and customers for their continued solid support and cooperation.”

    OUTLOOK

    For Q4, on a currency comparable level, we expect sales of €470-500 million. Q4 bookings, on a currency comparable level, are expected to be around €600 million. Starting 2022, we will stop providing guidance on order intake as it has become clear in the last two quarters in which actual order intake was significantly higher than guided that it is increasingly more challenging in the current environment to provide a meaningful outlook. With a continued strong momentum in the second half of the year, the wafer fab equipment (WFE) market is expected to grow by a mid-to-high thirties percentage in 2021.

    SHARE BUYBACK PROGRAM

    On July 28, 2021, ASMI announced the start of the €100 million share buyback program. As of September 30, 2021, 56.4% of the share buyback program was completed at an average share price of €328.07.

    ASMI INVESTOR DAY 2021
  7. Vegtje 26 oktober 2021 18:05
    OUTLOOK

    For Q4, on a currency comparable level, we expect sales of €470-500 million. Q4 bookings, on a currency comparable level, are expected to be around €600 million. Starting 2022, we will stop providing guidance on order intake as it has become clear in the last two quarters in which actual order intake was significantly higher than guided that it is increasingly more challenging in the current environment to provide a meaningful outlook. With a continued strong momentum in the second half of the year, the wafer fab equipment (WFE) market is expected to grow by a mid-to-high thirties percentage in 2021.
  8. forum rang 7 *voetnoot 26 oktober 2021 18:16
    quote:

    voda schreef op 26 oktober 2021 18:10:

    Een hele fraaie verbetering t.o.v. het 2e kwartaal 2021. En als je kijkt t.o.v. het 3e kwartaal 2020, dan zijn de cijfers bijna verdubbeld! Petje af voor ASMI!!!
    Beste @voda

    PRACHTIG!! Ik had eigenlijk niet anders verwacht. Op tradegate nog geen reactie (?)
    www.tradegate.de/orderbuch.php?isin=N...
4.693 Posts
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