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Aandeel RoodMicrotec AEX:ROOD.NL, NL0000440477

Laatste koers (eur) Verschil Volume
0,336   0,000   (0,00%) Dagrange 0,000 - 0,000 0  

Positievere geluiden

116 Posts
Pagina: «« 1 2 3 4 5 6 | Laatste | Omlaag ↓
  1. Argus 9 april 2010 19:31
    chipsector TAIPEI (AFN) - De Taiwanese chipproducent TSMC heeft het eerste kwartaal afgesloten met sterke verkoopresultaten in maart. De cijfers bevestigen dat de grote Aziatische technologieconcerns profiteren van een wereldwijd aantrekkende vraag.
    Branchegenoot UMC, de nummer twee achter TSMC, maakte donderdag ook al een omzetverdubbeling bekend over maart. TSMC en UMC gaven beide aan hun investeringen fors te zullen opschroeven om in te spelen op de vraag naar nieuwe computers, mobieltjes en tv's waarvoor steeds sterkere chips nodig zijn.

  2. [verwijderd] 12 april 2010 15:42
    quote:

    pardon schreef:

    Ook philips gaat uitbreiden in ledverlichting.
    Het is alleen jammer dat je van RoodMicrotec zelf niets hoort over deze ontwikkelingen. Ik bedoel, als aandeelhouder ben ik wel benieuwd in hoeverre deze ontwikkelingen voor RoodMicrotec extra werk opleveren. Ook zou ik graag zien dat er wat vaker vermeld wordt dat er orders binnen gehaald zijn.

    Ik denk dat ze best hard aan het werk zijn bij RoodMicrotec, maar ik wil dat ook graag van ze zelf horen.
    Daarentegen heb ik er nog wel alle vertrouwen in en ik heb ook liever dat je minder hoort dan dat er teveel geroepen wordt, maar toch....

    Cheesa.
  3. pardon 12 april 2010 18:06
    Je gaat naar de site van rood daar staat ook een telefoonnummer bij je belt daar naar toe en stelt je vragen of je vraagt per email je krijgt best antwoord.
    Ik heb een 06 nummer gekregen van Nijenhuis ik kan hem altijd bellen en hij staat mij altijd te woord of hij belt later zelf terug.Ik heb dat ook bij enkele andere fondsen,ook daar bel ik de directie en kan daar ook mijn vragen stellen.
  4. pardon 13 april 2010 22:29
    Positieve cijfers Intel.

    Intel News Release
    Related Links
    More in this category
    Corporate Information
    Contact Corporate Press Relations
    2232
    retweetIntel Reports Record First Quarter

    First-Quarter Results
    Revenue $10.3 Billion
    Gross Margin 63%
    Operating Income $3.4 Billion
    Net Income $2.4 Billion
    EPS 43 Cents


    SANTA CLARA, Calif., Apr. 13, 2010 – Intel Corporation today reported first-quarter revenue of $10.3 billion. The company reported operating income of $3.4 billion, net income of $2.4 billion and EPS of 43 cents.

    "The investments we’re making in leading edge technology are delivering the most compelling product line-up in our history," said Paul Otellini, Intel president and CEO. "These leadership products combined with growing worldwide demand and continued outstanding execution resulted in Intel's best first quarter ever. Looking forward, we're optimistic about our business as Intel products are designed into a variety of new and exciting segments."
  5. DAGEVOS 8 augustus 2010 09:24
    Accumulate
    0.17
    closing price as of 06/07/2010
    0.22
    Target Price unchanged
    Recommendation unchanged
    Target price: EUR
    Share price: EUR
    Reuters/Bloomberg ROON.AS/ROOD NA
    Daily avg. no. trad. sh. 12 mth 179,478
    Daily avg. trad. vol. 12 mth (m) 0.03
    Price high 12 mth (EUR) 0.24
    Price low 12 mth (EUR) 0.15
    Abs. perf. 1 mth 3.1%
    Abs. perf. 3 mth -7.2%
    Abs. perf. 12 mth 5.0%
    Market capitalisation (EURm) 6
    Current N° of shares (m) 35
    Free float 100%
    Key financials (EUR) 12/09 12/10e 12/11e
    Sales (m) 12 15 17
    EBITDA (m) 1 2 3
    EBITDA margin 6.2% 16.3% 18.5%
    EBIT (m) (1) 1 1
    EBIT margin nm 4.1% 8.5%
    Net Profit (adj.)(m) (2) 0 1
    ROCE -10.0% 5.5% 14.0%
    Net debt/(cash) (m) 5 3 1
    Net Debt Equity 1.5 1.0 0.3
    Net Debt/EBITDA 6.1 1.3 0.4
    Int. cover(EBITDA/Fin.int) 1.7 7.3 12.5
    EV/Sales 0.8 0.6 0.4
    EV/EBITDA 13.6 3.7 2.2
    EV/EBITDA (adj.) 13.6 3.7 2.2
    EV/EBIT nm 14.5 4.9
    P/E (adj.) nm 27.3 7.1
    P/BV 1.8 1.8 1.4
    OpFCF yield 1.1% 23.5% 32.3%
    Dividend yield 0.0% 0.0% 0.0%
    EPS (adj.) (0.05) 0.01 0.02
    BVPS 0.10 0.10 0.12
    DPS 0.00 0.00 0.00
    vvdsvdvsdy
    0.150
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    Jun 09 Jul 09 Aug 09 Sep 09 Oct 09 Nov 09 Dec 09 Jan 10 Feb 10 Mar 10 Apr 10 May 10 Jun 10 Jul 10
    ROODMICROTEC Amsterdam Small Cap Index (Rebased)
    Source: Factset
    Shareholders:
    For company descript ion please see summary table footnote
    Market recovery boosting revenue
    RoodMicrotec (RM) has announced that revenue recovered by a solid 32% in H1
    2010. The company forecasts further growth in H2 2010. We keep our earnings
    estimates unchanged. We still expect RM to turn to operating margin of 4% in
    2010, which will be fully realized in the second half. For 2011, we project further
    improvement to 8% margin. Accumulate recommendation and EUR 0.22 price
    target are maintained.
     RM is benefiting from the sharp recovery of the semiconductor market. Revenue
    has jumped by 32% in the first half. The rebound was particularly strong in test
    services. This activity is the most cyclical within the portfolio of RM and was hit the
    hardest during the downturn last year. Test engineering showed a sizeable drop in
    revenue, which was disappointing. The company blames this on the fact that new
    product developments (the key driver for this activity) have so far been postponed,
    but the trend in the most recent months points to a recovery.
     The company’s strategy is to gradually move away from capital-intensive test
    services towards more differentiated services such as failure analysis, qualification
    and supply chain management. Similar to H2 2009, the strongest growth was
    recorded in Supply Chain Management, which tripled in size year-on-year in H1
    2010. This activity comes with lower margins as the materials revenue (purchased
    wafer) is included. This is however not an indication for the quality of this activity.
    On the contrary, we believe that supply chain management allows RM to
    differentiate itself by providing its fabless customers with a full set of services.
     The company does not disclose quarterly revenue figures. However, a graph
    published by RM on the monthly average revenue trend shows that levels in Q2
    improved markedly compared to Q1. This bodes well for the developments in H2.
    We estimate revenue for the full year to increase by 28%. We expect a modest loss
    in H1 2010, which will be a marked improvement compared to a loss of EUR 0.9m
    in H1 2009 and a loss of EUR 0.4m in H2 2010.
     Following the sharp rebound in 2010, we expect market conditions to remain
    overall healthy in 2011. However, the strength of the current recovery is at the
    same time a risk factor. The current pace of market improvement is difficult to
    maintain and increases the likelihood of a temporary slowdown towards the end of
    2010 or early 2011. Despite the company’s strategy to increase revenue from
    differentiated services, the company is still dependent on the development in the
    semiconductor industry and, as such, sensitive to overall economic conditions.
     On the back of improving EBITDA and relatively low capital spending, we project a
    steady improvement in the financial position. We estimate net debt to decrease
    from EUR 4.5m at the end of last year to EUR 3.2m at the end of 2010. We believe
    this will contribute to the improvement of the risk profile.
     We maintain our Accumulate recommendation. At our price target of EUR 0.22 the
    company would be valued at EV/EBITDA 2.8x 2011. In absolute terms this may
    appear to be on low side. However, we note that multiples in the sector are
    currently towards the lower end, as the market peak has boosted industry profit
    expectations to relatively high level. For instance, Amkor, which is one of the
    leading players in the semiconductor outsourced test and assembly services, is
    valued at EV/EBITDA 3x based on 2010 consensus estimates.
    Analyst(s): Victor Bareño, CFA +312 0 5508822 victor.bareno@snssecurities.nl
    RoodMicrotec
    Page 2
    Source: RoodMicrotec
    The graph above shows the indexed revenue development for RoodMicrotec, plotted
    against the overall semiconductor market. This shows that RM is close to record levels
    again. In addition, it shows that revenue has continued to accelerate during H1 2010, which
    points to further sequential growth in H2 2010.
    Note that the revenue for RM is depicted in Euro vs. US dollar for the market. However, the
    US dollar exposure of RM is very limited: about 10% of total revenue used to be in USD,
    and recently RM has changed billing for these contracts to Euro as well.
    Upcoming Events Calendar
    Source: AMI
    Date Event Type Description Period
    31/08/10 Results Interim 2010 Earnings conference call 2010H1
    31/08/10
    11/11/10
    Results
    Trading update
    Interim 2010 Results
    2010H1
    Sales Revenue Index in US-$ - RoodMicrotec in EUR
    (3-month moving average)
    0
    50
    100
    150
    200
    250
    300
    350
    Jan 04
    Jan 05
    Jan 06
    Jan 07
    Jan 08
    Jan 09
    Jan 10
    Europe Worldwide RoodMicrotec Asia Pacific
    RoodMicrotec
    AsiaPacific
    Europe
    Worldwide
    Source: SIA/RoodMicrotec
    (Revenue in 2004 equal to 100)
    RoodMicrotec
    Page
116 Posts
Pagina: «« 1 2 3 4 5 6 | Laatste |Omhoog ↑

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