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ASMI - jaardraadje 2024

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  1. forum rang 6 Lieutenant Price 29 oktober 2024 18:06

    • Lieutenant Price

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    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

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    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

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    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. forum rang 4 Rechterzijde 29 oktober 2024 18:09

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    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

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    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

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    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

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    Concurrent Lam Research had ook goede cijfers en outlook, steeg bij publicatie bijna 7%.
    Lijkt mij weinig voor ASMI, is immers marktleider ALD.
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