Besi Semiconductor jaardraadje 2024

1. anders 24 april 2024 22:20

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   Met slechte outlook. Na bekendmaking cijfers in 10 seconden van +1% naar -10% bizar dat, dat kan gaat nergens over.
   
   Beginnen scheurtjes te komen in de zege reeks van tech
2. Dr. Jones 24 april 2024 22:28

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   quote:

   Snelle Jaapie schreef op 24 april 2024 19:29:

   Koers morgen einde van de dag waarschijnlijk boven de 150!
   
   Hybrid Bonding gaat het verschil maken.
   

   Besi gaat meestal Asmi achterna.
3. Chipie 25 april 2024 05:41

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   quote:

   guusje schreef op 24 april 2024 21:13:

   [...]
   
   Waarom denk een LT belegger dat zou haast zeggen dat je short zit,
   

   Mijn onderbuik zegt dat het niet goed zit , hoop dat ik het fout heb , maar verwacht geen aantrekkende order instroom , pas in 2025 eigenlijk zoals als vermeld en 2024 zou overgangs jaar worden
   En toch zit ik Lt !!
4. CORE_Hagar 25 april 2024 07:00

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   BE Semiconductor Industries N.V. Announces Q1-24 Results
   Q1-24 Revenue of € 146.3 Million and Net Income of € 34.0 Million. Revenue Exceeds Midpoint of Guidance and Gross Margin above Guidance.
   
   Duiven, the Netherlands, April 25, 2024 - BE Semiconductor Industries N.V. (the “Company" or "Besi") (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, today announced its results for the first quarter ended March 31, 2024.
   
   Key Highlights
   Revenue of € 146.3 million, above midpoint of guidance. Down 8.3% vs. Q4-23 due primarily to lower shipments for high-performance computing and automotive end-user markets, partially offset by higher shipments for high-end mobile applications. Up 9.7% vs. Q1-23 due to higher shipments for 2.5D and 3D applications partially offset by weakness in smartphone end user markets
   
   Orders of € 127.7 million down 23.3% vs. Q4-23 principally due to a pause in demand for 2.5D and 3D applications following strong H2-23 and ongoing softness in mainstream assembly markets. Vs. Q1-23, orders decreased 10.1% due primarily to weakness in high-end mobile and automotive markets
   
   Gross margin of 67.2% rose by 2.1 points vs. Q4-23 and by 3.0 points vs. Q1-23 due primarily to a more favorable product mix
   
   Net income of € 34.0 million decreased 38.1% vs. Q4-23 and 1.4% vs. Q1-23 primarily due to higher share-based incentive compensation and, to a lesser extent, increased R&D spending. Besi’s net margin declined to 23.2% vs. 34.4% in Q4-23 and 25.9% in Q1-23
   
   Ex share-based incentive compensation, Besi’s adjusted net income (net margin) was € 49.5 million (33.8%) vs. € 57.7 million (36.2%) in Q4-23 and € 43.0 million (32.2%) in Q1-23
   
   Net cash of € 180.9 million increased € 67.9 million, or 60.1%, vs. Q4-23 due to strong cash flow from operations and the conversion into equity of Convertible Notes
   
   Outlook
   Revenue expected to be flat (plus or minus 5%) vs. € 146.3 million reported in Q1-24
   
   Gross margin expected to range between 63-65% vs. 67.2% realized in Q1-24 due to the anticipated product mix
   
   Operating expenses expected to decrease 15%-20% vs. € 57.6 million in Q1-24 due to a reduction in share-based compensation expense
5. voda 25 april 2024 07:00

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   Press Releases
   25 Apr 2024
   BE Semiconductor Industries N.V. Announces Q1-24 Results
   Q1-24 Revenue of € 146.3 Million and Net Income of € 34.0 Million. Revenue Exceeds Midpoint of Guidance and Gross Margin above Guidance.
   
   Duiven, the Netherlands, April 25, 2024 - BE Semiconductor Industries N.V. (the “Company" or "Besi") (Euronext Amsterdam: BESI; OTC markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, today announced its results for the first quarter ended March 31, 2024.
   
   Key Highlights
   Revenue of € 146.3 million, above midpoint of guidance. Down 8.3% vs. Q4-23 due primarily to lower shipments for high-performance computing and automotive end-user markets, partially offset by higher shipments for high-end mobile applications. Up 9.7% vs. Q1-23 due to higher shipments for 2.5D and 3D applications partially offset by weakness in smartphone end user markets
   
   Orders of € 127.7 million down 23.3% vs. Q4-23 principally due to a pause in demand for 2.5D and 3D applications following strong H2-23 and ongoing softness in mainstream assembly markets. Vs. Q1-23, orders decreased 10.1% due primarily to weakness in high-end mobile and automotive markets
   
   Gross margin of 67.2% rose by 2.1 points vs. Q4-23 and by 3.0 points vs. Q1-23 due primarily to a more favorable product mix
   
   Net income of € 34.0 million decreased 38.1% vs. Q4-23 and 1.4% vs. Q1-23 primarily due to higher share-based incentive compensation and, to a lesser extent, increased R&D spending. Besi’s net margin declined to 23.2% vs. 34.4% in Q4-23 and 25.9% in Q1-23
   
   Ex share-based incentive compensation, Besi’s adjusted net income (net margin) was € 49.5 million (33.8%) vs. € 57.7 million (36.2%) in Q4-23 and € 43.0 million (32.2%) in Q1-23
   
   Net cash of € 180.9 million increased € 67.9 million, or 60.1%, vs. Q4-23 due to strong cash flow from operations and the conversion into equity of Convertible Notes
   
   Outlook
   Revenue expected to be flat (plus or minus 5%) vs. € 146.3 million reported in Q1-24
   
   Gross margin expected to range between 63-65% vs. 67.2% realized in Q1-24 due to the anticipated product mix
   
   Operating expenses expected to decrease 15%-20% vs. € 57.6 million in Q1-24 due to a reduction in share-based compensation expense
   
   
   
   To read the full version of our press release, please download the PDF file.
6. voda 25 april 2024 07:00

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   En de PDF met alle cijfers:

   Bijlage:
7. voda 25 april 2024 07:03

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   Ik ben zeer benieuwd hoe de markt dit gaat oppakken!

   Bijlage:
8. anders 25 april 2024 07:04

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   Pffff. Niet best vind ik. Alles slechter dan q4
9. Chipie 25 april 2024 07:05

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   Gaat vet de - in
10. voda 25 april 2024 07:06

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    Richard W. Blickman, President and Chief Executive Officer of Besi, commented: “Besi delivered solid first quarter results in an extended assembly market downturn. Revenue of € 146.3 million was above the midpoint of prior guidance and represented a 9.7% increase versus Q1-23. Year over year revenue growth reflected strength in both 2.5D and 3D AI related applications partially offset by continued weakness in mobile and automotive markets. Similarly, net income adjusted for share-based compensation rose to € 49.5 million, an increase of 15.1% versus Q1-23, with adjusted net margins increasing to 33.8% versus 32.2%. Profit growth was primarily attributable to increased revenue combined with a 3.0 point increase in gross margins to 67.2% associated with a more favorable product mix and net forex benefits. Our financial position also improved with net cash increasing by 60.1% from year end to reach € 180.9 million due to strong cash flow generation and the conversion into equity of Convertible Notes.
    
    Order trends in Q1-24 reflected a number of cross currents affecting assembly equipment markets currently. For the quarter, orders decreased by 10.1% versus Q1-23 and by 23.3% sequentially. Mainstream assembly markets continue to be soft, particularly for smartphone and automotive applications, despite increasing utilization rates generally. For smartphone applications, it reflects both ongoing weakness in Chinese markets and limited new product innovation this year. For automotive applications, it reflects excess assembly capacity after a period of strong growth over the past two years. We also noted a pause in advanced packaging order development this quarter, particularly for 2.5D and 3D applications, after a strong ramp in H2-23 as customers install new incremental capacity. We expect these orders to revive in Q2-24. Orders for photonics applications continued to be strong in Q1-24. In addition, we received a follow on order for our new, in-line flip chip system for CoWoS applications, shipped a TCB Next system for evaluation to a second customer and received indications of interest for additional systems from multiple customers.
    
    It appears that the recovery of the assembly equipment market in 2024 is progressing more slowly than previously anticipated due to continued excess capacity conditions in a number of our end-user markets. Many industry analysts now expect the upturn in mainstream assembly applications to be more H2-24 focused. However, our advanced packaging prospects continue to be favorable based on customer investment plans for 2.5D and 3D AI applications, particularly in the areas of hybrid bonding, CoWoS and photonics assembly. We anticipate orders for 25-35 hybrid bonding systems in Q2-24 from multiple customers, substantially all of which are for Besi’s most advanced 100nm accuracy generation. As such, we are increasing our R&D investment in each of these assembly processes to take advantage of growth anticipated in 2025-2027. We have also expanded our resource commitment to next generation TCB systems. We see a parallel path pursued by leading memory customers for the adoption of both hybrid bonding and next generation TCB assembly processes in order to meet the significant demand for high bandwidth memory necessary to support AI related capacity growth.
    
    For Q2-24, we forecast that revenue will be flat plus or minus 5% versus Q1-24 with gross margins of 63%65% based on our projected product mix. Aggregate operating expenses are forecast to decrease by 1520% versus Q1-24 due to a reduction in share-based compensation expense.”
12. Stiertje1957 25 april 2024 07:08

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    De Q1 rapportage geeft geen aanleiding tot een ASMI- feestje ben ik bang: maar als die er toch komt zou het een aangename verrassing zijn.
13. CORE_Hagar 25 april 2024 07:10

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    Los van de cijfers vind ik het verhaal van Blickman redelijk wat lichtpunten te bevatten.
14. voda 25 april 2024 07:12

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    Op zich zien de cijfers er niet slecht uit. Ik weet niet of q4 heel erg goed was, maar de beleggers zullen die minnen in vergelijking met q4 waarschijnlijk niet kunnen waarderen. Zo maar mijn insteek.
    
    We zullen het dadelijk gaan zien. Succes/sterkte allemaal!
15. BassieNL 25 april 2024 07:14

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    Lagere orders. Beetje zoals ASML.
    Gaan beleggers niet leuk vinden.
16. voda 25 april 2024 07:16

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    quote:

    BassieNL schreef op 25 april 2024 07:14:

    Lagere orders. Beetje zoals ASML.
    Gaan beleggers niet leuk vinden.
    

    Ik denk ook eerder dat wij vandaag een ASML- tje gaan doen i.p.v. een ASMI- tje.
17. CORE_Hagar 25 april 2024 07:17

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    Op zich niet zo vreemd, want groei begint aan de voorkant van de keten, en BESI zit aan de achterkant.
18. voda 25 april 2024 07:17

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    @ Core Hagar, een AB. We waren even snel. :-)
    
    Gulle gevers hier.
19. anders 25 april 2024 07:17

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    quote:

    voda schreef op 25 april 2024 07:16:

    [...]
    Ik denk ook eerder dat wij vandaag een ASML- tje gaan doen i.p.v. een ASMI- tje.
    

    Misschien in de cc . Dat er een Elon Muskje gebeurt?
20. voda 25 april 2024 07:19

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    25 Apr 2024
    CONFERENCE CALL/WEBCAST DETAILS: Besi's 2024 First Quarter Results
    Besi will issue its 2024 first quarter results on April 25, 2024 (07.00 am CET).
    
    A conference call to discuss the Company's 2024 first quarter results will be held on Thursday April 25, 2024, at 4.00 p.m. CET (10.00 a.m. EDT).
    
    To register for the conference call, please click HERE.
    To join the audio webcast, please click HERE.
    
    www.besi.com/investor-relations/finan...
21. CORE_Hagar 25 april 2024 07:20

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    quote:

    voda schreef op 25 april 2024 07:17:

    @ Core Hagar, een AB. We waren even snel. :-)
    
    Gulle gevers hier.
    

    We zijn aan elkaar gewaagd vandaag :)