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BE Semiconductor Industries NV

BESI.AS

Latest Trade

81.30EUR

Change

-1.78(-2.14%)

Volume

862,411

Today's Range

79.16

 - 

81.30

52 Week Range

52.54

 - 

89.20

As of on the Euronext Amsterdam Stock Exchange ∙ Minimum 15 minute delay

Latest Developments

Besi Announces Disruption At Shah Alam Production Facility

Dec 20 (Reuters) - BE Semiconductor Industries NV <BESI.AS>::ANNOUNCES TEMPORARY DISRUPTION AT SHAH ALAM, MALAYSIA PRODUCTION FACILITY. Q4-21 ORDER UPDATE.TODAY ANNOUNCED THAT EXTENDED, RECORD RAINFALL AFFECTING ITS MAIN PRODUCTION FACILITY IN SHAH ALAM, MALAYSIA CAUSED FLOODING OF THE ASSEMBLY FLOOR FOR DIE ATTACH SYSTEMS.AS A RESULT, THE FINAL ASSEMBLY OF APPROXIMATELY 60 DIE ATTACH SYSTEMS WITH A VALUE OF APPROXIMATELY € 25 MILLION WAS HALTED TEMPORARILY.BELIEVES THAT DELAYS RESULTING FROM THIS WEATHER EVENT COULD CAUSE ITS ANTICIPATED REVENUE FOR THE FOURTH QUARTER OF 2021 TO DECLINE BY APPROXIMATELY 15-20% VERSUS Q3-21 AS COMPARED TO PRIOR GUIDANCE OF A DECREASE OF 5-15%.ALL OF SUCH SYSTEMS WERE SCHEDULED FOR SHIPMENT IN THE FOURTH QUARTER OF 2021.THE IMPACT OF THE FLOODING WILL HAVE MINIMAL EFFECT ON BESI’S PLANNED RAMPING OF HYBRID BONDING SYSTEM PRODUCTION SCHEDULED FOR THE FIRST HALF OF 2022.FIRST ESTIMATES OF ONE-TIME COSTS ASSOCIATED WITH MATERIALS AND LABOR NECESSARY TO REPAIR OR REPRODUCE ANY SYSTEMS AFFECTED ARE IN THE RANGE OF € 4-6 MILLION AND WILL BE TAKEN AS A CHARGE TO FOURTH QUARTER 2021 EARNINGS.ESTIMATED COSTS TO REPAIR THE AFFECTED BUILDING AND PRODUCTION RELATED EQUIPMENT ARE NOT EXPECTED TO EXCEED € 2 MILLION.BESI ALSO ANNOUNCED THAT ITS ORDERS FOR THE FOURTH QUARTER OF 2021 WILL APPROXIMATE € 180-€ 190 MILLION VERSUS THE € 157.3 MILLION RECORDED IN THE FOURTH QUARTER OF 2020.

BE Semiconductor Sees Revenue Decrease 5%-15% In Q4

Oct 26 (Reuters) - BE SEMICONDUCTOR INDUSTRIES NV <BESI.AS>::Q3 REVENUE EUR 208.3 MILLION VERSUS EUR 108.3 MILLION YEAR AGO.Q3 NET INCOME EUR 84.2 MILLION VERSUS EUR 34.0 MILLION YEAR AGO.Q3 ORDERS OF EUR 209.2 MILLION.Q3 EBITDA EUR 99.7 MILLION VERSUS EUR 46.5 MILLION YEAR AGO.Q4-21 REVENUE TO DECREASE APPROXIMATELY 5-15% VERSUS. Q3-21 AS NEW PRODUCTS ARE INTRODUCED, CAPACITY ADDED IN 2021 IS DEPLOYED AND TYPICAL H2 SEASONAL TRENDS.Q4-21 REVENUE EXPECTED TO RISE 60-80% VERSUS. Q4-20 HIGHLIGHTING ONGOING MARKET STRENGTH.Q4-21 GROSS MARGIN OF 59-61% AT SIMILAR LEVELS AS REPORTED IN Q3-21.

Besi Q2 EBITDA Up At Eur 110.9 Mln, Sees Q3 Gross Margin Of 60-62%

July 27 (Reuters) - BE Semiconductor Industries NV <BESI.AS>::Q2 EBITDA EUR 110.9 MILLION VERSUS EUR 52.6 MILLION IN Q1 2021.Q3-21 REVENUE ESTIMATED TO DECREASE BY APPROXIMATELY 5-15% VERSUS. Q2-21 CONSISTENT WITH SEASONAL TRENDS. GROSS MARGIN ANTICIPATED TO RANGE BETWEEN 60-62%.Q3 OUTLOOK: OPERATING EXPENSES WILL DECREASE BY 5-10% VERSUS. THE € 33.6 MILLION REPORTED IN Q2-21.END-Q2 NET CASH INCREASED BY 120.8% VERSUS. Q2-20 TO REACH € 206.7 MILLION.BESI WILL INCREASE THE AMOUNT OF ITS CURRENT SHARE BUYBACK PROGRAM BY € 60.0 MILLION FOR AN AGGREGATE AMOUNT OF € 185.0 MILLION AND EXTEND ITS END DATE UNTIL OCTOBER 30, 2022.Q2 REVENUE OF € 226.1 MILLION, UP 57.9% VERSUS. Q1-21 AND UP 81.9% VERSUS. Q2-20 DUE TO BROAD BASED GROWTH ACROSS END-USER AND GEOGRAPHIC MARKETS WITH PARTICULAR STRENGTH IN HIGH-END MOBILE APPLICATIONS.Q2 ORDERS OF € 200.2 MILLION, DOWN 38.8% VERSUS. RECORD LEVELS ACHIEVED IN Q1-21 RELATED TO SIGNIFICANT Q1-21 SMARTPHONE CAPACITY BUILD.Q2 GROSS MARGIN OF 62.1%, UP 3.9 POINTS VERSUS. Q1-21, EXCEEDED GUIDANCE PRIMARILY DUE TO MORE FAVORABLE PRODUCT MIX AND LABOR EFFICIENCIES FROM SIGNIFICANTLY HIGHER REVENUE.Q2 NET INCOME OF € 93.5 MILLION GREW € 55.9 MILLION (148.7%) VERSUS. Q1-21 AND € 53.7 MILLION (134.9%) VERSUS. Q2- 20 PRIMARILY DUE TO SIGNIFICANTLY HIGHER REVENUE, MORE FAVORABLE PRODUCT MIX AND COST CONTROL EFFORTS.

BESI Q1 Net Income Up At EUR 37.6 Mln

April 30 (Reuters) - BE SEMICONDUCTOR INDUSTRIES NV <BESI.AS>::Q1 REVENUE OF EUR 143.2 MILLION AND NET INCOME OF EUR 37.6 MILLION UP 56.8% AND 170.5%, RESPECTIVELY,.Q1 ORDERS OF EUR 327.1 MILLION, UP 107.9% VERSUS. Q4-20 AND 175.8% VERSUS. Q1-20.HIGHER SHIPMENTS FOR HIGH END MOBILE APPLICATIONS WITH 5G FEATURES AND FUNCTIONALITY IN Q1.REVENUE AT LOWER END OF PRIOR GUIDANCE AS SOME SCHEDULED Q1-21 SHIPMENTS WERE DELIVERED IN Q2-21 DUE TO CERTAIN SUPPLY CHAIN CONSTRAINTS.ORDERS UP DUE PRIMARILY TO HIGHER BOOKINGS FOR MOBILE, AUTOMOTIVE AND HIGH-PERFORMANCE COMPUTING APPLICATIONS.GROSS MARGIN OF 58.2% ROUGHLY EQUAL TO Q4-20 AND UP 1.5 POINTS VERSUS Q1 DUE TO MORE FAVORABLE PRODUCT MIX AND INCREASED PRODUCTION EFFICIENCIES.OPERATING INCOME ROSE 18.9% AND 157.4% VERSUS Q4-20 AND Q1-20.Q2-21 REVENUE EXPECTED TO GROW APPROXIMATELY 30-40% VERSUS Q1-21 GROSS MARGIN ANTICIPATED TO RANGE BETWEEN 58-60%.Q2-21 OUTLOOK: OPERATING EXPENSES WILL DECREASE BY APPROXIMATELY 0-5% VERSUS THE € 34.9 MILLION REPORTED IN Q1- 21.DEVELOPING PLAND TO EXPAND US AND TAIWAN DEVELOPMENT IN CONNECTION WITH CAPEX EXPANSION PLANS ANNOUNCED BY SOME OF OUR CUSTOMERS.SUPPLY CHAINS ADVERSELY AFFECTED BY SHORTAGES OF A VARIETY OF ESSENTIAL AND NON-ESSENTIAL COMPONENTS AND TRANSPORTATION AND LOGISTICS ISSUES.EXPANDING DEVELOPMENT ACTIVITIES FOR BOTH OUR HYBRID BONDING EFFORTS WITH APPLIED MATERIALS, INC. AND OUR <10 NANOMETER ADVANCED PACKAGING PORTFOLIO.

Besi Q1 Orders Up At 327 Million Euros

April 6 (Reuters) - BE Semiconductor Industries NV <BESI.AS>::Q1-21 ORDERS OF € 327 MILLION, UP 108% VERSUS Q4-20 AND 176% VERSUS. Q1-20.REVENUE AND OPERATING PROFIT FOR Q1-21 ARE ANTICIPATED TO BE WITHIN PRIOR GUIDANCE FOR THE QUARTER IN TERMS OF REVENUE, GROSS MARGIN AND OPERATING PROFIT.BOOKINGS DURING THE QUARTER ALSO INCLUDED INITIAL ORDERS FOR BESI’S HYBRID BONDING SYSTEMS FROM INDUSTRY LEADING CUSTOMERS.

BE Semiconductor Industries Q4 Net Income Up At 44.6 Million Euros

Feb 19 (Reuters) - BE SEMICONDUCTOR INDUSTRIES NV <BESI.AS>::ANNOUNCES Q4-20 AND FULL YEAR 2020 RESULTS.Q4-20 REVENUE AND NET INCOME UP 18.7% AND 32.3% VERSUS. Q4-19.Q1-21 REVENUE ESTIMATED TO INCREASE 30%-40% VERSUS Q4-20.STRONG DEMAND CONTINUES WITH CURRENT Q1-21 ORDERS EXCEEDING TOTAL FOR Q4-20.Q4 NET INCOME GREW TO € 44.6 MILLION, AN INCREASE OF € 10.6 MILLION VERSUS Q3-20.OUTLOOK : GROSS MARGIN ANTICIPATED TO RANGE BETWEEN 58% AND 60%.PROPOSED 2020 DIVIDEND OF € 1.70 PER SHARE. REPRESENTS PAY-OUT RATIO OF 94%.Q4 REVENUE OF € 109.7 MILLION, UP 1.3% VERSUS Q3-20.Q4 ORDERS UP 65.8% VERSUS Q3-20.

BE Semiconductor Industries : Q3 Net Income 34.0 Million Euros

Oct 22 (Reuters) - BE SEMICONDUCTOR INDUSTRIES NV <BESI.AS>::BE SEMICONDUCTOR INDUSTRIES N.V. ANNOUNCES Q3-20 RESULTS.Q4-20 REVENUE ESTIMATED TO BE FLAT TO DOWN 15%.Q3 NET INCOME EUR 34.0 MILLION VERSUS EUR 19.2 MILLION YEAR AGO.Q4-20 GROSS MARGIN ANTICIPATED BETWEEN 58%- 60%.Q3 EBITDA EUR 46.5 MILLION VERSUS EUR 30.2 MILLION YEAR AGO.Q4-20 REVENUE ESTIMATED TO BE FLAT TO DOWN 15% VERSUS. Q3-20 PRIMARILY DUE TO SEASONAL INFLUENCES AND CONCERNS AS TO THE DEVELOPMENT OF THE COVID-19 PANDEMIC.Q4-20 OUTLOOK: GROSS MARGIN ANTICIPATED BETWEEN 58%- 60%.NET CASH ROSE STRONGLY TO € 158.7 MILLION, UP € 65.1 MILLION (+69.6%) VERSUS. JUNE 30, 2020.Q3 ORDERS OF € 94.9 MILLION, DOWN 6.3% VERSUS. Q2-20. UP 15.5% VERSUS. Q3-19 DUE TO INCREASED DEMAND FOR HIGH END MOBILE APPLICATIONS RELATED TO NEW PRODUCT INTRODUCTIONS AND 5G CAPABILITIES.Q4-20 OUTLOOK: OPERATING EXPENSES WILL INCREASE BY 0-5% VERSUS. THE € 23.9 MILLION REPORTED IN Q3-20.

BESI Announces EUR 150 Million Senior Unsecured Convertible Bond Offering

July 28 (Reuters) - BE Semiconductor Industries NV <BESI.AS>::BE SEMICONDUCTOR INDUSTRIES N.V. ANNOUNCES € 150 MILLION SENIOR UNSECURED CONVERTIBLE BOND OFFERING.BONDS EXPECTED TO CARRY A COUPON IN THE RANGE OF 0.50% TO 1.20% PER ANNUM.BONDS WILL BE ISSUED AT 100% OF THEIR PRINCIPAL AMOUNT.

BESI Q2 Net Income Up At 39.8 Million Euros

July 28 (Reuters) - BE SEMICONDUCTOR INDUSTRIES NV <BESI.AS>::ANNOUNCES Q2-20 AND H1-20 RESULTS..Q2-20 REVENUE OF € 124.3 MILLION AND NET INCOME OF € 39.8 MILLION UP 34.1% AND 110.6%.Q2 GROSS MARGIN REACHED 62.0%, UP 5.3 POINTS VERSUS Q1-20.SHARE BUYBACK PROGRAM EXTENDED UNTIL OCTOBER 2021 AND INCREASED BY € 50 MILLION TO € 125 MILLION.Q2 NET INCOME OF € 39.8 MILLION GREW € 25.9 MILLION (186.3%) VERSUS. Q1.Q2 ORDERS OF € 101.3 MILLION, DOWN 14.6% VERSUS. Q1-20 BUT UP 22.5% VERSUS. Q2-19.END-JUNE NET CASH OF € 93.6 MILLION ROSE € 7.5 MILLION (+8.7%) VERSUS. JUNE 30, 2019.Q3-20 REVENUE ESTIMATED TO DECREASE BY APPROXIMATELY 10-25% VERSUS. Q2-20.Q3-20 GROSS MARGIN ANTICIPATED TO RANGE BETWEEN 58%-60%.AT END OF Q2-20, CASH AND DEPOSITS AGGREGATED € 366.6 MILLION.

BESI Q1 EBITDA Up At 24.0 Million Euros

April 30 (Reuters) - BE Semiconductor Industries NV <BESI.AS>::Q1 REVENUE OF € 91.3 MILLION AND NET INCOME OF € 13.9 MILLION.Q1-20 ORDERS UP 18.0% VERSUS. Q4-19 AND 42.2% VERSUS. Q1-19.Q1-20 ORDERS OF € 118.6 MILLION, UP 18.0% AND 42.2% VERSUS. Q4-19 AND Q1-19.Q1 NET INCOME OF € 13.9 MILLION, DOWN € 19.8 MILLION VERSUS. Q4-19.Q2-20 REVENUE EXPECTED TO INCREASE BY APPROXIMATELY 5-25%.Q1 EBITDA EUR 24.0 MILLION VERSUS EUR 19.7 MILLION YEAR AGO.OPERATING EXPENSES WILL DECREASE BY APPROXIMATELY 10-15% VERSUS. € 33.0 MILLION REPORTED IN Q1-2020.AT PRESENT, BESI IS OPERATING WITH VARYING RESTRICTIONS ON ITS PRODUCTION CAPACITY AND SUPPLY CHAIN ACTIVITIES DEPENDING ON LOCATION.GROSS MARGIN WILL RANGE BETWEEN 56-58% VERSUS. 56.7% REALIZED IN Q1-20.AT THE END OF Q1-20, NEARLY 70% OF BESI’S EMPLOYEES AND VIRTUALLY ALL PRODUCTION WAS BASED IN ASIA.REVENUE WILL INCREASE BY APPROXIMATELY 5-25% VERSUS. € 91.3 MILLION REPORTED IN Q1-20.NET CASH EUR 148.3 MILLION.

Quote and financial data from Refinitiv. Fund performance data provided by Lipper. All quotes delayed a minimum of 15 minutes.

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