ASM International（ASM1 N）株式概要ASMインターナショナルNVは、その子会社とともに、欧州、米国、アジアにおいて、半導体デバイスの製造に使用される装置や材料の研究、開発、製造、マーケティング、サービスを行っている。 詳細ASM1 N ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績5/6財務の健全性6/6配当金0/6報酬株価収益率（ 44.1 x）は、 Semiconductor業界平均（ 55.4 x）を下回っています。収益は年間12.6%増加すると予測されています 過去1年間で収益は104.9%増加しました リスク分析株式の流動性は非常に低い 高いレベルの非現金収入 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るASM1 N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$13.96k21.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06b2016201920222025202620282031Revenue €6.5bEarnings €2.0bAdvancedSet Fair ValueView all narrativesASM International NV 競合他社TeradyneSymbol: NasdaqGS:TERMarket cap: US$56.1bDiscoSymbol: TSE:6146Market cap: JP¥7.3tHon. PrecisionSymbol: TWSE:7769Market cap: NT$1.4tQnity ElectronicsSymbol: NYSE:QMarket cap: US$32.9b価格と性能株価の高値、安値、推移の概要ASM International過去の株価現在の株価€13,960.8552週高値€14,580.0552週安値€8,756.88ベータ1.531ヶ月の変化0%3ヶ月変化-2.72%1年変化n/a3年間の変化100.63%5年間の変化124.69%IPOからの変化159.15%最新ニュースお知らせ • May 12+ 1 more updateASM International N.V. Approves a Regular DividendASM International N.V. at its Annual General Meeting held on May 11, 2026 approved a regular dividend of €3.25 per common share.お知らせ • Apr 28Asm International N.V. Announces Resignation of Supervisory Board Member Mr. Martin Van Den Brink, Effective April 27, 2026ASM International N.V. announced that Mr. Martin van den Brink has resigned as a member of ASM’s Supervisory Board with immediate effect. The resignation follows an assessment that Mr. Van den Brink’s other professional activities could, over time, give rise to overlapping interests. To avoid any such situation, or any appearance of it, arising in the future, the decision was taken by mutual understanding and agreement. Mr. Van den Brink was appointed to ASM’s Supervisory Board in May 2024. He played an important role in strengthening the Supervisory Board’s technology oversight, including through the establishment of the Technology Committee, and his deep industry knowledge and experience have been of great value to the company. Effective date: April 27, 2026.Declared Dividend • Mar 26Dividend of €3.25 announcedShareholders will receive a dividend of €3.25. Ex-date: 13th May 2026 Payment date: 21st May 2026 Dividend yield will be 0.02%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.Declared Dividend • Mar 07Dividend of €3.25 announcedShareholders will receive a dividend of €3.25. Ex-date: 13th May 2026 Payment date: 21st May 2026 Dividend yield will be 0.02%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.Reported Earnings • Mar 05Full year 2025 earnings released: EPS: €14.77 (vs €13.95 in FY 2024)Full year 2025 results: EPS: €14.77 (up from €13.95 in FY 2024). Revenue: €3.17b (up 8.2% from FY 2024). Net income: €723.7m (up 5.5% from FY 2024). Profit margin: 23% (in line with FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 05+ 3 more updatesASM International NV (ENXTAM:ASM) announces an Equity Buyback for €150 million worth of its shares.ASM International NV (ENXTAM:ASM) announces a share repurchase program. Under the program, the company will repurchase up to €150 million worth of it's shares. The repurchases will be funded from company's excess cash. The program will be valid for 2026/2027 period.最新情報をもっと見るRecent updatesお知らせ • May 12+ 1 more updateASM International N.V. Approves a Regular DividendASM International N.V. at its Annual General Meeting held on May 11, 2026 approved a regular dividend of €3.25 per common share.お知らせ • Apr 28Asm International N.V. Announces Resignation of Supervisory Board Member Mr. Martin Van Den Brink, Effective April 27, 2026ASM International N.V. announced that Mr. Martin van den Brink has resigned as a member of ASM’s Supervisory Board with immediate effect. The resignation follows an assessment that Mr. Van den Brink’s other professional activities could, over time, give rise to overlapping interests. To avoid any such situation, or any appearance of it, arising in the future, the decision was taken by mutual understanding and agreement. Mr. Van den Brink was appointed to ASM’s Supervisory Board in May 2024. He played an important role in strengthening the Supervisory Board’s technology oversight, including through the establishment of the Technology Committee, and his deep industry knowledge and experience have been of great value to the company. Effective date: April 27, 2026.Declared Dividend • Mar 26Dividend of €3.25 announcedShareholders will receive a dividend of €3.25. Ex-date: 13th May 2026 Payment date: 21st May 2026 Dividend yield will be 0.02%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.Declared Dividend • Mar 07Dividend of €3.25 announcedShareholders will receive a dividend of €3.25. Ex-date: 13th May 2026 Payment date: 21st May 2026 Dividend yield will be 0.02%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.Reported Earnings • Mar 05Full year 2025 earnings released: EPS: €14.77 (vs €13.95 in FY 2024)Full year 2025 results: EPS: €14.77 (up from €13.95 in FY 2024). Revenue: €3.17b (up 8.2% from FY 2024). Net income: €723.7m (up 5.5% from FY 2024). Profit margin: 23% (in line with FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 05+ 3 more updatesASM International NV (ENXTAM:ASM) announces an Equity Buyback for €150 million worth of its shares.ASM International NV (ENXTAM:ASM) announces a share repurchase program. Under the program, the company will repurchase up to €150 million worth of it's shares. The repurchases will be funded from company's excess cash. The program will be valid for 2026/2027 period.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 39%After last week's 39% share price gain to Mex$14,580, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 27x in the Semiconductor industry globally. Total returns to shareholders of 134% over the past three years.お知らせ • Jan 13+ 2 more updatesASM International NV to Report Q1, 2026 Results on Apr 21, 2026ASM International NV announced that they will report Q1, 2026 results at 6:00 PM, Central European Standard Time on Apr 21, 2026お知らせ • Dec 10ASM International Nv Announces Retirement of Pauline Van Der Meer Mohr as Supervisory Board ChairThe Supervisory Board (SB) of ASM International N.V. announced on December 8, 2025 that Supervisory Board Chair Ms. Pauline van der Meer Mohr has expressed her intention to retire as per the Annual General Meeting (AGM) 2027, while allowing for flexibility regarding her exact retirement date depending on the availability of a suitable successor. Ms. Van der Meer Mohr was elected as a member of the Supervisory Board on September 29, 2021, for a period of four years, and appointed Chair of the Supervisory Board per May 16, 2022. She was reappointed for a four-year term in May 2025.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: €7.86 (vs €2.61 in 3Q 2024)Third quarter 2025 results: EPS: €7.86 (up from €2.61 in 3Q 2024). Revenue: €800.0m (up 2.7% from 3Q 2024). Net income: €384.2m (up 200% from 3Q 2024). Profit margin: 48% (up from 16% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 30ASM International NV to Report Q4, 2025 Results on Mar 03, 2026ASM International NV announced that they will report Q4, 2025 results at 6:00 PM, Central European Standard Time on Mar 03, 2026お知らせ • Oct 29ASM International NV Provides Revenue Guidance for the Fourth Quarter of 2025 and Full Year 2025 and 2026ASM International NV provided revenue guidance for the fourth quarter of 2025 and full year 2025 and 2026. For the fourth quarter 2025, the company expects revenue to be in a range of €630 to €660 million. For the full year 2025, the company continue to expect revenue growth at close to 10% at constant currencies. Despite a projected slow start in 2026, the company expects ASM revenue to grow in 2026.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$11,029, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 28x in the Semiconductor industry globally. Total returns to shareholders of 132% over the past three years.お知らせ • Sep 23+ 1 more updateASM International NV Lowers Revenue Guidance for the Fourth Quarter and Full Year of 2025ASM International NV lowered revenue guidance for the fourth quarter and full year of 2025. The company anticipates fourth quarter revenue to be below earlier expectations. This is due to lower-than-expected demand in leading-edge logic/foundry, with a mixed picture per customer, as well as lower demand in the power/wafer/analog markets. For this reason, revenue in the second half of 2025 is expected to be 5%-10% lower compared to the first half of 2025 at constant currencies. The updated guidance for H2 2025 implies that revenue growth (at constant currencies) for the full year 2025 will be at the lower end of the previously guided range of 10%-20%.Valuation Update With 7 Day Price Move • Sep 03Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to Mex$8,757, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Semiconductor industry globally. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,174 per share.Declared Dividend • Mar 24Dividend of €3.00 announcedShareholders will receive a dividend of €3.00. Ex-date: 14th May 2025 Payment date: 21st May 2025 Dividend yield will be 0.03%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 28%.お知らせ • Feb 26+ 3 more updatesASM International NV, Annual General Meeting, May 12, 2025ASM International NV, Annual General Meeting, May 12, 2025.お知らせ • Jan 09+ 3 more updatesASM International NV to Report Q1, 2025 Results on Apr 29, 2025ASM International NV announced that they will report Q1, 2025 results at 6:00 PM, Central European Standard Time on Apr 29, 2025お知らせ • Dec 04ASM International NV Reiterates Sales Guidance for the Fourth Quarter 2024, Second Half 2024 and Year 2025ASM International NV reiterated sales guidance for the fourth quarter 2024, second half 2024 and year 2025. For the year 2025, the company announced that On December 2, 2024, the U.S. government announced updated export regulations, including new restrictions on exports of semiconductor equipment applications to China. These regulations are largely in line with the company's previous assumptions. The company reiterate target for total ASM revenue of €3.2 billion - €3.6 billion in 2025, as communicated on October 29, 2024. For the fourth quarter, the company guidance is also unchanged for ASM total sales of €770 million - €810 million in fourth quarter 2024. For the second half 2024, the company sales in the second half of 2024 to increase by slightly more than 15% compared to the first half, in line with the company's third quarter earnings announcement on October 29, 2024.お知らせ • Oct 30ASM International NV Provides Revenue Guidance for the Fourth Quarter of 2024ASM International NV provided revenue guidance for the fourth quarter of 2024. For the year, the company projects revenue of €770 million to €810 million.お知らせ • Oct 01ASM International N.V. Launches PE2O8 Silicon Carbide Epitaxy SystemASM International N.V. introduced the PE2O8 silicon carbide epitaxy system, a new, dual chamber, platform for silicon carbide (SiC) epitaxy (Epi). Designed to address the needs of the advanced SiC power device segment, the PE2O8 is the benchmark epitaxy system for low defectivity, high process uniformity, all with higher throughput and low cost of ownership needed to enable broader adoption of SiC devices. Utilizing a unique design, the dual chamber PE2O8 system deposits SiC with ultra precise control, enabling benchmark higher yield and higher throughput. The highly compact, dual chamber design enables high productivity and low total costs of operation. Additionally, the system features an easy preventive maintenance approach helping to increase uptime and reduce the occurrence of unscheduled downtime. System deliveries have been ongoing to multiple customers globally, among them leaders in SiC power device manufacturing.お知らせ • Jul 24ASM International NV Provides Revenue Guidance for the Third Quarter and Second Half of 2024ASM International NV provided revenue guidance for the third quarter and second half of 2024. The company expected revenue in the third quarter of 2024, at constant currencies, to be in a range of €740-780 million. The company projected revenue in the second half to increase around 15% compared to the level in the first half resulting in another growth year for ASM. The company continue to expect sales from China to drop in the second half compared to the exceptional level in the first half. This will however be more than offset by an expected strong increase in the second half in logic/foundry sales, mostly driven by rising GAA-related sales and an increase in memory sales, in particular for HBM DRAM.お知らせ • May 23ASM International NV to Report Q3, 2024 Results on Oct 29, 2024ASM International NV announced that they will report Q3, 2024 results on Oct 29, 2024お知らせ • May 15+ 2 more updatesASM International NV Announces Board ChangesASM International NV announced that at the AGM held on May 13, 2024, approved appointment of Ms. Micki as members of the Supervisory Board. Furthermore, the Supervisory Board appointed Hichem M’Saad as Chairman of the Management Board, succeeding Benjamin Loh.Upcoming Dividend • May 08Upcoming dividend of €2.75 per shareEligible shareholders must have bought the stock before 15 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (6.6%). Lower than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$10,966, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 22x in the Semiconductor industry globally. Total returns to shareholders of 83% over the past three years.Recent Insider Transactions • Apr 28President of the Management Board recently bought Mex$36m worth of stockOn the 22nd of April, Gek Lim Loh bought around 4k shares on-market at roughly Mex$9,483 per share. This transaction amounted to 72% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Gek Lim's only on-market trade for the last 12 months.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: €3.52 (vs €7.71 in 1Q 2023)First quarter 2024 results: EPS: €3.52 (down from €7.71 in 1Q 2023). Revenue: €639.0m (down 10.0% from 1Q 2023). Net income: €173.1m (down 55% from 1Q 2023). Profit margin: 27% (down from 54% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 24+ 1 more updateASM International NV Proposes Regular Dividend PaymentASM International NV proposed a regular dividend of €2.75 per common share at its AGM to be held on May 13, 2024.Declared Dividend • Apr 12Dividend of €2.75 announcedShareholders will receive a dividend of €2.75. Ex-date: 15th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.03%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 32%.お知らせ • Feb 29+ 2 more updatesASM International NV to Report Q2, 2024 Results on Jul 23, 2024ASM International NV announced that they will report Q2, 2024 results at 6:00 PM, Central European Standard Time on Jul 23, 2024お知らせ • Feb 12ASM International NV Announces CEO Changes, Effective May 13, 2024ASM International N.V. announced that CEO Benjamin Loh will retire and step down as per the AGM on May 13, 2024. He will be succeeded by Hichem M’Saad, currently member of the Management Board and CTO.Benjamin Loh has informed the Supervisory Board of his wish to retire and his decision to step down as CEO as per the Annual General Meeting (AGM) of 2024. Benjamin has agreed to stay on as an advisor for a period of three months after his retirement to ensure a smooth transition. Benjamin joined ASM as CEO in 2020. Under his leadership, ASM’s growth-through-innovation strategy was launched, revenue more than doubled, significantly outperforming the wafer fab equipment market, and the company’s market capitalization tripled to more than €20 billion. He stepped up investments in the expansion of manufacturing and R&D infrastructure. Other highlights during Benjamin’s tenure include the two successful acquisitions in 2022, which further accelerated ASM’s growth. The Supervisory Board has decided to appoint Hichem M’Saad as ASM’s new CEO and Chairman of the Management Board as per the AGM on May 13, 2024. Hichem joined ASM in 2015 as the Senior Vice President and General Manager of the Thermal Products business unit. From 2019, he held the role of Executive Vice President and General Manager of Global Products, including responsibility for developing ASM’s ALD, Epi, VF, and PECVD products. Since 2022, Hichem has been member of the Management Board and Chief Technology Officer. He has been instrumental in several of ASM’s successful innovative products, including the Intrepid ES, Synergis, Previum, A400 DUO, and Sonora. Before joining ASM, he had a 15-year tenure with Applied Materials, including positions as Corporate VP and general manager of the Dielectric Systems and Modules (DSM) and the Chemical Mechanical Polishing (CMP) divisions. He also served as CEO of a start-up in the solar photovoltaic industry for six years.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to Mex$8,610, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 24x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,043 per share.お知らせ • Nov 10ASM International NV to Report Q4, 2023 Results on Feb 27, 2024ASM International NV announced that they will report Q4, 2023 results at 6:00 PM, Central European Standard Time on Feb 27, 2024New Risk • Oct 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. High level of non-cash earnings (24% accrual ratio). Minor Risk Significant insider selling over the past 3 months (Mex$12m sold).お知らせ • Oct 26ASM International NV Provides Revenue Guidance for the Fourth Quarter of 2023ASM International NV provided revenue guidance for the fourth quarter of 2023. For the year, the company projects revenue of €600 to €640 million.Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: €2.63 (vs €3.09 loss in 3Q 2022)Third quarter 2023 results: EPS: €2.63 (up from €3.09 loss in 3Q 2022). Revenue: €622.3m (up 2.1% from 3Q 2022). Net income: €129.6m (up €280.0m from 3Q 2022). Profit margin: 21% (up from net loss in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Semiconductor industry.お知らせ • Sep 26ASM International NV Provides Revenue Guidance for the Third Quarter of 2023, Second Half of 2023, 2025 and 2027ASM International NV provided revenue guidance for the third quarter of 2023, second half of 2023, 2025 and 2027. For the quarter, the company expected sales in a range of €580 million - €620 million. For the second half, the company expected sales are still projected to decrease by 10% or more compared to the first half of 2023, and the company continue to project a single-digit percentage increase in fiscal year 2023 sales including consolidation of LPE.For the 2025, the company's revenue target increased to €3.0 billion - €3.6 billion, up from the previous 2021 Investor Day target of €2.8 billion - €3.4 billion. For the 2027, the company's growth in revenue to €4.0 billion - €5.0 billion by 2027 (2022-2027 CAGR of 11%-16%).Recent Insider Transactions • Aug 11Independent Member of Supervisory Board recently sold Mex$4.0m worth of stockOn the 2nd of August, Marcus Johannes de Jong sold around 500 shares on-market at roughly Mex$7,934 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$8.0m. Despite this recent sale, insiders have collectively bought Mex$55m more than they sold in the last 12 months.Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: €3.06 (vs €3.30 in 2Q 2022)Second quarter 2023 results: EPS: €3.06 (down from €3.30 in 2Q 2022). Revenue: €669.1m (up 20% from 2Q 2022). Net income: €151.2m (down 5.8% from 2Q 2022). Profit margin: 23% (down from 29% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Semiconductor industry.お知らせ • May 17Asm International Nv Approves Regular Dividend for 2022ASM International NV at Annual General Meeting held on May 15, 2023 announced that the shareholders voted in favor of a regular dividend payment of €2.50 per common share.Reported Earnings • Apr 27First quarter 2023 earnings released: EPS: €7.71 (vs €2.93 in 1Q 2022)First quarter 2023 results: EPS: €7.71 (up from €2.93 in 1Q 2022). Revenue: €710.0m (up 37% from 1Q 2022). Net income: €380.4m (up 167% from 1Q 2022). Profit margin: 54% (up from 28% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Semiconductor industry.Recent Insider Transactions • Apr 24CTO & Member of the Management Board recently bought Mex$40m worth of stockOn the 19th of April, Hichem M'Saad bought around 6k shares on-market at roughly Mex$6,740 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$41m more in shares than they have sold in the last 12 months.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: €7.97 (vs €10.17 in FY 2021)Full year 2022 results: EPS: €7.97 (down from €10.17 in FY 2021). Revenue: €2.41b (up 39% from FY 2021). Net income: €389.1m (down 21% from FY 2021). Profit margin: 16% (down from 29% in FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Semiconductor industry.お知らせ • Jan 18ASM International NV Revises Sales Guidance for the Fourth Quarter of 2022ASM International NV revised sales guidance for the fourth quarter of 2022. For the quarter, the company's sales increased to around €720 million mainly due to better-than-expected supply chain conditions and higher conversion of the backlog as a result thereof, exceeding the previous guidance of €630- €660 million.お知らせ • Jan 13+ 1 more updateASM International NV to Report Q3, 2023 Results on Oct 24, 2023ASM International NV announced that they will report Q3, 2023 results on Oct 24, 2023Reported Earnings • Oct 27Third quarter 2022 earnings released: €3.09 loss per share (vs €2.65 profit in 3Q 2021)Third quarter 2022 results: €3.09 loss per share (down from €2.65 profit in 3Q 2021). Revenue: €609.8m (up 41% from 3Q 2021). Net loss: €150.5m (down 217% from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Semiconductor industry.お知らせ • Oct 06ASM International NV to Report Q4, 2022 Results on Feb 28, 2023ASM International NV announced that they will report Q4, 2022 results on Feb 28, 2023Buying Opportunity • Sep 15Now 22% undervaluedOver the last 90 days, the stock is up 8.0%. The fair value is estimated to be Mex$6,952, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.Buying Opportunity • Aug 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be Mex$7,018, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 23% share price gain to Mex$5,842, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Semiconductor industry globally. Total loss to shareholders of 8.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$7,403 per share.Recent Insider Transactions • Jul 26CFO & Member of Management Board recently bought Mex$1.5m worth of stockOn the 22nd of July, Paulus Antonius Henricus Verhagen bought around 250 shares on-market at roughly Mex$5,861 per share. This was the largest purchase by an insider in the last 3 months. This was Paulus Antonius Henricus' only on-market trade for the last 12 months.Reported Earnings • Jul 21Second quarter 2022 earnings released: EPS: €3.30 (vs €2.23 in 2Q 2021)Second quarter 2022 results: EPS: €3.30 (up from €2.23 in 2Q 2021). Revenue: €559.5m (up 36% from 2Q 2021). Net income: €160.4m (up 48% from 2Q 2021). Profit margin: 29% (up from 26% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 23% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$5,022, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry globally. Total loss to shareholders of 24% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,398 per share.Buying Opportunity • Jun 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be Mex$6,398, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.Upcoming Dividend • May 11Upcoming dividend of €2.50 per shareEligible shareholders must have bought the stock before 18 May 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (1.6%).Reported Earnings • Apr 21First quarter 2022 earnings released: EPS: €2.93 (vs €2.52 in 1Q 2021)First quarter 2022 results: EPS: €2.93 (up from €2.52 in 1Q 2021). Revenue: €516.9m (up 31% from 1Q 2021). Net income: €142.5m (up 16% from 1Q 2021). Profit margin: 28% (down from 31% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 20%, compared to a 25% growth forecast for the industry in Mexico.Buying Opportunity • Apr 08Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be Mex$8,344, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.Buying Opportunity • Feb 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 43%. The fair value is estimated to be €7,288, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% per annum over the last 3 years. Earnings per share has grown by 28% per annum over the last 3 years.Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €10.17 (up from €5.84 in FY 2020). Revenue: €1.73b (up 30% from FY 2020). Net income: €494.7m (up 73% from FY 2020). Profit margin: 29% (up from 22% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 25%, compared to a 26% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$7,294, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Semiconductor industry globally. Total returns to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,449 per share.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 21% share price gain to Mex$10,009, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 23x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,393 per share.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS €2.65 (vs €1.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €432.9m (up 38% from 3Q 2020). Net income: €128.9m (up 122% from 3Q 2020). Profit margin: 30% (up from 19% in 3Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to Mex$8,752, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 23x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$10,038 per share.Reported Earnings • Sep 02Second quarter 2021 earnings released: EPS €2.23 (vs €1.51 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €411.7m (up 20% from 2Q 2020). Net income: €108.4m (up 46% from 2Q 2020). Profit margin: 26% (up from 22% in 2Q 2020). The increase in margin was driven by higher revenue.Executive Departure • May 20Independent Chairman of the Supervisory Board Jan Lobbezoo has left the companyOn the 17th of May, Jan Lobbezoo's tenure as Independent Chairman of the Supervisory Board ended after 12.0 years in the role. We don't have any record of a personal shareholding under Jan's name. A total of 2 executives have left over the last 12 months.Reported Earnings • Apr 26First quarter 2021 earnings released: EPS €2.52 (vs €1.52 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €394.0m (up 21% from 1Q 2020). Net income: €122.5m (up 65% from 1Q 2020). Profit margin: 31% (up from 23% in 1Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Mar 02Full year 2020 earnings released: EPS €5.84 (vs €6.66 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €1.33b (up 3.4% from FY 2019). Net income: €285.4m (down 13% from FY 2019). Profit margin: 22% (down from 26% in FY 2019). The decrease in margin was driven by higher expenses.Analyst Estimate Surprise Post Earnings • Mar 02Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 14%, compared to a 21% growth forecast for the Semiconductor industry in Mexico.株主還元ASM1 NMX SemiconductorMX 市場7D0%0%0%1Yn/a0%0%株主還元を見る業界別リターン: ASM1 NがMX Semiconductor業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: ASM1 N MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is ASM1 N's price volatile compared to industry and market?ASM1 N volatilityASM1 N Average Weekly Movementn/aSemiconductor Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: ASM1 Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のASM1 Nのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19684,504Hichem M'Saadwww.asm.comASMインターナショナルNVは、その子会社とともに、欧州、米国、アジアで半導体デバイスの製造に使用される装置や材料の研究、開発、製造、マーケティング、サービスを行っている。同社の製品には、原子層堆積（ALD）、エピタキシー、炭化ケイ素、プラズマエンハンスト化学気相成長（PECVD）、低圧化学気相成長（LPCVD）、拡散、酸化製品を含む垂直炉システムなどのウェハープロセス成膜装置があり、スペアパーツやサポートサービスも提供している。また、シリコンウェーハに半導体デバイスを積層する製造工程を含むウェーハプロセスで使用される装置の製造・販売も行っている。同社は半導体メーカーに製品を提供している。以前はアドバンスト・セミコンダクター・マテリアルズ・インターナショナルNVとして知られていた。ASMインターナショナルNVは1968年に設立され、オランダのアルメアに本社を置いている。もっと見るASM International NV 基礎のまとめASM International の収益と売上を時価総額と比較するとどうか。ASM1 N 基礎統計学時価総額Mex$878.80b収益（TTM）Mex$19.94b売上高(TTM)Mex$64.30b44.1xPER（株価収益率13.7xP/SレシオASM1 N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ASM1 N 損益計算書（TTM）収益€3.20b売上原価€1.54b売上総利益€1.66bその他の費用€664.50m収益€991.10m直近の収益報告Mar 31, 2026次回決算日Jul 28, 2026一株当たり利益（EPS）20.27グロス・マージン51.79%純利益率31.01%有利子負債／自己資本比率0%ASM1 N の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.4%現在の配当利回り16%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 21:33終値2026/03/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ASM International NV 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35 アナリスト機関James FontanelliArete Research Services LLPSimon Alexander ColesBarclaysKeagan Bryce-BorthwickBarclays32 その他のアナリストを表示
お知らせ • May 12+ 1 more updateASM International N.V. Approves a Regular DividendASM International N.V. at its Annual General Meeting held on May 11, 2026 approved a regular dividend of €3.25 per common share.
お知らせ • Apr 28Asm International N.V. Announces Resignation of Supervisory Board Member Mr. Martin Van Den Brink, Effective April 27, 2026ASM International N.V. announced that Mr. Martin van den Brink has resigned as a member of ASM’s Supervisory Board with immediate effect. The resignation follows an assessment that Mr. Van den Brink’s other professional activities could, over time, give rise to overlapping interests. To avoid any such situation, or any appearance of it, arising in the future, the decision was taken by mutual understanding and agreement. Mr. Van den Brink was appointed to ASM’s Supervisory Board in May 2024. He played an important role in strengthening the Supervisory Board’s technology oversight, including through the establishment of the Technology Committee, and his deep industry knowledge and experience have been of great value to the company. Effective date: April 27, 2026.
Declared Dividend • Mar 26Dividend of €3.25 announcedShareholders will receive a dividend of €3.25. Ex-date: 13th May 2026 Payment date: 21st May 2026 Dividend yield will be 0.02%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.
Declared Dividend • Mar 07Dividend of €3.25 announcedShareholders will receive a dividend of €3.25. Ex-date: 13th May 2026 Payment date: 21st May 2026 Dividend yield will be 0.02%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.
Reported Earnings • Mar 05Full year 2025 earnings released: EPS: €14.77 (vs €13.95 in FY 2024)Full year 2025 results: EPS: €14.77 (up from €13.95 in FY 2024). Revenue: €3.17b (up 8.2% from FY 2024). Net income: €723.7m (up 5.5% from FY 2024). Profit margin: 23% (in line with FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 05+ 3 more updatesASM International NV (ENXTAM:ASM) announces an Equity Buyback for €150 million worth of its shares.ASM International NV (ENXTAM:ASM) announces a share repurchase program. Under the program, the company will repurchase up to €150 million worth of it's shares. The repurchases will be funded from company's excess cash. The program will be valid for 2026/2027 period.
お知らせ • May 12+ 1 more updateASM International N.V. Approves a Regular DividendASM International N.V. at its Annual General Meeting held on May 11, 2026 approved a regular dividend of €3.25 per common share.
お知らせ • Apr 28Asm International N.V. Announces Resignation of Supervisory Board Member Mr. Martin Van Den Brink, Effective April 27, 2026ASM International N.V. announced that Mr. Martin van den Brink has resigned as a member of ASM’s Supervisory Board with immediate effect. The resignation follows an assessment that Mr. Van den Brink’s other professional activities could, over time, give rise to overlapping interests. To avoid any such situation, or any appearance of it, arising in the future, the decision was taken by mutual understanding and agreement. Mr. Van den Brink was appointed to ASM’s Supervisory Board in May 2024. He played an important role in strengthening the Supervisory Board’s technology oversight, including through the establishment of the Technology Committee, and his deep industry knowledge and experience have been of great value to the company. Effective date: April 27, 2026.
Declared Dividend • Mar 26Dividend of €3.25 announcedShareholders will receive a dividend of €3.25. Ex-date: 13th May 2026 Payment date: 21st May 2026 Dividend yield will be 0.02%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.
Declared Dividend • Mar 07Dividend of €3.25 announcedShareholders will receive a dividend of €3.25. Ex-date: 13th May 2026 Payment date: 21st May 2026 Dividend yield will be 0.02%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.
Reported Earnings • Mar 05Full year 2025 earnings released: EPS: €14.77 (vs €13.95 in FY 2024)Full year 2025 results: EPS: €14.77 (up from €13.95 in FY 2024). Revenue: €3.17b (up 8.2% from FY 2024). Net income: €723.7m (up 5.5% from FY 2024). Profit margin: 23% (in line with FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 05+ 3 more updatesASM International NV (ENXTAM:ASM) announces an Equity Buyback for €150 million worth of its shares.ASM International NV (ENXTAM:ASM) announces a share repurchase program. Under the program, the company will repurchase up to €150 million worth of it's shares. The repurchases will be funded from company's excess cash. The program will be valid for 2026/2027 period.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 39%After last week's 39% share price gain to Mex$14,580, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 27x in the Semiconductor industry globally. Total returns to shareholders of 134% over the past three years.
お知らせ • Jan 13+ 2 more updatesASM International NV to Report Q1, 2026 Results on Apr 21, 2026ASM International NV announced that they will report Q1, 2026 results at 6:00 PM, Central European Standard Time on Apr 21, 2026
お知らせ • Dec 10ASM International Nv Announces Retirement of Pauline Van Der Meer Mohr as Supervisory Board ChairThe Supervisory Board (SB) of ASM International N.V. announced on December 8, 2025 that Supervisory Board Chair Ms. Pauline van der Meer Mohr has expressed her intention to retire as per the Annual General Meeting (AGM) 2027, while allowing for flexibility regarding her exact retirement date depending on the availability of a suitable successor. Ms. Van der Meer Mohr was elected as a member of the Supervisory Board on September 29, 2021, for a period of four years, and appointed Chair of the Supervisory Board per May 16, 2022. She was reappointed for a four-year term in May 2025.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: €7.86 (vs €2.61 in 3Q 2024)Third quarter 2025 results: EPS: €7.86 (up from €2.61 in 3Q 2024). Revenue: €800.0m (up 2.7% from 3Q 2024). Net income: €384.2m (up 200% from 3Q 2024). Profit margin: 48% (up from 16% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 30ASM International NV to Report Q4, 2025 Results on Mar 03, 2026ASM International NV announced that they will report Q4, 2025 results at 6:00 PM, Central European Standard Time on Mar 03, 2026
お知らせ • Oct 29ASM International NV Provides Revenue Guidance for the Fourth Quarter of 2025 and Full Year 2025 and 2026ASM International NV provided revenue guidance for the fourth quarter of 2025 and full year 2025 and 2026. For the fourth quarter 2025, the company expects revenue to be in a range of €630 to €660 million. For the full year 2025, the company continue to expect revenue growth at close to 10% at constant currencies. Despite a projected slow start in 2026, the company expects ASM revenue to grow in 2026.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$11,029, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 28x in the Semiconductor industry globally. Total returns to shareholders of 132% over the past three years.
お知らせ • Sep 23+ 1 more updateASM International NV Lowers Revenue Guidance for the Fourth Quarter and Full Year of 2025ASM International NV lowered revenue guidance for the fourth quarter and full year of 2025. The company anticipates fourth quarter revenue to be below earlier expectations. This is due to lower-than-expected demand in leading-edge logic/foundry, with a mixed picture per customer, as well as lower demand in the power/wafer/analog markets. For this reason, revenue in the second half of 2025 is expected to be 5%-10% lower compared to the first half of 2025 at constant currencies. The updated guidance for H2 2025 implies that revenue growth (at constant currencies) for the full year 2025 will be at the lower end of the previously guided range of 10%-20%.
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to Mex$8,757, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Semiconductor industry globally. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,174 per share.
Declared Dividend • Mar 24Dividend of €3.00 announcedShareholders will receive a dividend of €3.00. Ex-date: 14th May 2025 Payment date: 21st May 2025 Dividend yield will be 0.03%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 28%.
お知らせ • Feb 26+ 3 more updatesASM International NV, Annual General Meeting, May 12, 2025ASM International NV, Annual General Meeting, May 12, 2025.
お知らせ • Jan 09+ 3 more updatesASM International NV to Report Q1, 2025 Results on Apr 29, 2025ASM International NV announced that they will report Q1, 2025 results at 6:00 PM, Central European Standard Time on Apr 29, 2025
お知らせ • Dec 04ASM International NV Reiterates Sales Guidance for the Fourth Quarter 2024, Second Half 2024 and Year 2025ASM International NV reiterated sales guidance for the fourth quarter 2024, second half 2024 and year 2025. For the year 2025, the company announced that On December 2, 2024, the U.S. government announced updated export regulations, including new restrictions on exports of semiconductor equipment applications to China. These regulations are largely in line with the company's previous assumptions. The company reiterate target for total ASM revenue of €3.2 billion - €3.6 billion in 2025, as communicated on October 29, 2024. For the fourth quarter, the company guidance is also unchanged for ASM total sales of €770 million - €810 million in fourth quarter 2024. For the second half 2024, the company sales in the second half of 2024 to increase by slightly more than 15% compared to the first half, in line with the company's third quarter earnings announcement on October 29, 2024.
お知らせ • Oct 30ASM International NV Provides Revenue Guidance for the Fourth Quarter of 2024ASM International NV provided revenue guidance for the fourth quarter of 2024. For the year, the company projects revenue of €770 million to €810 million.
お知らせ • Oct 01ASM International N.V. Launches PE2O8 Silicon Carbide Epitaxy SystemASM International N.V. introduced the PE2O8 silicon carbide epitaxy system, a new, dual chamber, platform for silicon carbide (SiC) epitaxy (Epi). Designed to address the needs of the advanced SiC power device segment, the PE2O8 is the benchmark epitaxy system for low defectivity, high process uniformity, all with higher throughput and low cost of ownership needed to enable broader adoption of SiC devices. Utilizing a unique design, the dual chamber PE2O8 system deposits SiC with ultra precise control, enabling benchmark higher yield and higher throughput. The highly compact, dual chamber design enables high productivity and low total costs of operation. Additionally, the system features an easy preventive maintenance approach helping to increase uptime and reduce the occurrence of unscheduled downtime. System deliveries have been ongoing to multiple customers globally, among them leaders in SiC power device manufacturing.
お知らせ • Jul 24ASM International NV Provides Revenue Guidance for the Third Quarter and Second Half of 2024ASM International NV provided revenue guidance for the third quarter and second half of 2024. The company expected revenue in the third quarter of 2024, at constant currencies, to be in a range of €740-780 million. The company projected revenue in the second half to increase around 15% compared to the level in the first half resulting in another growth year for ASM. The company continue to expect sales from China to drop in the second half compared to the exceptional level in the first half. This will however be more than offset by an expected strong increase in the second half in logic/foundry sales, mostly driven by rising GAA-related sales and an increase in memory sales, in particular for HBM DRAM.
お知らせ • May 23ASM International NV to Report Q3, 2024 Results on Oct 29, 2024ASM International NV announced that they will report Q3, 2024 results on Oct 29, 2024
お知らせ • May 15+ 2 more updatesASM International NV Announces Board ChangesASM International NV announced that at the AGM held on May 13, 2024, approved appointment of Ms. Micki as members of the Supervisory Board. Furthermore, the Supervisory Board appointed Hichem M’Saad as Chairman of the Management Board, succeeding Benjamin Loh.
Upcoming Dividend • May 08Upcoming dividend of €2.75 per shareEligible shareholders must have bought the stock before 15 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Mexican dividend payers (6.6%). Lower than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$10,966, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 22x in the Semiconductor industry globally. Total returns to shareholders of 83% over the past three years.
Recent Insider Transactions • Apr 28President of the Management Board recently bought Mex$36m worth of stockOn the 22nd of April, Gek Lim Loh bought around 4k shares on-market at roughly Mex$9,483 per share. This transaction amounted to 72% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Gek Lim's only on-market trade for the last 12 months.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: €3.52 (vs €7.71 in 1Q 2023)First quarter 2024 results: EPS: €3.52 (down from €7.71 in 1Q 2023). Revenue: €639.0m (down 10.0% from 1Q 2023). Net income: €173.1m (down 55% from 1Q 2023). Profit margin: 27% (down from 54% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 24+ 1 more updateASM International NV Proposes Regular Dividend PaymentASM International NV proposed a regular dividend of €2.75 per common share at its AGM to be held on May 13, 2024.
Declared Dividend • Apr 12Dividend of €2.75 announcedShareholders will receive a dividend of €2.75. Ex-date: 15th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.03%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 32%.
お知らせ • Feb 29+ 2 more updatesASM International NV to Report Q2, 2024 Results on Jul 23, 2024ASM International NV announced that they will report Q2, 2024 results at 6:00 PM, Central European Standard Time on Jul 23, 2024
お知らせ • Feb 12ASM International NV Announces CEO Changes, Effective May 13, 2024ASM International N.V. announced that CEO Benjamin Loh will retire and step down as per the AGM on May 13, 2024. He will be succeeded by Hichem M’Saad, currently member of the Management Board and CTO.Benjamin Loh has informed the Supervisory Board of his wish to retire and his decision to step down as CEO as per the Annual General Meeting (AGM) of 2024. Benjamin has agreed to stay on as an advisor for a period of three months after his retirement to ensure a smooth transition. Benjamin joined ASM as CEO in 2020. Under his leadership, ASM’s growth-through-innovation strategy was launched, revenue more than doubled, significantly outperforming the wafer fab equipment market, and the company’s market capitalization tripled to more than €20 billion. He stepped up investments in the expansion of manufacturing and R&D infrastructure. Other highlights during Benjamin’s tenure include the two successful acquisitions in 2022, which further accelerated ASM’s growth. The Supervisory Board has decided to appoint Hichem M’Saad as ASM’s new CEO and Chairman of the Management Board as per the AGM on May 13, 2024. Hichem joined ASM in 2015 as the Senior Vice President and General Manager of the Thermal Products business unit. From 2019, he held the role of Executive Vice President and General Manager of Global Products, including responsibility for developing ASM’s ALD, Epi, VF, and PECVD products. Since 2022, Hichem has been member of the Management Board and Chief Technology Officer. He has been instrumental in several of ASM’s successful innovative products, including the Intrepid ES, Synergis, Previum, A400 DUO, and Sonora. Before joining ASM, he had a 15-year tenure with Applied Materials, including positions as Corporate VP and general manager of the Dielectric Systems and Modules (DSM) and the Chemical Mechanical Polishing (CMP) divisions. He also served as CEO of a start-up in the solar photovoltaic industry for six years.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to Mex$8,610, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 24x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,043 per share.
お知らせ • Nov 10ASM International NV to Report Q4, 2023 Results on Feb 27, 2024ASM International NV announced that they will report Q4, 2023 results at 6:00 PM, Central European Standard Time on Feb 27, 2024
New Risk • Oct 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. High level of non-cash earnings (24% accrual ratio). Minor Risk Significant insider selling over the past 3 months (Mex$12m sold).
お知らせ • Oct 26ASM International NV Provides Revenue Guidance for the Fourth Quarter of 2023ASM International NV provided revenue guidance for the fourth quarter of 2023. For the year, the company projects revenue of €600 to €640 million.
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: €2.63 (vs €3.09 loss in 3Q 2022)Third quarter 2023 results: EPS: €2.63 (up from €3.09 loss in 3Q 2022). Revenue: €622.3m (up 2.1% from 3Q 2022). Net income: €129.6m (up €280.0m from 3Q 2022). Profit margin: 21% (up from net loss in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Semiconductor industry.
お知らせ • Sep 26ASM International NV Provides Revenue Guidance for the Third Quarter of 2023, Second Half of 2023, 2025 and 2027ASM International NV provided revenue guidance for the third quarter of 2023, second half of 2023, 2025 and 2027. For the quarter, the company expected sales in a range of €580 million - €620 million. For the second half, the company expected sales are still projected to decrease by 10% or more compared to the first half of 2023, and the company continue to project a single-digit percentage increase in fiscal year 2023 sales including consolidation of LPE.For the 2025, the company's revenue target increased to €3.0 billion - €3.6 billion, up from the previous 2021 Investor Day target of €2.8 billion - €3.4 billion. For the 2027, the company's growth in revenue to €4.0 billion - €5.0 billion by 2027 (2022-2027 CAGR of 11%-16%).
Recent Insider Transactions • Aug 11Independent Member of Supervisory Board recently sold Mex$4.0m worth of stockOn the 2nd of August, Marcus Johannes de Jong sold around 500 shares on-market at roughly Mex$7,934 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$8.0m. Despite this recent sale, insiders have collectively bought Mex$55m more than they sold in the last 12 months.
Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: €3.06 (vs €3.30 in 2Q 2022)Second quarter 2023 results: EPS: €3.06 (down from €3.30 in 2Q 2022). Revenue: €669.1m (up 20% from 2Q 2022). Net income: €151.2m (down 5.8% from 2Q 2022). Profit margin: 23% (down from 29% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Semiconductor industry.
お知らせ • May 17Asm International Nv Approves Regular Dividend for 2022ASM International NV at Annual General Meeting held on May 15, 2023 announced that the shareholders voted in favor of a regular dividend payment of €2.50 per common share.
Reported Earnings • Apr 27First quarter 2023 earnings released: EPS: €7.71 (vs €2.93 in 1Q 2022)First quarter 2023 results: EPS: €7.71 (up from €2.93 in 1Q 2022). Revenue: €710.0m (up 37% from 1Q 2022). Net income: €380.4m (up 167% from 1Q 2022). Profit margin: 54% (up from 28% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Semiconductor industry.
Recent Insider Transactions • Apr 24CTO & Member of the Management Board recently bought Mex$40m worth of stockOn the 19th of April, Hichem M'Saad bought around 6k shares on-market at roughly Mex$6,740 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$41m more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: €7.97 (vs €10.17 in FY 2021)Full year 2022 results: EPS: €7.97 (down from €10.17 in FY 2021). Revenue: €2.41b (up 39% from FY 2021). Net income: €389.1m (down 21% from FY 2021). Profit margin: 16% (down from 29% in FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Semiconductor industry.
お知らせ • Jan 18ASM International NV Revises Sales Guidance for the Fourth Quarter of 2022ASM International NV revised sales guidance for the fourth quarter of 2022. For the quarter, the company's sales increased to around €720 million mainly due to better-than-expected supply chain conditions and higher conversion of the backlog as a result thereof, exceeding the previous guidance of €630- €660 million.
お知らせ • Jan 13+ 1 more updateASM International NV to Report Q3, 2023 Results on Oct 24, 2023ASM International NV announced that they will report Q3, 2023 results on Oct 24, 2023
Reported Earnings • Oct 27Third quarter 2022 earnings released: €3.09 loss per share (vs €2.65 profit in 3Q 2021)Third quarter 2022 results: €3.09 loss per share (down from €2.65 profit in 3Q 2021). Revenue: €609.8m (up 41% from 3Q 2021). Net loss: €150.5m (down 217% from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Semiconductor industry.
お知らせ • Oct 06ASM International NV to Report Q4, 2022 Results on Feb 28, 2023ASM International NV announced that they will report Q4, 2022 results on Feb 28, 2023
Buying Opportunity • Sep 15Now 22% undervaluedOver the last 90 days, the stock is up 8.0%. The fair value is estimated to be Mex$6,952, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
Buying Opportunity • Aug 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be Mex$7,018, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 23% share price gain to Mex$5,842, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Semiconductor industry globally. Total loss to shareholders of 8.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$7,403 per share.
Recent Insider Transactions • Jul 26CFO & Member of Management Board recently bought Mex$1.5m worth of stockOn the 22nd of July, Paulus Antonius Henricus Verhagen bought around 250 shares on-market at roughly Mex$5,861 per share. This was the largest purchase by an insider in the last 3 months. This was Paulus Antonius Henricus' only on-market trade for the last 12 months.
Reported Earnings • Jul 21Second quarter 2022 earnings released: EPS: €3.30 (vs €2.23 in 2Q 2021)Second quarter 2022 results: EPS: €3.30 (up from €2.23 in 2Q 2021). Revenue: €559.5m (up 36% from 2Q 2021). Net income: €160.4m (up 48% from 2Q 2021). Profit margin: 29% (up from 26% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 23% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$5,022, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry globally. Total loss to shareholders of 24% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,398 per share.
Buying Opportunity • Jun 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be Mex$6,398, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
Upcoming Dividend • May 11Upcoming dividend of €2.50 per shareEligible shareholders must have bought the stock before 18 May 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (1.6%).
Reported Earnings • Apr 21First quarter 2022 earnings released: EPS: €2.93 (vs €2.52 in 1Q 2021)First quarter 2022 results: EPS: €2.93 (up from €2.52 in 1Q 2021). Revenue: €516.9m (up 31% from 1Q 2021). Net income: €142.5m (up 16% from 1Q 2021). Profit margin: 28% (down from 31% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 20%, compared to a 25% growth forecast for the industry in Mexico.
Buying Opportunity • Apr 08Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be Mex$8,344, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
Buying Opportunity • Feb 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 43%. The fair value is estimated to be €7,288, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% per annum over the last 3 years. Earnings per share has grown by 28% per annum over the last 3 years.
Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €10.17 (up from €5.84 in FY 2020). Revenue: €1.73b (up 30% from FY 2020). Net income: €494.7m (up 73% from FY 2020). Profit margin: 29% (up from 22% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 25%, compared to a 26% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$7,294, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Semiconductor industry globally. Total returns to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,449 per share.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improved over the past weekAfter last week's 21% share price gain to Mex$10,009, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 23x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,393 per share.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS €2.65 (vs €1.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €432.9m (up 38% from 3Q 2020). Net income: €128.9m (up 122% from 3Q 2020). Profit margin: 30% (up from 19% in 3Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to Mex$8,752, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 23x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$10,038 per share.
Reported Earnings • Sep 02Second quarter 2021 earnings released: EPS €2.23 (vs €1.51 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €411.7m (up 20% from 2Q 2020). Net income: €108.4m (up 46% from 2Q 2020). Profit margin: 26% (up from 22% in 2Q 2020). The increase in margin was driven by higher revenue.
Executive Departure • May 20Independent Chairman of the Supervisory Board Jan Lobbezoo has left the companyOn the 17th of May, Jan Lobbezoo's tenure as Independent Chairman of the Supervisory Board ended after 12.0 years in the role. We don't have any record of a personal shareholding under Jan's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Apr 26First quarter 2021 earnings released: EPS €2.52 (vs €1.52 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €394.0m (up 21% from 1Q 2020). Net income: €122.5m (up 65% from 1Q 2020). Profit margin: 31% (up from 23% in 1Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Mar 02Full year 2020 earnings released: EPS €5.84 (vs €6.66 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €1.33b (up 3.4% from FY 2019). Net income: €285.4m (down 13% from FY 2019). Profit margin: 22% (down from 26% in FY 2019). The decrease in margin was driven by higher expenses.
Analyst Estimate Surprise Post Earnings • Mar 02Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 14%, compared to a 21% growth forecast for the Semiconductor industry in Mexico.
