Dicall69 schreef op 5 maart 2015 01:19:
[...]
Het zijn de beste resultaten ooit, daarbij hebben de analisten in de afgelopen dagen al aangegeven dat uitbreken boven de € 43,-/ € 44,- de sky is de limit betekent, vooral bij ASMI ten opzichte van ASMI en Besi.
Ik ga morgen voor een koers in de loop van de dag van ruim boven de € 47,-, omdat s'middags de impuls uit de US de koers extra accelereert naar een nog hogere koers, doordat de koers geen enkele weerstand meer nadert !!!
COMMENT
Commenting on the results, Chuck del Prado, President and Chief Executive Officer of ASM International said: "2014 was a strong year for ASM. We realized, excluding ASMPT, the highest sales level ever with a stable gross margin during the year of approximately 43%. (PE)ALD demand was strong and we extended our customer base. This creates a solid base and has led to the decision to propose in the coming AGM an increase of our dividend with 20% to €0.60 per share. Q4 showed relatively stable sales as compared to Q3, while our order intake at €154 million was slightly above the range as indicated. This established a strong backlog of €176 million at the beginning of 2015."
OUTLOOK
For Q1 we expect sales between €150 and €160 million. For Q2 we expect a double digit sales increase as compared to Q1. For the second half of 2015 the current visibility is limited. The Q1 order intake is expected to be in the range of €145-165 million.