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Sterke cijfers, maar alweer niet goed genoeg om te schitteren blijkbaar...aan 9 gekocht en na 1,5jr toch 1 grote ontgoocheling.
Marbella schreef op 27 april 2023 11:21 :
Sterke cijfers, maar alweer niet goed genoeg om te schitteren blijkbaar...aan 9 gekocht en na 1,5jr toch 1 grote ontgoocheling.
Je hebt ze dan wel op een top gekocht. Maar daarna zijn ze wel nog veel dieper gezakt dan het dieptepunt vandaag. Rond de 9 is trouwens mijn afbouwzone. Dan koop ik zeker niet. Vanmorgen was een mooie bijkoopkans. Nu wellicht nog. Komt heus wel terug boven de 8 euro op korte termijn. Is erg volatiel aandeel. Succes!
Helaas nog steeds weinig aandacht voor deze verborgen parel. Ik verwacht dat dit met de resultaten in de komende kwartalen hopelijk zal veranderen.
Voor een parel te zijn blijft xfab inderdaad maar wat aan te modderen...Amerikaanse tech gaat er wel flink op vooruit. Ik wacht nog efkes en indien dit blijft duren gooi ik ze buiten.
XFAB, Alweer zeer laag volume en koersherstel blijft achterwege. Very wierd..
Pierre1 schreef op 1 juni 2023 12:06 :
www.xfab.com/securedl/sdl-eyJ0eXAiOiJ... Jammer dat er geen AI instaat!
En jammer dat er niet ook een tekst blok is toegevoegd waarin deze ontwikkeling in 'leken taal' is verwoord. Dit persbericht lijkt meer geschreven voor (potentiële) klanten. Lijkt overigens wel mooie stap.
Super goed nieuws: 1 X-FAB Silicon Foundries SE | Press Release June 7, 2023 Regulated information X-FAB announces new outlook target Tessenderlo, Belgium – June 7, 2023 11.00 a.m. CEST On the occasion of X-FAB Silicon Foundries SE’s (X-FAB Group) Investor Day to be held today, 7th June 2023 in Paris, France, X-FAB Silicon Foundries SE announces its new outlook of USD 1.5 billion revenue and EBITDA margin of 30-35% as targets to achieve by 2026
Da's inderdaad koers ondersteunend nieuws...
Hogere koersdoelen v analisten zullen volgen...
• X-FAB hield een Capital Markets Day en volgens KBC Securities is de belangrijkste conclusie, naast het feit dat ze hun beloften hebben waargemaakt, dat ze voor FY26 een omzet van 1,5 miljard met een bedrijfskasstroommarge van 30-35% en een vrije kasstroom van +/- 15% van de jaaromzet verwachten, waarbij de investeringen vanaf FY26 zullen afnemen tot 15-20% van de jaaromzet. Voor FY23 bevestigden ze hun groeiverwachtingen. De belangrijkste drijfveren voor deze verbetering van de winstgevendheid in de toekomst zijn de omzetgroei en een groter aandeel van activiteiten met een hoge toegevoegde waarde en hogere ASP's. Daarnaast is er een hogere waferproductie op basis van productiviteitsverbeteringen, de verwachte turnaround van X-FAB Frankrijk en schaalvoordelen. Per saldo goed voor een koersdoelverhoging van 11 naar 12 euro bij een onveranderd “Kopen”-advies. (Bolero)
Lap, KBC verhoogd reeds het koersdoel naar 12eu..
Als ik goed kan tellen, verdubbeld de omzet in 2026. De marge van 7.75% in 2022 wordt er een van 30 tot 35%. Dus een verviervoudiging van de winst op een dubbele omzet tov 2022. Dat is dus x 8. Wat een belachelijk lage koers en koersdoelen.
Integrated Photonics Consortium To Industrialize The European Silicon Photonics Value Chain, including Heterogeneous Integration of InP Chips by SMART Photonics PhotonixFab to enable photonics product innovation and commercialization with a path to high volume manufacturing. Eindhoven, The Netherlands, – June 19, 2023 The photonixFAB project aims to empower photonics innovation by SMEs and large entities by providing low entry access to both ultra-low loss silicon nitride (SiN) and silicon (Si) based photonics platforms with indium phosphide (InP) heterogenous integration capabilities developed by SMART Photonics. This is a strategic initiative aiming to enable the European semiconductor and photonics industries to gain greater sovereignty. The project will strengthen the continent’s manufacturing capabilities in key emerging areas. The photonixFAB consortium is made up of major public and private enterprises, plus highly respected research institutes – all focusing on the development and production of next generation integrated photonics. Further to SMART Photonics, the high-profile partners include technology and manufacturing services providers LIGENTEC, X-FAB, PHIX Photonics Assembly and Luceda Photonics plus application developers Nokia, Nvidia, Aryballe, Brolis Sensor Technology and PhotonFirst, as well as the major research organizations CEA-leti and IMEC. Their objective is to establish a European photonics device value chain and initial industrial manufacturing capabilities. Thus, providing a path to scalable high-volume manufacturing for innovative product developers. SMART Photonics | Press Release June 19, 2023 2 A comprehensive set of photonics foundry and assembly capabilities will be covered by photonixFAB. These will include: • Industry-scale integrated photonics manufacturing services with low entry barrier access and fast turn-around cycles for both low-loss SiN and Si based PICs. • Enablement of microtransfer print technology for InP, LNOI and germanium based active and passive component heterogeneous integration on SiN and Si based PIC platforms. • Development of scalable packaging and testing solutions in alignment with the (heterogeneous) PIC platform developments. • Process design kit based design automation enablement for the photonic platforms. As a part of the project, six demonstrators are being built to validate the implemented photonics value chains. These include applications such as datacom and optical switches, coherent optical transceiver, IR spectrometer for sensing, digital olfaction sensor for consumer healthcare and a health monitoring demonstrator. A multitude of prospective opportunities for the cutting-edge photonic devices fabricated via the photonixFAB project have already been identified. Among them are data communication, telecoms, biomedical sensors/detectors, quantum computing and vehicle LiDAR. “As the photonics industry is growing rapidly, the need for collaboration and alignment across the European photonics value chain is crucial”, states Johan Feenstra, CEO of SMART Photonics. “PhotonixFab will allows us to work within a highly valued consortium to ensure that InP actives and passive elements can be combined with the Si and SiN platforms, to provide the right solutions to end customers.” SMART Photonics | Press Release June 19, 2023 3 “Seeing huge potential emerging there, traditional semiconductor vendors, OEMs and start-ups are all now exploring photonic-enabled applications,” states Rudi De Winter, CEO of project lead X-FAB. “Consequently, this is the right time for companies to work together on building an extensive Europe-centric silicon photonics ecosystem that will help drive the continent’s competitiveness in this exciting new market.” The project is being supported by the Key Digital Technologies Joint Undertaking (KDT JU), with funding from EU and the national authorities. The combination of this funding and the investments being directly made by each of the consortium members comes to a total of Euro 47.6 million. A major part of the work of this 3.5 year project will be conducted at X-FAB’s foundry operation in Corbeil-Essonnes, France, with additional activities also undertaken at the numerous other partners’ sites across Europe. ### Acronyms InP – Indium Phosphide IR – Infrared LiDAR – Light Detection and Ranging LNOI – Lithium Niobate-on-Insulator PIC – Photonic Integrated Circuit SiN – Silicon Nitride SOI – Silicon-on-Insulator About SMART Photonics SMART Photonics plays a central role in the Photonics industry which has been recognized by the EU as one of Europe’s key enabling technologies having the potential to provide solutions to some of the most pressing societal and environmental challenges of our time. SMART Photonics is a leading independent foundry of photonic integrated chips (PIC’s) offering solutions for data and telecommunication, as well as for sensing – such as LiDAR – SMART Photonics | Press Release June 19, 2023 4 and medical applications. We help our customers to bring their innovations to life. From proof of concept to full production. Adding value at every step of the way. SMART Photonics Press Contact Thomas van der Zijden Director Sales and Marketingthomas.van.der.zijden@smartphotonics.nl More information at: www.photonixfab.eu Acknowledgement photonixFAB is co-funded by the European Union under grant agreement no. 101111896. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the Key Digital Technologies Joint Undertaking. Neither the European Union nor the granting authority can be held responsible for them. The project is supported by the Key Digital Technologies Joint Undertaking and its members including top-up funding by Belgium, Germany, France, Israel, Italy and the Netherlands
Highlights Q2 2023: › Revenue was USD 227.1 million, up 20% year-on-year (YoY) and 9% quarter-on-quarter (QoQ); including USD 8.3 million of revenues recognized over time due to long-term customer contracts in accordance with IFRS 15 › Excluding this positive effect, revenues* would have been USD 218.9 million, within the guided USD 205-220 million › Strong growth in X-FAB’s key end markets – automotive, industrial, and medical – up 28% YoY (excluding revenues recognized over time) › EBITDA at USD 62.3 million, up 46.7% YoY › EBITDA margin of 27.4%, slightly above the guided 23-27% › EBIT was USD 40.8 million, up 69.9% YoY, with an EBIT margin of 18.0% Outlook: › Q3 2023 revenue is expected to come in within a range of USD 225-240 million with an EBITDA margin in the range of 24-28%. This guidance is based on an average exchange rate of 1.10 USD/Euro. › The FY 2023 guidance gets reconfirmed.
Ook nog: Demand remained strong and continued to exceed X-FAB’s available production capacity. Second quarter bookings came in at USD 220.9 million with a book-to-bill ratio of 1.01. Backlog at the end of the second quarter amounted to USD 507.0 million, compared to USD 508.3 million in the previous quarter. Tijdens de Q&A sessie kwam ook nog ter sprake dat ook voor het eerste halfjaar van 2024 de vraag naar de producten van X fab hoger zal zijn dan de productiecapaciteit. Winst per aandeel in het eerste halfjaar 0,62 USD en dan lijkt dit high tech aandeel m.i. toch wel zwaar ondergewaardeerd.
Weinig animo voor xfab Top earnings, een 8% dag en 52w high en geen enkele comment
Enjoi schreef op 28 juli 2023 21:55 :
Weinig animo voor xfab
Top earnings, een 8% dag en 52w high en geen enkele comment
Zijn we uit het (reactie) veld geslagen door het goede nieuws?
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