View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

AT&S AG : Q4 2023-24 results and FY 2024-25 outlook well below expecta...

>Q4 2023-24 results well below expectations - This morning, AT&S reported its Q4 2023-24 results which were well below expectations. In Q4 2023-24, sales came in at € 345m below the consensus at € 372m. They were up 14% y-o-y and down 12% q-o-q. The markets for mobile devices and industrial applications softened significantly. While notebooks and PCs saw a slight recovery, the market for servers slowed further. Adjusted EBITDA was € 63m, i.e. a margin of 18.2%, well b...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

AT&S AG : Q4 2023-24 results and FY 2024-25 outlook well below expecta...

>Q4 2023-24 results well below expectations - This morning, AT&S reported its Q4 2023-24 results which were well below expectations. In Q4 2023-24, sales came in at € 345m below the consensus at € 372m. They were up 14% y-o-y and down 12% q-o-q. The markets for mobile devices and industrial applications softened significantly. While notebooks and PCs saw a slight recovery, the market for servers slowed further. Adjusted EBITDA was € 63m, i.e. a margin of 18.2%, well b...

 PRESS RELEASE

EQS-News: AT&S 2024/25 on growth course again

EQS-News: AT&S Austria Technologie & Systemtechnik AG / Key word(s): Annual Results/Forecast AT&S 2024/25 on growth course again 14.05.2024 / 07:01 CET/CEST The issuer is solely responsible for the content of this announcement.   AT&S 2024/25 on growth course again   Revenue declines to € 1,550 million in FY 2023/24 (PY: € 1,791 million) Adjusted EBITDA margin of 24.8% IC substrate production in Kulim and Leoben to start at the end of FY 2024/25 Outlook FY 2024/25: revenue € 1.7 to € 1.8 billion, adjusted EBITDA margin 25 to 27% Intensification of efficiency progr...

 PRESS RELEASE

EQS-News: AT&S 2024/25 wieder auf Wachstumskurs

EQS-News: AT&S Austria Technologie & Systemtechnik AG / Schlagwort(e): Jahresergebnis/Prognose AT&S 2024/25 wieder auf Wachstumskurs 14.05.2024 / 07:01 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich.   AT&S 2024/25 wieder auf Wachstumskurs   Umsatz reduziert sich im Geschäftsjahr 2023/24 auf 1.550 Mio. € (VJ: 1.791 Mio. €) Bereinigte EBITDA-Marge von 24,8 % IC-Substrate-Produktion in Kulim und Leoben läuft Ende Geschäftsjahr 2024/25 an Ausblick GJ 2024/25: 1,7 bis 1,8 Mrd. € Umsatz, bereinigte EBITDA-Marge von 25 bis 27 % Int...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

AT&S AG : No capital increase, but medium-term sales guidance reduced ...

>No capital increase, offers for Ansan plant - AT&S announced Friday it had decided not to carry out a capital increase in the short term and that talks with potential investors had been shelved. To recap, AT&S had announced in November 2023 it was considering a capital increase of up to 50% of its capital (~€ 550m) and was in negotiations with the Austrian sovereign fund OBÄG for a potential stake of >25%. To obtain additional cash, AT&S is now instead looking to sel...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

AT&S AG : Pas d'augmentation de capital, mais guidance de CA moyen ter...

>Pas d'augmentation de capital, offres pour l'usine d'Ansan - AT&S a annoncé hier avoir décidé de ne pas procéder à une augmentation de capital à court terme et que les discussions avec des investisseurs potentiels ont été interrompues. Pour rappel, AT&S avait annoncé en novembre 2023 considérer une augmentation de capital jusqu’à 50% de son capital (~550 M€) et être en négociation avec le fonds souverain autrichien OBÄG pour une participation potentielle >25%. Pour o...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO : March 2024 sales below forecasts, memory continues to underpin ...

>Global sales for March 2024 at +15.2% y-o-y (vs +16.4% in February), Q1 2024 at +15% - Worldwide semiconductor sales in March 2024 were published by the WSTS (World Semiconductor Trade Statistics), with the usual one-month lag. In terms of the three-month moving average, sales came to $ 50.8bn, falling short of our estimate of $ 52.2bn, pointing to y-o-y growth +15.2% (a slight sequential decline of -0.6%). This marks a slowdown vs February, which stood at +16.4%. Q1...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO : Ventes de mars 2024 inférieures aux attentes, la mémoire contin...

>Ventes mondiales de mars 2024 à +15.2% yoy (vs +16.4% en février), un T1 24 à +15% - Les ventes mondiales de semiconducteurs de mars 2024 ont été publiées par la WSTS (World Semiconductor Trade Statistics), avec comme toujours, un mois de décalage. En données lissées (moyenne 3 mois), elles ressortent à 50.8 Md$, inférieures à notre prévision à 52.2 Md$, en croissance annuelle de 15.2% (légère baisse en séquentiel de -0.6%). Il s’agit d’un ralentissement par rapport ...

 PRESS RELEASE

EQS-News: ANDRITZ meldet stabile Ergebnisse für das 1. Quartal 2024

EQS-News: Andritz AG / Schlagwort(e): Quartalsergebnis ANDRITZ meldet stabile Ergebnisse für das 1. Quartal 2024 25.04.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. GRAZ, 25. April 2024.  Der internationale Technologiekonzern ANDRITZ verzeichnete im 1. Quartal 2024 eine zufriedenstellende Geschäftsentwicklung. Der Umsatz ging leicht zurück, doch die Rentabilität blieb stabil und das Konzernergebnis stieg im Vergleich zum 1. Quartal 2023 leicht an. Während der Auftragseingang insgesamt unter dem hohen Niveau des Vorjahre...

 PRESS RELEASE

EQS-News: ANDRITZ reports stable results for the first quarter of 2024

EQS-News: Andritz AG / Key word(s): Quarter Results ANDRITZ reports stable results for the first quarter of 2024 25.04.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. GRAZ, APRIL 25, 2024.  International technology group ANDRITZ saw a satisfactory business development in the first quarter of 2024. The revenue decreased slightly, but profitability remained stable and net income increased slightly compared to the first quarter of 2023. While total order intake declined from the high level of the previous year, orders for green te...

 PRESS RELEASE

EQS-News: Green hydrogen: ANDRITZ acquires stake in Norwegian tech-com...

EQS-News: Andritz AG / Key word(s): Investment Green hydrogen: ANDRITZ acquires stake in Norwegian tech-company HydrogenPro 11.04.2024 / 08:30 CET/CEST The issuer is solely responsible for the content of this announcement. GRAZ, APRIL 11, 2024.  International technology group ANDRITZ has acquired a 13.8% stake in the Norwegian company HydrogenPro. The company was founded in 2013 and supplies pressurized alkaline electrolyzers (AEL) for green hydrogen production. The two companies already entered into a strategic partnership last year to provide integrated solutions for th...

 PRESS RELEASE

EQS-News: Grüner Wasserstoff: ANDRITZ erwirbt Anteile am norwegischen ...

EQS-News: Andritz AG / Schlagwort(e): Beteiligung/Unternehmensbeteiligung Grüner Wasserstoff: ANDRITZ erwirbt Anteile am norwegischen Technologieunternehmen HydrogenPro 11.04.2024 / 08:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. GRAZ, 11. April 2024.  Der internationale Technologiekonzern ANDRITZ hat einen Anteil von 13,8% am norwegischen Unternehmen HydrogenPro erworben. Das Unternehmen wurde 2013 gegründet und liefert Druck-Alkali-Elektrolyseure zur Erzeugung von grünem Wasserstoff. Die beiden Unternehmen sind bereits im verg...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch