X-FAB Silicon Foundries SE

Beleggen in aandelen beurzen Frankfurt DAX, Londen FTSE 100, Parijs CAC40, etc.
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vlaanderenwest
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Re: X-FAB Silicon Foundries SE

Berichtdoor vlaanderenwest » 24 Jan 2018 20:31

Chukky2 schreef:Instappen ?


Ik zou nog wat wachten en kijken wat de koers doet de komende dagen/weken doet


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Re: X-FAB Silicon Foundries SE

Berichtdoor Chukky2 » 24 Jan 2018 20:37

Maar this toch niet dat er resultaten of zo geweest zijn he omdat de koers zo reageert.

Merci ,

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Re: X-FAB Silicon Foundries SE

Berichtdoor Hanky » 24 Jan 2018 21:06

Wss gewoon zakken door de boete die qualcomm heeft gekregen (sector related).
melexis, besi, asml staan ook allemaal -2.5%
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Re: X-FAB Silicon Foundries SE

Berichtdoor rookie » 24 Jan 2018 23:14

Slecht analistenrapport dat ergens verschenen is over de sector en minder positieve outlook van Texas Instruments lijken mij relevanter dan een boete.

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Re: X-FAB Silicon Foundries SE

Berichtdoor Erik007 » 25 Jan 2018 13:45

Iemand verklaring voor stijging meer dan 5 % vandaag ?

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Re: X-FAB Silicon Foundries SE

Berichtdoor streetbob » 25 Jan 2018 14:04

Erik007 schreef:Iemand verklaring voor stijging meer dan 5 % vandaag ?


Paniekreaktie van gisteren terug rechtzetten ;)
In port: Mdx, Nyrstar, XLM.

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Re: X-FAB Silicon Foundries SE

Berichtdoor Wimpie85 » 26 Jan 2018 18:04

Wat een koersverloop weer vandaag, probeer dat maar eens te verklaren!

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Re: X-FAB Silicon Foundries SE

Berichtdoor kinesist » 30 Jan 2018 21:09

PERSBERICHT


X-FAB ontvangt de prijs "IPO van het jaar"

Tessenderlo, België - 30 januari th , 2018: Ter gelegenheid van de 2018 Euronext Annual Stock Exchange Conference, X-FAB Silicon Foundries SE heeft vandaag de “IPO of the Year” award in de categorie large caps bij een prijsuitreiking vindt plaats in Parijs. De prijs is een eerbetoon aan het succesvolle Initial Public Offering van X-FAB, de post-IPO-prestaties van het bedrijf en de betekenis van de notering voor de beurs van Parijs.


X-FAB is genoteerd aan Euronext Parijs sinds de 6 e april 2017. In totaal heeft de IPO opgeheven 426.400.000 EUR. De groep adviseurs bestond uit BNP PARIBAS, HSBC, Credit Suisse, ODDO & Cie en Commerzbank als underwriters, Linklaters als juridisch adviseur en KPMG als auditor.


" Voor Europa om een ​​leidende rol als wereldwijde innovator te spelen, is een aandelenmarkt die de Europese hightech-industrie ondersteunt essentieel voor het opbouwen van duurzaam succes", aldus Rudi De Winter, CEO van de X-FAB-groep. "Euronext Paris bleek de perfecte keuze voor X-FAB te zijn, en ik ben erg trots deze award vandaag te ontvangen, vertegenwoordiger voor iedereen die heeft bijgedragen. Ik zou het grote advieswerk van de banken, onze advocaten en auditors willen benadrukken om een ​​zeer strakke tijdlijn te behouden en de X-FAB IPO tot een succes te maken. "

Over X-FAB
X-FAB is het toonaangevende analoog / gemengde signaal en MEMS gieterijgroep die siliciumwafels produceert voor auto-, industrie-, consumenten-, medische en andere toepassingen. Haar klanten over de hele wereld profiteren van de hoogste kwaliteitsnormen, uitmuntende productie en innovatieve oplossingen door X-FAB's modulaire CMOS-processen te gebruiken in geometrieën van 1,0 tot 0,13 μm, en zijn speciale BCD, SOI en MEMS processen met een lange levensduur. X-FAB's analoog-digitale geïntegreerde schakelingen (mixed-signal IC's), sensoren en micro-elektromechanische systemen (MEMS) worden geproduceerd in zes productievestigingen in Duitsland, Frankrijk, Maleisië en de VS X-FAB biedt werk aan meer dan 3.800 mensen wereldwijd .

Ga voor meer informatie naar http://www.xfab.com .
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Re: X-FAB Silicon Foundries SE

Berichtdoor kinesist » 12 Feb 2018 17:42

PRESS RELEASE

X-FAB Fourth Quarter and Full Year 2017 Results

Intermediate declaration by the Board of Directors
Tessenderlo, Belgium – February 12th, 2018, 5.40 pm CET
Highlights for Q4 2017:
- Revenue of USD 154.1 million, down 3% year-on-year and up 10% quarter-on-quarter; above the guidance of USD 147-153 million
- EBITDA of USD 31.1 million, up 25% year-on-year and up 16% quarter-on-quarter
- EBIT of USD 16.9 million, up 44% year-on-year and up 32% quarter-on-quarter
- Net profit of USD 32.0 million, up 144% year-on-year and up 43% quarter-on-quarter
- Earnings per share of USD 0.25

Highlights for 2017:
- Revenue of USD 581.7 million, up 13% year-on-year
- EBITDA of USD 106.1 million, up 5% year-on-year
- EBIT of USD 50.5 million, flat year-on-year
- Net profit of USD 89.8 million, up 95% year-on-year
- Earnings per share of USD 0.73

Outlook:
- Q1 2018 revenue is expected in the range of USD 138-144 million with an EBITDA margin of about 12-14%. For the full year, revenue is expected in the range of USD 615-655 million with an EBIT in the range of USD 50 to 70million. For 2019, current planning foresees revenues in the range of USD 700-760 million and an EBIT in the range of USD 70-100 million. Our guidance is based on an average exchange rate of 1.20 USD/Euro.

Growth in the fourth quarter was driven by increased revenues in all of X-FAB’s key end markets, namely automotive, industrial and medial, each contributing to a strong overall growth in 2017. Year-on-year, the automotive business grew by 19% driven by the adoption of more electronics in cars with X-FAB manufacturing about 500 different products for the automotive market. Industrial sales, representing about 600 different products, grew by 32%, whereas medical sales increased by 75% with about 60 different products. Revenues relating to CCC products dropped by 11% compared to 2016, which was mainly caused by capacity constraints. As more technologies become available in the factory in France, X-FAB will be in a better position to support the demand going forward.

The expected revenue decrease in the first quarter of 2018 is due to weaker sales in RF-SOI as well as the lower amount of calendar days of the first quarter. The drop in RF-SOI is in line with the typical seasonality of the mobile market as seen in previous years. The RF-SOI business is expected to go up again in the second quarter of 2018. Over the year, X-FAB’s core business is also expected to increase further based on the strong demand in X-FAB’s key end markets. The capacity expansion currently being implemented at the Malaysian factory will support this growth and also help to reduce the amount of outstanding orders which could not be completed due to capacity constraints.

The integration of X-FAB France progressed well. In the fourth quarter, the first prototyping of automotive products based on X-FAB’s 180nm high-voltage process with embedded flash was launched. Automotive production is planned to start towards the end of 2018 after successful qualification and respective approvals.

The capacity expansion of the Malaysian fab is on track. All equipment is now installed and in the process of being qualified. The additional capacity of 4,000 wafer starts per month is expected to become fully effective in the second quarter of 2018.

In the fourth quarter, X-FAB Texas recorded its first SiC production revenues while working with eleven customers on implementing their proprietary version of SiC technologies and components.

At a constant USD/Euro currency exchange rate, fourth quarter revenues dropped by 4% year-on-year and grew by 10% quarter-on-quarter. Without X-FAB France as well as the subcontracted business, revenues increased by 17% year-on-year and by 10% compared to the previous quarter.

In the fourth quarter of 2017, prototyping revenues as indicator for future business came in at USD 15.3 million. For the full year, prototyping revenues totaled USD 54.4 million, an increase of 28% compared to previous year. Prototyping revenues in the core market segments, i.e. automotive, industrial and medical, typically convert into production revenues within four to five years after initial prototyping.

Commenting on the development of X-FAB’s MEMS business, Rudi De Winter added: “I am delighted about our MEMS business, which is well on track for strong growth in 2018 based on various applications in all 4 of our end markets. In the fourth quarter, we launched production of a new generation MEMS microphone, setting new standards with respect to technical performance. The market for MEMS microphones is growing strongly due to the increased number of microphones per smartphone, the increased use of headphones with noise cancellation, as well as the wider adoption of voice input for various smart applications.”

FX Sensitivity
The weaker US-Dollar has created a headwind with respect to profitability. The average exchange rate for the fourth quarter 2017 deteriorated by 10 cents compared to the same quarter last year. Despite the effect, the operational result increased by 44%. Relating to the financials as per year-end 2017, an evolution of the USD/Euro exchange rate from 1.10 to 1.20 would translate into a net positive effect on the financial result by about USD 8 million, while on a yearly basis it would have a negative effect of USD 12 million on the operational result. At a constant USD/Euro exchange rate of 1.05, the EBITDA margin for 2017 would have come in at 20.2%, above the guidance of 19% as provided at the IPO. The actual exchange rate for 2017 is at 1.129 with a corresponding EBITDA margin of 18.2%.
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Re: X-FAB Silicon Foundries SE

Berichtdoor Wimpie85 » 12 Feb 2018 21:10

Uitstekende cijfers dus voor Q4 2017 (boven consensus).

Voorts sterke omzetgroei op jaarbasis voor alle kernactiviteiten: automotive (+19 %), medical (+75%) & Industrial (+32%).

Ook een verdubbeling van de jaarwinst!

EUR/USD snijdt wel in de winst.

Zien wat dat morgen geeft... :)