High Tech zum Sonderpreis: KGV 2001 von 6 und KUV unter 1 - 500 Beiträge pro Seite

[Nickelz]

Hi Leute,

Asyst Tech (WKN:890407) hat mit einer derzeitigen Marktkapitalisierung von 450 Mio. $ ein 2001ser KGV von 6. Die Firma ist auf die Herstellung von Reinraumtechnologie spezialisiert, welche zur Chipherstellung benötigt wird. Der Umsatz soll dieses Jahr bei 505 Mio. $ liegen. Im Zuge der Korrektur bei Chip-Werten ist Asyst Tech von gut 70$ bis auf 13$ gefallen. Mittlerweile hat sich jedoch ein Boden ausgebildet. Im Branchenvergleich absolut günstig bewertet!!!

Die Aktie notiert derzeit mit einem leichtem Plus von 0,5% bei 13,75$. Aufträge limitieren!

Quelle KGV:
http://earnings.nasdaq.com/earnings/peratio.asp?symbol=ASYT%…

Stock Report:
http://www.nasdaq.com/asp/quotes_reports.asp?symbol=ASYT%60&…

Website: www.asyst.com

Weitere Informationen auch in der WW 35/2000 Urteil: Kurschance: *****

MFG

Nickelz

[Nickelz]

80mal gelesen, hat keiner eine Meinung dazu?

Falls jemanden die Analysten interessieren (könnte ja sein) Merill Lyncht: Kursziel 29$ auf 12-Monatsbasis

MFG
Nickelz

[Nickelz]

Hi Leute,

Asyst Tech konnte gestern bei einem gutem Volumen von 1500000 gehandelten Stück 6,58% auf 14,625$ zulegen und notiert aktuell mit einem Plus von 5,13% bei 15,375$ !

Nur so zur Info.

MFG
Nickelz

[Nickelz]

Bear Stearns: Fairer Preis für Asyst und 12-Monatsziel 68$!

Aber lest selbst:

BEAR STEARNS REPORT ON ASYT EARNINGS
Key Points
*** Asyst reported yet another record quarter of revenues and earnings,however the good news was tempered substantially by what the company referred to as another "digestion" period hitting Taiwan, most significantly developing over the last four weeks. This type of weakness
would have been fatal to Asyst a year or two ago given its previous dependence on Taiwan but now with the diversification of both geography and products Asyst`s exposure is roughly the same as the semiconductor equipment average.
*** Significantly Asyst got orders from 5 new fabs in the quarter. 300MM continues to be a huge potential homerun for the company though it seems to be a bit slower in coming around. Book to bill was above one to one but probably not by a lot. Orders appear to be roughly tracking revenues in terms of geographic breakdown.
*** We still feel the new wafer transport system holds perhaps the biggest potential of any product the company has ever had. With Atmel as a test case for the first installation and three potential customers in the works
this product could help break out revenues for the company.
*** We are maintaining our Attractive rating on the shares of Asyst and feel that value buyers should take note of the very attractive price to book and extremely low P/E ratios. We are taking our numbers down somewhat to
reflect a more conservative outlook in the near term. We would have growth buyers wait until we get over the "digestion" period or see how quickly new product areas ramp. Asyst is clearly the biggest and fastest moving
company in the factory automation business and continues to improve its technology, market and execution.
We continue to rate the shares of Asyst Technologies as Attractive. We have a one-year price target on Asyst of $68 per share based on 34 times our new FY2001 estimate of $2.00 down from $2.15 per share and lowering our FY2002
earnings estimate to $2.60 per share down from $2.90 per share. Asyst reported second quarter results of $0.49 per share (excluding goodwill EPS was $0.52 per
share). Revenues were up modestly for the quarter. Asyst noted a geographic shift in revenues into Japan and Europe and weakness in Taiwan. Although weak due to a buildup of capacity, business in Taiwan was deemed to be more encouraging by the end of the September quarter. We feel that Asyst is the beneficiary of both increasing automation as well as the shift to 300MM technology. Company management remains focused on expenses and expectations.
We would expect revenues and gross margins to show very modest sequential improvement over the coming quarters, given the good demand, streamlining, and restructuring that the company has done. We think that Asyst is making all the
right choices and is continuing to gain market share.

IMPORTANT POINTS
Asyst reported second quarter, 2001 EPS of $0.49 per share flat with the prior sequential first quarter. This compares to an earnings loss of ($0.09) per share for the year ago second quarter. Excluding goodwill amortization, EPS would have been $0.52 per share. We had been estimating $0.53 per share (excluding goodwill). Street consensus estimate was $0.52 per share.
Revenues for the quarter were $126.9 million up modestly from revenues of $123.7 million in 1Q`01. We had been estimating $137.3 million. Revenues for the second quarter compare to revenues of $40.7 million in the prior year
second quarter.
Geographic revenues were distributed as follows: North America was up to 40% from 38% in 1Q`01; Asia Pacific was down to 31% from 42% in 1Q`01, Japan was up to 20% from 14% in 1Q`01 and Europe was up to 9% from 6% in 1Q01.
The revenue mix split was more balanced with end-user accounting for about 58% of revenues for the quarter and OEM accounted for the remaining 42%.
Geographically, Asyst noted that orders in Japan and Europe are developing quite well and Asyst is gaining market share and experiencing strong demand in both regions. Management noted that the growth in Europe was sustainable going
forward. There were a significant number of upgrades in Japan. Taiwan was weak in the quarter due to the buildup of capacity but sentiments were much more positive toward the end of September and management noted that Taiwan
could pick up steam over the next quarter or two particularly from new fabs.
The company received record orders this quarter from five fabs. Bookings were more diversified, more balanced with Asia Pacific at 23%, North America at 38%,Japan 22% and Europe 16%. Significant growth in Japan and Europe from priorlevels.
The book to bill in the quarter was above parity.
Management continues to aggressively monitor expenses and to strategically manage both business and assets, while continuing to invest in R&D.
Revenues for 300mm represented about 5% of total second quarter revenues.
Asyst should benefit substantially from the move to 300mm because 300mm carries a higher percentage of automation.
SECOND QUARTER FINANCIAL DETAILS
Asyst Technologies reported second quarter 2001 (FYE: March) EPS of $0.49 per share compared to a loss of ($0.09) in the prior year second quarter.

Revenues for the quarter were up 3% sequentially to $126.9 million from $123.7 million in 1Q`01 and up 212% compared to sales of $40.7 million recorded in 2Q`00. The revenue growth and order momentum experienced over the last several
quarters is moderating although more geographically balanced. Net income before amortization of acquired intangible assets was $18.1 million compared to a net loss of $2.4 million in the year ago second quarter. Net income after amortization of acquired intangible assets was $16.9 million compared with a net loss of $2.8 million in 2Q`00.

R&D expense accounted for $10.9 million up from $4.5 million in the same year ago quarter and compare to $9.7 million in the prior sequential first quarter.
R&D increased from the low of the company target range of 8-10% As a percentage of revenues R&D was 8.6% up from 7.9% in the prior sequential first quarter and below the 10.9% in the year ago second quarter. SG&A expense was $23 million up in absolute dollars from $11.7 million in the year ago quarter and above the $11.2 million in the prior sequential first quarter. As a percentage of revenue, SG&A expense was 18.1% up from 7.3% in 1Q`01 and down from 30.3% in the year ago quarter. SG&A expense remains at the lower end of the company model range of 18% to 20%. SG&A expense is expected to continue to increase in absolute dollars but should remain relatively constant as a percentage of revenues.

Gross margins for the company were 46.8% up from 45.3% in 1Q`01 and were up from 45.1% in 2Q`00.

Asyst is well positioned for success in the 300 mm arena, and, according to the company, has resulted in 300 mm market share gains. As a percentage of revenues, 300mm represented 5% of second quarter revenues relatively flat withthe prior first quarter.

Taiwan has become a weaker source of bookings for Asyst, than in the prior quarters and the company experienced a shift in geographic bookings to regions outside of Taiwan. Sequentially, bookings increased in North America, Japan
and Europe.

Asyst received $50 million in new orders from leading Japanese chip and equipment manufacturers during the six months starting April 1, 2000. During the second quarter, Asyst received a multimillion-dollar follow-on order from
Anam Semiconductor in Korea. Asyst also received a multimillion-dollar order from Atmel Corp. During the third quarter, Asyst introduced the FasTrack product for automated fab transport specifically created for 300 mm production.

In September, the company announced that it had shipped its 250th Plus Portal automated equipment front-end system to a major United States semiconductor equipment manufacturer. On the balance sheet: Cash and cash equivalents and short-term investments totaled $116.5 million down from $124.6 million at the end of June due to internal issues of meeting demand and external demand. Accounts receivable
were up to $98.5 million at the end of September from $81.4 million at the end of June and $74.3 million at the end of March. The increase in Accounts
Receivables was partly driven by the increased turns business characteristic during the quarter. Inventories were up to $73.3 million from $61 million at the end of June. The increase in inventories was due to the company`s plan for higher shipments and the building of inventory for robotics which is a net group for Asyst and the substrate group. Stockholder`s equity was $273.8 million. Tax rate was about 35% during the quarter. Head count increased 14%
sequentially during the quarter. Revenue per head count was an annualized rate of $346,000 per employee.

Looking forward, the company is on track for continued good growth in FY2001.Management noted that 300mm activity would likely provide additional upside opportunities for Asyst. The company expects to see about 3% sequential revenue growth for 3Q`01 similar to that seen in the quarter just completed.
Fourth quarter EPS is expected to be about $0.52 per share. Gross margins for the third quarter are expected to remain relatively flattish in the range of 45% to 47%. Operating expenses are expected to be slightly higher in 3Q`01 due
to continuing investments in R&D and geographic expansion.

(Voluntary Disclosure: Position- Long; ST Rating- Strong Buy; LT Rating- Strong Buy)

MFG

Nickelz

[Nickelz]

Thursday December 14, 10:21 pm Eastern Time
Asyst stock may be a bargain-Business Week
NEW YORK, Dec 14 (Reuters) - Asyst Technologies Inc, maker of ultraclean automation systems used in chipmakers` cleanrooms, may be underpriced but well positioned in a manufacturing niche that makes it an attractive buy, according to Business Week magazine.

In its December 25 edition, the magazine said Michael Kahn, an analyst at New York investment firm A.R. Schmeidler, expected the company to earn $2 a share on sales of $600 million for the year ending March 31, 2001.

In 2002, Kahn said he expected the company to earn $2.50 a share on sales of $750 million, the magazine said. He also expected the stock to rise to $60 in 18 months, it said.

The stock closed $11-15/16 on Thursday.

MFG
Nickelz

[lapalmita]

hallo nickel,
lange nix gehoert von dir.
tja der semi index macht sorgen eine asyt amkr oder axcls leiden darunter aber mit zeit kommt rat das sind preiswerte und gute unternehmen die man langfristig sehen muss,acls ist mal bis 12 gestiegen letzte woche aber das war nur ne shortsquizze tja leider.
im moment werden erstmal die total ausgebombten anfangen zu laufen wie exds,inkt,insp,vign ua. die sind zwar teuer verbirgen aber kurzfristiges potential erst wenn die gelaufen sind werden unsere werte mitziehen da aus zweiter reihe logisch pyschologie man muss aber hier zwischen 3tagesanlage und einjahresanlage unterscheiden auf lange sich fahren die semiwerte garantiert besser als so manch ein teurer titel alla vign inkt oderr andere also nicht verzagen.............

[Nickelz]

Hi lapalmita,

philly +17,5% ; asyst tech +19,7%

was will man mehr!
erst Recht wenn man sieht welches Aufwärtspotential noch in dem Bereich (und natürlich besonders in Asyst steckt).

MFG

Nickelz

[Pantauu]

Hallo Nickelz,

vielen Dank für deine Beiträge. Es wundert einen schon, dass da niemand Stellung zu nimmt. Ich bin jedenfalls seit einigen Wochen überzeugter Asyst Aktionär.

[neubiene]

gibt noch mehr Firmen die uf so ein niedriges KGV gequetscht wurden. AMD z.B.
Aber irgendwann steigen auch die Werte wieder, denn Chips werden trotz allem immer mehr gebraucht, wenn nicht zahlen einem die Unternehmen ja irgendwann Dividende

[Nickelz]

+ 10%, da kann doch keiner meckern.
Asyst hat die letzten vier Wochen die Nasdaq klar outperformt.

Asyst: + 30,88 ( letzten 4 Wochen in % )

Nasdaq: - 4,03% ( " )

aktuell 17,75 $


Am 25.01. gibts Ergebnisse!


MFG

Nickelz

[Nickelz]

Multimillion-Dollar 300mm FOUP Orders Expand Asyst`s Market Lead

Leading Firms in Taiwan and Europe Select Asyst FOUPs for 300mm Automation Needs

Fremont, CA, February 6, 2001 -Asyst Technologies, Inc. (Nasdaq NM: ASYT), the world`s largest semiconductor fab automation company, today announced it has received initial multiple orders, valued at approximately $5 million, for its 300mm front-opening unified pods (FOUPs) from leading semiconductor and foundry firms in Europe and Taiwan. These orders broaden Asyst`s established lead in the rapidly growing market for 300mm FOUPs, which isolate costly 300mm wafers throughout the front-end semiconductor manufacturing process, protecting them from damage due to mishandling, contamination or electrostatic discharge. Shipments began this month, and will continue in stages throughout the first half of 2001.

The orders, secured over the past month, all reflect multi-year contracts for high-volume production quantities of the Asyst FOUPs, to be used on both pilot and production 300mm fab lines. In each case, the order was secured following an intensive competitive evaluation. At one site, the customer chose Asyst 300mm FOUPs over the incumbent for its transition from pilot into production use.

Key to the selection of the Asyst FOUPs was their compatibility with other Asyst 300mm product offerings, including the advanced SMART-TagTM ST-8400 infrared tracking and identification system, as well as some enhancements implemented by Asyst that will be standard features of the company`s next-generation FOUP due in Q2 2001. These include: enhanced wafer-positioning accuracy to improve 300mm wafer handling; a drainable door to improve cleanability and drying times in advanced FOUP cleaning systems and prevent improper placement of the door into the FOUP; full compatibility with 300mm standards set forth by Semiconductor Equipment and Materials International (SEMI); a streamlined design aimed at optimizing high-volume manufacturing efficiencies; and a greater selection of product colors to facilitate identification of wafers at various process steps and help avoid cross-contamination issues associated with the introduction of copper and other metals into the chipmaking process.

According to Dennis Riccio, senior vice president of global customer operations for Asyst, these orders offer further evidence of Asyst`s ability to deliver leading-edge products that anticipate customer needs. "Each of these customers, a market leader in its own right, has selected our FOUPs because we were able to clearly demonstrate the advantages of our products over the available competitive offerings," said Riccio. "Our close relationships with these customers enabled us not only to develop new capabilities based on their existing needs, but to anticipate and address their emerging needs, as well. We look forward to ongoing relationships with these and other customers as we continue to broaden our leadership in this market."

About Asyst
Asyst Technologies, Inc. is the leading provider of isolation and automation technologies that enable semiconductor makers to protect their valued assets throughout the manufacturing process while increasing manufacturing productivity. Through this "Value-Assured Fab" strategy, Asyst offers a broad range of 200mm and 300mm solutions that enable the safe transfer of wafers and information between the process equipment and the fab line throughout the IC fabrication process, preventing human, environmental, mechanical and chemical harm. Encompassing robotics, portals, wafer and reticle carriers, connectivity and interface products, and transport and loading products, Asyst`s modular, interoperable solutions allow chipmakers and original equipment manufacturers (OEMs) to select and employ the value-assured, hands-off manufacturing capabilities that best suit their needs.



--------------------------------------------------------------------------------
Copyright © 2001 Asyst Technologies. All rights reserved.

[Ariminios]

Mal eine Hightech Aktie,die sogar plus im letzten halben Jahr gemacht hat,Respekt!

[Nickelz]

@Arminios

Ist halt trotz Hightech ein Value-Wert!
Fundamentaldaten setzten sich letztendlich immer durch. Man darf natürlich nicht vergessen, dass Asyst im letzten Jahr bereits ziemlich geprügelt wurde.

MFG
Nickelz