UPDATE: ASMI Shares Soar As 3Q Loss Narrows
October 29 2009 - 10:08AM
Dow Jones News
AMSTERDAM (Dow Jones)-Shares in Dutch semiconductor equipment
maker ASM International NV (ASMI) surged Thursday after its third
quarter results beat expectations, as rising demand in the global
chip industry helped to boost sales and order intake.
ASMI also said it expects the fourth quarter to be "at least in
line" with the third-quarter, but declined to give guidance beyond
that period.
Chief Executive Chuck del Prado said ASMI's results are mainly
improving due to the overall market upturn, echoing recent comments
made by chipmakers about improving conditions in the industry. Last
week, STMicroelectronics NV (STM), Europe's largest chipmaker by
sales, posted forecast-beating revenue and upgraded its outlook.
Earlier this month, Intel Corp. (INTC), the world's biggest
semiconductor maker, also said demand was rising after a year of
decline.
U.K. Bluetooth microchip maker CSR PLC (CSR.LN) Thursday
underscored the upswing in the technology sector after reporting
solid third-quarter sales and signing new partnership deals that
sent it shares soaring over 12% in London.
At 1309 GMT, ASMI shares traded up EUR14.38, or 9.9%, at
EUR14.62, outperforming a 2.8% rise in the mid-cap market. The
stock has recovered over the past year from lows of just below EUR5
when the slump in demand due to the financial crisis started to
hit.
ASMI reported a third-quarter net loss of EUR15.8 million,
compared with a net loss of EUR55.7 million in the previous quarter
and a net profit of EUR2.4 million a year earlier. The bottom line
was hurt by a EUR9.2 million restructuring charge and a EUR5.9
million impairment charge on the firm's inventory.
Sales came in at EUR180.2 million, from EUR119.5 million in the
second quarter of 2009 and EUR190 million a year earlier.
Three analysts polled by Dow Jones Newswires forecast a net loss
of EUR30.5 million and revenue of EUR138 million.
Bookings were up 31% to EUR204.5 million compared with the
second-quarter.
ASMI said that sales and bookings improved at both of its units
and that it expects business levels to remain strong at its
back-end division. Meanwhile, the company expects a modest
improvement at its front-end division in the next quarter.
ASMI's front-end unit, which makes equipment to produce
semiconductors, has been loss-making for some time and is
undergoing a restructuring program. In the past years ASMI
management has been under pressure from activist shareholders Fursa
and Hermes to sell off this division.
ASMI's back-end unit consists of a majority stake in ASM Pacific
Technologies (0522.HK), which assembles and packages the chips. The
Hong-Kong based company Thursday posted a record net profit of
HK$401 million, a 50.1% rise compared to a year earlier.
Company Web Site: www.asm.com
-By Maarten van Tartwijk; Dow Jones Newswires; +31 20 571 5201;
maarten.vantartwijk@dowjones.com