solo i risultati negativi contano, ma si stanno sbagliando - gz
¶
By: GZ on Mercoledì 14 Luglio 2004 18:42
sì, ma tre società su quattro nella tecnologia vanno oltre le aspettative e le vendono lo stesso come se fossero appestate
^ASML#^ oggi ad Amsterdam (uno dei maggiori semiconduttori europei dopo STM) batte tutte le stime e fa ora -4% come se avesse deluso
Idem per ^SEZ#^ Holding in Svizzera di cui ho parlato tre giorni fa, batte le aspettative e la vendono
Sembra una delle classiche situazioni in cui devi fare il contrario
perchè c'è qualche cosa di irrazionale, solo i risultati negativi contano, quelli positivi sono ignorati
--------------------------------------------------------
ASML Posts Strong 2Q; Bullish On Future
By Joon Knapen
Of DOW JONES NEWSWIRES
AMSTERDAM (Dow Jones)--ASML Holding NV (ASML) Wednesday said its
second-quarter net profit rose threefold compared with the previous quarter, and a strong order intake indicated earnings will improve further over the year.
The Veldhoven, Netherlands-based semiconductor machine maker said the value of its order book for the second quarter rose 33% to EUR1.8 billion from EUR0.7 billion a year ago; orders stood at EUR1.4 billion at Mar. 31, 2004.
"These are some great numbers, both in terms of second-quarter performance and for the company going forward," Bank Oyens analyst Bert Siebrand said, who rates ASML a buy. "The order book shows that we can expect a further rise in the already high average selling price in future shipments, so we will most likely
raise our 2004 estimates."
Besides 147 new systems, ASML's order book contained 27 refurbished systems. ASML expects to ship 75% of its current orderbook in the next two quarters.
ASML posted a EUR65 million second-quarter net profit, or EUR0.14 per share, compared with a EUR21 million net profit, or EUR0.04 per share, in the previous quarter, while a year ago the company posted a net loss of EUR64 million.
This is the third quarter in a row the company managed to stay in the black after five consecutive quarters of losses hit by the industry's worst-ever downturn.