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Publication date: November 12, 2024
- Year of establishment: 1995
- Year added to the AEX: 2021
- Highest share price ever: €183 in February 2024
- Average trading volume: Approximately 300.000 shares per day
- Price performance over the past 12 months: -1.54%
Introduction about the company
BE Semiconductor Industries N.V. (Besi) is a global leader in the development and manufacture of semiconductor assembly equipment. Headquartered in Duiven, the Netherlands, the company focuses on high-tech solutions for the semiconductor industry and serves customers worldwide in sectors such as consumer electronics, automotive and telecommunications. Listed on Euronext Amsterdam under the symbol BESI, Besi is known for its focus on innovation and the development of advanced technologies in semiconductor assembly.
Core figures & performance
In 2023, Besi achieved sales of €578 million and net income of €177 million. The company has about 1,800 employees worldwide and provides assembly solutions to some of the largest players in the semiconductor industry. Besi's market capitalization is approximately €10.5 billion. Besi maintains a dividend policy aimed at rewarding shareholders with stable and regular distributions, supported by strong cash flow and earnings growth.
History & development
Besi was founded in 1995 and has since developed into a major player within the semiconductor assembly industry. In recent years, Besi has focused on developing innovative technologies, such as hybrid bonding and advanced packaging systems, to improve semiconductor efficiency and performance. The company has strengthened its market share through strategic acquisitions and partnerships, giving it a leading position within the global semiconductor industry.
Industry & competition
Besi operates within the global semiconductor industry, a sector characterized by rapid technological change and high investment in research and development. Besi's main competitors are companies such as ASM Pacific Technology and Applied Materials, which also produce high-tech assembly equipment for the semiconductor industry. Besi is distinguished by its strong focus on niche markets and advanced solutions, responding to the increasing demand for powerful and efficient semiconductor solutions for various applications.
Influence of Besi on the AEX
With a weighting of about 1.3% in the AEX index (measured in 2024), Besi has a modest but stable influence on the Dutch stock market index. However, due to its technological focus and the volatile nature of the semiconductor industry, Besi's share price can cause significant swings within the AEX, especially when combined with companies such as ASML. Besi is seen as an important technology stock within the AEX, and its performance may be indicative of broader trends in the technology and semiconductor sectors.
Investment analysis & outlook
Investment analysts view Besi as an attractive investment, due to its strong position in the semiconductor industry and ongoing demand for assembly equipment. Besi's focus on advanced technologies, such as hybrid bonding, provides growth opportunities in emerging markets and applications such as artificial intelligence and 5G. Although the semiconductor sector is cyclical and exposed to economic fluctuations, Besi's technological innovations and strong customer base provide a solid foundation for long-term growth.
Below, you can track Besi's share price performance compared to the AEX over the past 5 years. This illustrates that Besi often reacts to sector developments and market trends within the technology industry, with price movements highly correlated to the growth of the global semiconductor sector. Furthermore, it can be seen that Besi has experienced significant growth over the past few years.
News & updates
Recently, Besi announced that it will expand its investment in research and development to develop new technologies that further improve the efficiency and power of semiconductor assembly. The company is focusing on expansion within artificial intelligence and automotive markets, given the increasing demand for specialized semiconductor solutions in these sectors. These initiatives are part of Besi's long-term strategy to maintain and strengthen its position as a market leader in semiconductor assembly equipment. For more information on Besi's performance and strategic plans, please visit its official website: Besi.com
Disclaimer: Investing involves risk. Our analysts are not financial advisors. Always consult an advisor when making financial decisions. The information and tips provided on this website are based on our analysts' own insights and experiences. They are therefore for educational purposes only.
