This week 2 pieces $ASM (-3.57%) added to my stock portfolio for a nice buyback of €409. Enough tech for now with $ASML (-2.81%) and $BESI (-2.81%) . Coming months looking for defensive positions for extra balance in the portfolio.
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13BESI Q2 earnings: "Profits up, orders down - is it meeting expectations?"
BESI $BESI (-2.81%) presented Q2'25-quarter figures with sales of €148.1 mln, up 2.8% on Q1 but 2.1% below last year. Orders fell to €128.0 mln (-3.0% QoQ, -30.9% YoY), illustrating continued pressure in the wafer level packaging market. Gross margin came in at 63.3% due to slightly lower utilization rates at new pick-and-place bonders. Thanks to efficient cost management, net profit increased to €32.1 mln, bringing the net margin to 21.6%. For Q3, BESI expects revenue decline of 5-15%, gross margin of 60-62% and order recovery due to increasing capital investment in semiconductor assembly.
Forecast vs realization:
- Sales €150 mln: ✖
- Orders €130 mln: ✖
- Gross margin 64%: ✖
- Net profit €31 mln: ✔
Building my dividend portfolio, which one would you pick?
I have been building my portfolio this year and it is doing quite well. Currently my focus is diversifying my portfolio. I have some nice performers in my portfolio like $BESI (-2.81%) , $ABN (+0.86%) , $EVO (-3.6%) , $VLK (-1.78%) . A few others are still underperforming for now but are known stable companies like $ALV (-0.19%) and $TTE (+0.7%) . My focus now is also a bit towards US stocks due to dollar diversification since I am mainly invested in Europe, Switserland and Scandinavia. I am always looking for companies with strong balance sheets, low debt ratio's compared to their peers, growth, dividend and maybe undervalued. One great example is $EVO (-3.6%) which I expect to launch🚀 in the coming year.
I'm looking at three dividend stocks right now: $PFE (+0.66%), $AEP (-0.94%) and $ENEL (-1.05%). They each have different profiles, and I'm trying to figure out which could be the most attractive at this point.
$PFE (+0.66%) seems undervalued. The stock is still well below its pre-COVID levels, the balance sheet is strong, and the dividend is over 5 percent. The real question is whether the company can return to solid growth with its pipeline.
$AEP (-0.94%) is a US utility with stable cash flow, a solid dividend track record, and relatively low debt. It doesn’t move fast, but it offers a good level of reliability and income, especially if rates come down.
$ENEL (-1.05%) is more of a question mark. The dividend is growing by nearly 9 percent a year and paid in multiple installments, which I like. But the stock is already up over 20 percent this year. Debt is quite high, and revenue growth is limited. I like the exposure to renewables, but I'm not sure if this is the right entry point.
- What do you think of these names?
- Any clear favourites? Or red flags?
Also curious: what are your expectations for the USD-EUR exchange rate in the second half of the year? I'm considering the FX angle too, since two of these names are US-listed.
#DividendInvesting
#Pfizer
#AEP
#Enel
#StockIdeas
#USD
#InvestingEurope

BESI pump
Exciting news for BE Semiconductor Industries (BESI)! At their 2025 Investor Day in Amsterdam, BESI raised its long-term revenue outlook from €1B to an impressive €1.5-1.9B, driven by strong demand for their cutting-edge hybrid bonding machines. The company also boosted its gross margin forecast to 64-68% (from 62-66%) and operating margin to 40-55% (from 35-50%), signaling enhanced profitability and efficiency. Analysts, including UBS, are optimistic about a demand surge for BESI’s tech in H2 2024, alongside a recovery in core operations. The stock soared over 10% after the announcement, further fueled by Applied Materials’ stake in BESI, boosting investor confidence. Despite a Q1 2025 revenue dip to €144M and a 47% profit drop, BESI’s technological advancements and market recovery position it for a bright future. Check out more at www.besi.com! #BESI #Semiconductors #Tech$BESI (-2.81%)
New large shareholder
Applied Materials acquired a 9% stake in BE Semiconductor Industries $BESI (-2.81%) ,becoming its largest shareholder. This strategic investment strengthens their collaboration on hybrid bonding technology, crucial for advanced semiconductor packaging. The partnership aims to enhance AI-related chip production by improving chip density and efficiency. Following the announcement, BESI’s shares surged significantly in Amsterdam trading. Applied Materials has no plans to increase its stake or seek board representation, focusing on long-term collaboration rather than competition
Besi CEO buys on recent dip
$BESI (-2.81%) CEO Richard Blickman of Besi already holds a substantial package of Besi shares but has recently purchased more. Blickman bought a total of 100,000 additional shares in two tranches, at an average price of around €96.75.
This brings his total shareholding to 1,447,718 shares, which, at the current price of €102, represents a value of €147 million.
Potential climbers?
Let's Go $BESI (-2.81%) , $SOUN and $MBTN
How do you rate the $BESI (-2.81%) do you think?
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