Hello everyone,

I am currently invested in $ELG (+5,02 %) and I'm not sure how much further they can go. Most analysts' forecasts have been exceeded, so there is still a long way to go.

The business figures for the last 10 years look very good, even if growth has cooled off somewhat in the last 1-2 years

Where do you see the company or where would you get out ( if at all ) ?

$ELG (+5,02 %) will Quantumplay?

QRNG -> Quantum Random Number Generator

You need to know that all "random numbers" from computers are not really random. "Pseudorandom" (for example, the current time in miliseconds is divided by a value and the remainder is then the "random number"). There are also RNGs that use hardware entropy (which cannot be easily predicted, but are not actually "random" either). The only truly random quantities (so far) are quanta. Since these are, for example, randomly reflected or absorbed by a surface. QRNGs are therefore, as things stand today, foolproof and could help to improve encryption methods that require random numbers.

The chip should only be 2x2mm in size

Elmos and ID Quantique join forces to develop the world's smallest Quantum Random Number Generator (QRNG) solution

Leverkusen, Germany / Geneva, Switzerland, January 8, 2025:

Opening 2025 as the "International Year of Quantum Science and

Technology", Elmos Semiconductor SE, a leading supplier of automotive

mixed-signal semiconductors and ID Quantique, a global leader in quantum

cybersecurity, have signed a Memorandum of Understanding (MoU) as a

basis for their strategic collaboration to develop the world's smallest

monolithically integrated Quantum Random Number Generator (QRNG) solution.

With cybersecurity threats increasing due

to the rapid rise of AI and quantum computing, the need for safe and

robust encryption is strongly growing. Random numbers, a cornerstone of

secure cryptography, are increasingly vulnerable when generated by

traditional methods such as Pseudo Random Number Generators (PRNGs) or

True Random Number Generators (TRNGs). The innovative QRNG single chip

solution developed by Elmos uses quantum principles based on in-chip

photoemission to generate the highest quality randomness, ensuring

unparalleled cryptographic security. This Elmos solution is inherently

robust against any type of cyber attacks (i.e. variation of temperature,

supply voltage, light, physical pressure or EMC).

The partnership between Elmos and ID

Quantique combines Elmos' expertise in high-quality semiconductor

development and production with ID Quantique's leadership in quantum

technologies. Together, they are developing a 2 mm x 2 mm QRNG module,

making it the smallest Quantum Random Number Generator in the world.

Early prototypes confirm that the IC delivers an exceptional

cost-performance ratio with ultra-low power consumption and extremely

short start-up time. This QRNG technology allows scalable key rates and

will be made available as a stand-alone IC or by Intellectual Property

(IP) licensing to broaden its application across various industries and

CMOS technologies. This collaboration underscores Elmos' and ID

Quantique's commitment to innovation in the field of cybersecurity. With

their solutions, both partners make an important contribution to

building a secure digital infrastructure for automotive, communication

and IoT industries, ensuring long-term security in the quantum-era.

ELMOS SEMICONDUCTOR SE ADOPTS MEDIUM-TERM FINANCIAL TARGETS FOR 2030 | $ELG (+5,02 %)

Third quarter 2024 and outlook 2024

• In the third quarter of 2024, the company generated consolidated sales of 156.6 million euros (Q3 2023: 151.5 million euros), an increase of 3.4% compared to the previous year and plus 10.3% compared to the second quarter of 2024. EBIT amounted to 39.9 million euros (Q3 2023: 41.6 million euros). This corresponds to an EBIT margin of 25.5% of sales (Q3 2023: 27.5%). Investments in property, plant and equipment and intangible assets less capitalized development costs decreased as planned in the third quarter of 2024 to EUR 5.9 million or 3.8% of sales (Q3 2023: EUR 34.0 million). Adjusted free cash flow amounted to 45.5 million euros (Q3 2023: 33.9 million euros).
• For fiscal year 2024, Elmos expects sales in the lower range of the unchanged sales forecast of 605 million euros ± 25 million euros. The operating EBIT margin (excluding special items) is still expected to be 25% ± 2 percentage points of sales. The company also anticipates investments in property, plant and equipment and intangible assets less capitalized development costs of around 12% ± 2 percentage points of revenue. For the full year 2024, Elmos now expects a positive adjusted free cash flow including effects from the completion of the sale of the Elmos wafer production to Littelfuse Inc. The forecast is based on an exchange rate of 1.10 euro/US dollar.

Medium-term targets 2030

• Sales: around 1 billion euros in the financial year
• EBIT margin: around 25% of sales
• Investment ratio: <10% of sales on average until 2030
• Adjusted free cash flow: gradual improvement

Semiconductor shares since their 52-week highs

-61% Intel $INTC (+0,73 %)

-54% Aixtron $AIXA (+1,32 %)

-45% STMicroelectronics $STMPA (-0,13 %)

-44% Micron Technology $MU (-1,47 %)

-37% Globalfoundries $GFS (-1,24 %)

-36% BE Semiconductor $OXVE

-33% Lam Research $LRCX

-29% AMD $AMD (-0,24 %)

-29% Qualcomm $QCOM (+0,33 %)

-28% ON Semiconductor $ON (-1,41 %)

-27% ASML $ASML (-0,48 %)

-26% Applied Materials $AMAT (-0,63 %)

-26% Elmos Semiconductor $ELG (+5,02 %)

-24% Microchip Techn. $MCHP (-1,38 %)

-23% ARM $ARM (+4,83 %)

-23% Synopsys $SNPS (+1,24 %)

-23% Infineon $IFX (+0,08 %)

-22% NXP Semiconductors $NXPI (-0,94 %)

-20% Cadence Design $CDNS (+0,58 %)

-17% Nvidia $NVDA (+1,3 %)

-17% VanEck Semicon. ETF $IE00BMC38736 (+0,11 %)

-17% Nordic Semi $NRS

-17% KLA Corporation $KLAC (-1,69 %)

-13% Marvell Technology $MRVL (-3,46 %)

-12% TSMC $2330

-11% Broadcom $AVGO (+0,69 %)

-7% Texas Instruments $TXN (-0,33 %)

-6% Monolithic Power Syst. $MPWR (+0,13 %)

>> Which stocks are you invested in and how are they performing? Which of these stocks do you have on your watchlist? #semiconductor
#halbleiter

German winning stocks of the past five years

+603% SUSS Microtec $SMHN (+3,15 %)

+411% Rheinmetall $RHM (-4,06 %)

+329% Redcare Pharmacy $RDC (+0,11 %)

+326% ATOSS Software $AOF (+1,74 %)

+262% PNE $PNE3 (+1,4 %)

+258% Mutares $MUX (+1,94 %)

+232% Energiekontor $EKT (+0,35 %)

+231% GFT Technologies $GFT (-0,33 %)

+230% Elmos Semiconductor $ELG (+5,02 %)

+229% Adtran Networks $ADV (-0,48 %)

+161% Commerzbank $CBK (+0,09 %)

+146% Krones $KRN (+0,86 %)

+131% Hella $HLE (+4,11 %)

+126% Munich Re $MUV2 (+0,31 %)

+125% Deutsche Bank $DBK (+1,55 %)

+111% VERBIO $VBK (+0,45 %)

+111% KSB (Vz) $KSB (+2,32 %)

+109% Infineon $IFX (+0,08 %)

+109% Siemens $SIE (+3,21 %)

+107% Talanx $TLX (+0,96 %)

+103% Encavis $ECV

+100% SFC Energy $SFC

+95% Nemetschek $NEM (+1,91 %)

+93% Aixtron $AIXA (+1,32 %)

+90% flatexDEGIRO $FTK (-0,13 %)

+84% SAP $SAP (+1,9 %)

Which ones do you have in your portfolio or on your watchlist?

I sold Infineon and Elmos too early.

+++ Earnings summary this morning, 01.08. +++

Volkswagen (VW) $VOW (+3,62 %) achieves sales of €83.3 billion (previous year: €80.1 billion, forecast: €81.9 billion), an operating profit of €5.46 billion (previous year: €5.60 billion, forecast: €5.38 billion) and earnings after tax of €3.63 billion (previous year: €3.79 billion) in Q2. In the outlook for 2024, VW confirms the forecast for sales and deliveries.

-

BMW $BMW (+4,25 %) achieves sales of €36.9 billion in the 2nd quarter (previous year: €37.2 billion, analyst forecast: €37.4 billion), EBIT (Group) of €3.88 billion (previous year: €4.34 billion, forecast: €3.95 billion) and Group net profit of €2.71 billion (previous year: €2.96 billion, forecast: €2.62 billion). Outlook for 2024 confirmed.

-

DHL $DHL (+3,3 %) generates Q2 revenue of €20.6 billion (previous year: €20.1 billion, analyst forecast: €20.3 billion), EBIT of €1.4 billion (previous year: €1.7 billion, forecast: €1.3 billion) and net profit of €744 million (previous year: €978 million, forecast: €754 million). Outlook for 2024 and EBIT forecast for 2026 confirmed.

-

Vonovia $VNA (+1,66 %) achieves average rent per square meter of €1. In the first half of 2024, Vonovia generated an average rent per square meter of € 7.86 (previous year: € 7.58); EBITDA (adjusted) from rental activities of € 1.19 billion (previous year: € 1.21 billion), EBT (adjusted) from continuing operations of € 887.2 million (previous year: € 945.8 million); EBITDA (adjusted) from continuing operations of € 1.27 billion (previous year: € 1.30 billion) and net income for the period of € 1.27 billion (previous year: € 1.30 billion): €945.8 million); EBITDA (adjusted) from continuing operations of €1.27 billion (previous year: €1.30 billion) and a net loss for the period of -€529.2 million (previous year: -€4.13 billion). The vacancy rate in the first half of the year was 2.2% (previous year: 2.2%) and the real estate portfolio value (as at the end of June) was €82.5 billion (previous year: €83.9 billion at the end of 2023). In the outlook for 2024, the company now sees adjusted EBITDA at the upper end of the range of €2.55 billion to €2.65 billion and adjusted EBT at the upper end of the range of €1.7 billion to €1.8 billion

-

Elmos Semiconductor $ELG (+5,02 %) achieved sales of €142 million (previous year: €136 million), EBIT of €35.9 million (previous year: €34.1 million) and net profit of €24.3 million (previous year: €23.0 million) in the second quarter. Outlook for 2024 confirmed.

-

Symrise $SY1 (+1,18 %) achieved sales of €2.57 billion in the first half of the year (previous year: €2.41 billion, analyst forecast: €2.56 billion), EBITDA of €529.8 million (previous year: €446 million, forecast: €526.1 million) and net income of €239.5 million (previous year: €187.5 million, forecast: €251.2 million). Outlook for 2024 confirmed.

-

HUGO BOSS $BOSS (+1,66 %) achieves sales of €1.015 billion in the second quarter (previous year: €1.026 billion, preliminary figures from July 15: €1.015 billion), EBIT (final) of €70 million (previous year: €121 million, preliminary: €70 million) and net profit of €37 million (previous year: €75 million).

-

Heidelberger Druck $HDDB achieved sales of €403 million (previous year: €544 million), EBITDA (adjusted) of -€9 million (previous year: +€41 million) and a net result of -€42 million (previous year: +€10 million) in the first quarter. Forecast confirmed.

-

Klöckner & Co $KCOB achieved sales of 2.3 million tons in the first half of the year (previous year: 2.1 million tons), EBITDA before material special effects of €83 million (previous year: €130 million) and a consolidated result from continuing operations of -€26 million (previous year: €39 million). In the outlook for 2024, the company expects a slight decline in sales compared to the previous year and EBITDA before material special effects of €120 million to €180 million.

-

Merck KGaA $MRK (+0,53 %) achieves final Q2 sales of €5.35 billion (preliminary: €5.35 billion), final adjusted EBITDA of €1.509 billion (preliminary: €1.509 billion) and final adjusted earnings per share of €2.20 (preliminary: €2.20). Outlook confirmed.

-

MTU Aero Engines $MTX (+0,67 %) achieves Q2 revenues (adjusted) of €1.755 billion (previous year: €1.57 billion), EBIT (adjusted) of €193 million (previous year: €242 million, analyst forecast: €223 million) and net profit of €185 million (previous year: €143 million, forecast: €163 million). Margin forecast for 2024 raised to around 13% (previously: more than 12%) Outlook for sales, adjusted EBIT margin and FCF confirmed.

-

Daimler Truck $DTG (+4,41 %) achieved order intake of 92,569 vehicles in the 2nd quarter (previous year: -5%), revenue of €13.3 billion (previous year: €13.88 billion), EBIT (adjusted) of €1.17 billion (previous year: €1.43 billion) and earnings per share of €0.93 (previous year: €1.11).

Good evening, dear community,

what do you think of the current Chip/Ki/Semiconductor situation, is anyone invested, has been in the market for a long time, has just risen or has long been out of it?

Feel free to write your suggestions and experiences here :D

$NVDA (+1,3 %)
$ELG (+5,02 %)
$AMD (-0,24 %)
$TSM (+1,83 %)
$INTC (+0,73 %)
$SMCI #USW.

I bought Elmos at about 20 € in 2020 but I have increased my position again. Elmos is about 20% away from their all-time high. They have presented wonderful figures and are increasing the dividend by 25%. I see there still an enormous potential upwards.

So something new has come up again. Although I bought Elmos at around €20 in 2020, I have increased my position again. Elmos is about 20% away from its all-time high. They have presented wonderful figures and are increasing the dividend by 25 %.