2024-06-22 22:00:01
Entered 2024.06.23 07:00
Edit 2024.06.23 07:09
Nextin, the chief in semiconductor front-end detection gear
CEO Tae-hoon Park publicizes world offensive gross sales
》3D semiconductor inspection gear Iris and different merchandise launched
We’ll enhance the standard of our gross sales by diversifying our exports to america and different international locations.
“We’ll focus our analysis and improvement on creating excessive value-added gear” The common working revenue margin in 4 years is 40%
Hyundai Motor Securities’ working revenue this 12 months is “44 billion received”
Price seeing whenever you see it. Seeing one thing as soon as is best than listening to it 100 occasions. With a view to alleviate the knowledge imbalance brought on by the proliferation of pretend information, an “ant” with 17 years and 10 months of inventory funding expertise instantly visited listed firms. Assessment the corporate’s enterprise standing, meet with senior executives and workers, and resolve investor points. “Conflict ant” is a time period he usually makes use of to explain how he wins each time he invests in shares, based mostly on the idea that “shares are a battlefield.” I do know that the ache of loss when investing in shares is larger than anybody else, so right now I write this text from the angle of a person investor.
Nextin CEO Park Tae-hoon shouted “struggle” after an interview with Korea Financial Each day. Hwaseong = Reporter Hyunjoo Yoon “I feel 3D semiconductor inspection gear Iris and newly created macro inspection gear will change into the brand new wing of the corporate. “We may also enhance ‘gross sales high quality’ by diversification of abroad clients, together with america, Europe, China and Japan. Nextin CEO Park Tae-hoon (born in 1966) introduced the marketing strategy for the second half of the 12 months on the twenty first. Nextin is a producer of optical sample defect detection gear for detecting sample defects and international matter on wafers, and was introduced on October 8, 2020. Listed because the one hundredth know-how particular firm. At the moment, it has grown to rank 97th in KOSDAQ market worth (728.1 billion received) and is headquartered at No. 9 Dongtan Industrial Park, Hwaseong, Gyeonggi-do, 23-12 away from Nextin headquarters in Seoul. The semiconductor inspection gear manufacturing base is about 1 hour and half-hour away by automotive. Hwaseong = Reporter Yoon Hyun-joo.
Based by Samsung Electronics Semiconductor Analysis Institute… It’s a massive firm with a market capitalization of US$728.1 billion.
Nextin was based in 2002 by CEO Park, a former member of Samsung Electronics’ Semiconductor Analysis Institute (1991-1996). Its predecessor was Hello Innotek, which was established in 2010 to develop semiconductor inspection gear. The first mannequin is a pre-process sample defect evaluation gadget that compares pictures of circuits fashioned on wafer surfaces to search out variations. Divided into electron beam inspection gear and optical inspection gear based mostly on the strategy of buying pictures of circuits fashioned on the wafer floor, now we have developed gear that may understand each inspections, thereby gaining competitiveness. Clients embody Samsung Electronics, SK Hynix, MagnaChip Semiconductor and China’s Semiconductor Manufacturing Worldwide Company. Staff on the Nextin Company Analysis Middle are targeted on work. Hwaseong = Reporter Hyun-joo Yoon President Park stated, “If we take a look at the whole semiconductor business, the earnings of Samsung Electronics and SK Hynix within the first half of this 12 months are sufficient to make up for final 12 months’s deficit.” He added, “That is As a result of choice to chop manufacturing since final 12 months and the AI (synthetic intelligence) growth, “elevated gross sales of excessive value-added merchandise HBM (excessive bandwidth reminiscence) might have had an impression,” he defined. On the identical time, he stated, “We’re gear patrons, so the 2 home semiconductor giants have restored their revenue power with out growing manufacturing, which signifies that the demand for brand new gear isn’t massive,” including, “It appears It appears the enterprise atmosphere can be robust this 12 months as effectively. Nevertheless, he stated, “Final 12 months we predicted a -22% decline within the gear market, however gross sales at ASML and Utilized Supplies truly elevated. “Main firms weren’t affected, however gross sales fell by 20% final 12 months, which is inevitable,” he continued, including, “In the long run, sturdy firms can survive even beneath adversarial circumstances.” “Export tower value 70 million U.S. {dollars}. Hwaseong = Reporter Yoon Hyun-joo stated, “As Samsung Electronics Chairman Lee Jae-yong stated, I imagine ‘expertise will emerge in tough occasions,'” and careworn that “we’ll proceed to work arduous to enhance gross sales high quality.” . He continued, “If the economic system recovers within the second half of this 12 months on account of expectations of a U.S. shift (change in financial coverage path), reminiscence firms will get well from manufacturing cuts, and foundry firms may also begin to develop manufacturing capability subsequent 12 months to satisfy expectations. aim.” Improve gear utilization to regular ranges. “Beginning subsequent 12 months, issues might enhance for gear firms,” he predicted. ” He then promised: “It may be stated that our firm’s export ratio is biased in direction of China, however as a way to break this, we’ll work arduous to realize significant gross sales in america, Japan and Europe.” Deputy Director Shen Endi is inspecting Iris. Hwaseong = Reporter Hyunjoo Yoon stated, “The distinction with main firms in the end lies in know-how,” including, “There’s a hole with the capabilities of world show and semiconductor gear firm KLA, but when we no less than take motion to take care of or scale back this hole , we are able to see good outcomes inside 1 to 2 years. He additionally promised, “Contemplating that the common semiconductor gear firm’s gear demand from foundry firms is about 70%, and the gear demand from reminiscence firms is about 30%, our firm The present proportion of OEM gross sales is 30%, and we’ll enhance this proportion to 50%. ” To this finish, we plan to give attention to discovering world clients. Deputy Supervisor Han Zongmin is checking the semiconductor gear efficiency check display. Hwaseong = Reporter Yoon Hyun-joo
“Excessive value-added semiconductor gear determines the destiny of an organization…”R&D/M&A power”
CEO Park stated, “Coming into the high-value gear market determines the corporate’s destiny,” including, “We’ll speed up the event of high-end semiconductor gear by beneficiant R&D and M&A.” He added, “At the moment we’re not the world’s No. 1 One, so we’re pursuing a ‘cost-effectiveness technique,’ but when the brand new merchandise being developed bear fruit, we will obtain excessive progress in semiconductor inspection gear.” An worker inspects the manufacturing website. Hwaseong = Reporter Hyeon-joo Yoon Dong-ju Lee SK Securities researcher analyzed: “Rescue (static electrical energy removing gear for EUV processes) is being demonstrated with main clients, and Croqui (inspection gear associated to HBM lamination) is beneath improvement with clients. Researcher Lee predicted, “It’s tough to find out the timing of large-scale manufacturing, however as EUV and HBM move the preliminary flowering stage, the necessity to guarantee yield is growing,” including, “This may occasionally proceed to be a chance issue for Nextin.” .Screenshot of Nextin share value month-to-month wage chart Over the previous 4 years, it has proven “exemplary efficiency.” Final 12 months, the corporate had gross sales of 87.9 billion received and working revenue of 36.2 billion received, up from gross sales of 49.4 billion received and working revenue of 18.1 billion received in 2020. Development charges had been 77.94% and 100% respectively inside three years. The common working revenue margin throughout the identical interval was 40%, which signifies that if 100 million received in gross sales had been generated, 40 million received in revenue could be left. Hyundai Motor Securities forecasts gross sales of 116 billion received and working revenue of 44 billion received this 12 months.
Nextin is up 1.30% this 12 months and is sort of stagnant. When requested about measures to stimulate inventory costs, Consultant Park replied, “It’s the accountability of a listed firm to extend company worth” and “We’ll do our greatest to develop new merchandise and strengthen IR actions.” He then promised, “As the corporate’s gross sales and earnings develop, we’ll proceed to extend dividends.” Nextin has paid a dividend of 500 received per share for 3 consecutive years. As of final 12 months, the dividend yield was 0.72%. Hwaseong = Reporter Hyunjoo Yoon has a complete of 10,357,360 shares, and APS Holdings (13.83% stake), which invested in 2015, is the most important shareholder. Pleasant shares together with APS Holdings are 30.06%, treasury shares are 0.89%, international shares are 15.82%, and the allocation quantity is barely greater than 50%. As of the primary quarter, Nextin held 16.2 billion received in money property and 24.8 billion received in actual property property. As of the primary quarter of final 12 months, its monetary state of affairs remained secure, with a debt ratio of 12.56% and a capital reserve ratio of 2459.84%.
CEO Park holds 7.79% of Nextin’s shares and owns roughly 56.7 billion received in inventory. “Except you promote your shares, you aren’t wealthy,” he stated. “I did not promote even one share after I went public.” He stated modestly: “I assist myself by saving cash.” I would not be on this place with out the sacrifice and dedication of my workers,” he stated. “There was a time after I could not make payroll, however an worker stated, ‘I can.’ Over the previous six months, I’ve Nonetheless grateful and impressed,” he stated, recalling the previous expertise. Manufacturing chief Choi Byung-yeol is introducing the signature of Hidden Champion 100. Hwaseong = Reporter Yoon Hyun-joo requested younger folks for all times recommendation. He stated, “In the event you consider your self working in an workplace as an individual working an organization and alter your mentality of not getting a wage from the corporate however making earnings and getting your share again from the corporate, I reply, what’s your view on life? It may be modified.
He additionally careworn that “we have to be as free to consider job mobility as america is.” He went on to recommend, “If in case you have an concept, begin a enterprise, and in case you run into difficulties, go to a brand new firm and relearn,” including , “It is advisable to continually analysis methods to extend your competitiveness.” He, who as soon as labored at KLA in america, stated: “I need to know why america is the primary nation on the planet,” including, “A versatile labor construction can enhance the nation’s competitiveness.” Competitiveness. ” ju is checking e-mail for stage improvement gear. Hwaseong = Reporter SK Securities researcher Hyunjoo Yoon Dongju Lee stated, “Though China’s funding in front-end processes was partially delayed within the second half of final 12 months, orders from SMIC and Changxin Reminiscence began appearing within the fourth quarter. He added, “This 12 months “Enterprise funding will enhance” as a result of Chinese language authorities’s assist measures for China’s semiconductor self-sufficiency and particular person assist measures, he analyzed. “For Nextin, it’ll develop with new clients by joint ventures established in China,” he analyzed. The connection is a optimistic issue. “If the expansion to date comes from SK hynix increasing its market share, then the three new product lineups (Croqui, Iris and Rescue) within the second half might deliver optimistic outcomes,” stated Ryu Hung-geun, a researcher at Samsung Securities. He He stated that benefiting from the U.S. supervision of Chinese language semiconductors, “we are able to anticipate further product diversification results.” He advised a goal inventory value of 92,000 received and stated: “We have to give attention to alternative components fairly than short-term efficiency.” There’s nonetheless room for a rise of 30.87% from the present inventory value.
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