Schaut euch doch mal den Chart von Meyer Burger AG an, viel günstiger und Mega - Perspektive - bzw. Auftragsvolumen
- sicherlich eine preiswertere Alternative zu Roth & Rau und wird auch noch mehr steigen siehe unter www.meyerburger.ch
Meyer Burger setzt einen weiteren Meilenstein und gewinnt Grossauftrag über rund CHF 160 Millionen
Medienmitteilung
Meyer Burger meldet einen weiteren Grossauftrag über rund CHF 30 Mio. in China
Medienmitteilung
Meyer Burger stellt neue Führungskräfte vor
Medienmitteilung
Meyer Burger Technology AG Generalversammlung 2007 hat alle Anträge des Verwaltungsrats angenommen
Medienmitteilung
Meyer Burger gewinnt weiteren Grossauftrag für Draht- und Bandsägen von über CHF 25 Mio.
Medienmitteilung
Meyer Burger gewinnt Auftrag von über CHF 50 Mio.
Medienmitteilung
Meyer Burger präzisiert eigene Medienmitteilung vom 30. März 2007
Medienmitteilung
Meyer Burger mit dynamischem Wachstum im Geschäftsjahr 2006
Medienmitteilung
Meyer Burger gewinnt strategisch wichtigen Kunden in China
Medienmitteilung
Erfolgreicher Börsengang der Meyer Burger Technology AG
Medienmitteilung
Meyer Burger Technology AG gibt Einzelheiten zum Börsengang bekannt
Medienmitteilung
Meyer Burger Technology AG plant Börsengang
Medienmiteilung
Meyer Burger im Schweizer Fernsehen
Die News-Sendung "10vor10" des Schweizer Fernsehens berichtete über Meyer Burger im Zusammenhang mit dem immer stärkeren Aufkommen der Solarstromproduktion.
Sendung ansehen (Quelle: SF/10vor10/10. März 2006)
Weitere spannende Infos:
Betreff: News zu Meyer Burger: Applied Materials kauft den Hauptkonkurrenten von Meyer Burger für knapp CHF 600 Mio. Positiv für Aktie
Fakten:
Applied Materials kauft für USD 475 Mio die Schweizer Firma HCT Shaping, den grössten Konkurrenten von Meyer Burger. Applied dürfte damit grob geschätzt zwischen 4-6 mal den Umsatz des laufenden Jahres bezahlen. Meyer Burger wird momentan mit einem Preis/Umsatz-Vielfachen von rund 3.6x bewertet.
Beurteilung:
Dieser Deal kommt überraschend und es erstaunt, dass vor allem Applied Materials HCT kauft. Applied war bisher nur im Bereich der Dünnschicht-Solarzellen als Anlagenbauer tätig und steigt damit nun auch im grossen Stil in den Anlagen-Markt für kristalline Solarzellen ein. Den Kaufpreis erachten wir als hoch, zumal Applied auch in Cash bezahlt.
Fazit:
Dieser Deal unterstreicht die Bedeutung des Marktes, in dem Meyer Burger tätig ist. Kurzfristig sehen wir die Titel von Meyer Burger deshalb und wegen dem hohen Kaufpreis als Folge dieser Nachricht klar höher. Mittel- bis langfristig wird sich dadurch aber auch der Wettbewerbsdruck auf Meyer Burger erhöhen. Meyer Burger ist aber bestens positioniert und weist ein breiteres Produktportfolio (Band- und Drahsägen) als HCT auf.
June 26, 2007 08:30 AM Eastern Daylight Time
Applied Materials to Extend Its Reach in Solar With Acquisition of HCT Shaping Systems
SANTA CLARA, Calif.--(BUSINESS WIRE)--Applied Materials, Inc. today announced that it has agreed to acquire HCT Shaping Systems SA (HCT), a privately-held company based in Switzerland. HCT is the world’s leading supplier of precision wafering systems used principally in manufacturing crystalline silicon (c-Si) substrates for the solar industry. Under terms of the agreement, Applied will pay approximately CHF 583 million (or approximately US$475 million at the current exchange rate) in cash for all of the outstanding shares of HCT. The acquisition is part of Applied’s strategy to accelerate customers' ability to reduce the costs of photovoltaic (PV) cell manufacturing to make solar energy more competitive with grid electricity.
“This acquisition aligns well with our overall strategy to drive down the cost-per-watt of solar power for c-Si and thin film applications,” said Mike Splinter, president and CEO of Applied Materials. “HCT will significantly expand our opportunities in the c-Si PV technology sector, which currently comprises 90% of solar panel production. By combining HCT’s precision wafering systems with Applied’s strong manufacturing technology and global support infrastructure, we believe we can take solar wafer manufacturing to the next level of production efficiency.”
HCT is a pioneer in precision wafering, with technology that also includes products for squaring and cropping ingots and for slurry recovery. After a silicon ingot is formed, HCT’s wafering systems exactly section it into thin substrates for subsequent use in fabricating c-Si solar cells. As a result of the substantial expansion of the solar industry, HCT has recently experienced rapid growth, supplying its products to c-Si solar manufacturers worldwide.
Currently, one of the major challenges in manufacturing solar cells is the cost and supply of the raw silicon material. In c-Si manufacturing, HCT’s precision wafering systems enable customers to significantly reduce the thickness of wafers used to make c-Si solar cells, decreasing silicon usage. In addition, Applied’s products for thin film solar cell manufacturing reduce silicon utilization by forming atomically thin layers of silicon directly from gases onto a glass substrate.
“Our overall solar strategy is to reduce cost-per-watt, and for c-Si, the ‘grams of silicon-per-watt’ is key to this equation,” commented Dr. Mark Pinto, senior vice president and general manager of Applied’s New Business and New Products Group. “HCT’s technology and roadmap to reduce wafer thickness are critical to improving material utilization and will complement our high throughput c-Si ATON deposition system, enabling customers to scale up production and reduce cost.”
Completion of the transaction is subject to customary closing conditions, including receipt of certain non-U.S. regulatory approvals. The parties expect to close the transaction during Applied’s fourth fiscal quarter of 2007.
Applied Materials will discuss this announcement on a conference call today beginning at 2:30pm Pacific Daylight Time. A live webcast of the conference call will be available on Applied’s web site at www.appliedmaterials.com and a replay will be available after 5:00pm Pacific Daylight Time.
This press release contains forward-looking statements relating to Applied’s anticipated acquisition of HCT and expected benefits of the transaction, and Applied’s solar strategy, growth opportunities and product capabilities. These statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those stated or implied, including but not limited to: the satisfaction of closing conditions; the successful integration and performance of the acquired business; the sustainability of demand in the nanomanufacturing technology industry and broadening of demand for emerging applications such as solar, which are subject to many factors, including global economic conditions, business and consumer spending, demand for electronic products, the cost-effectiveness and performance of PV products compared to other energy sources, technological innovations, evolving industry standards, economic incentives for alternative energy, production facility utilization rates, supply of raw materials, and geopolitical uncertainties; Applied’s ability to (i) develop, deliver and support a broad range of products and expand its markets and develop new markets, (ii) accurately predict the characteristics of, and capitalize on, opportunities in the solar market, (iii) obtain and protect intellectual property rights in key technologies, (iv) realize synergies expected to result from the transaction, and (v) hire and retain key employees; and other risks described in Applied’s SEC filings. All forward-looking statements are based on management’s estimates, projections and assumptions as of June 26, 2007, and Applied undertakes no obligation to update any such statements.
Applied Materials, Inc. (Nasdaq:AMAT) is the global leader in Nanomanufacturing Technology™ solutions with a broad portfolio of innovative equipment, service and software products for the fabrication of semiconductor chips, flat panels, solar photovoltaic cells, flexible electronics and energy efficient glass. At Applied Materials, we apply Nanomanufacturing Technology to improve the way people live. Learn more at www.appliedmaterials.com.
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