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Aixtron Aktiengesellschaft (AIXG)

  • Jan. 30, 2012, 12:56 PM
    Philips' (PHG -2%) soft Q4 report (I, II), which was followed by earnings call remarks forecasting the recent weakness seen in Philips' Lumileds LED product line will continue in 1H12, appears to be pressuring the shares of other LED industry players. CREE -3.6%. LEDS -4.7%. AIXG -3.9%.
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  • Jan. 17, 2012, 4:22 PM
    More on Cree's FQ2 report: The company expects FQ3 revenue of $290M-$310M and EPS of $0.18-$0.25, below a consensus of $321.4M and $0.30. Its gross margin was 35.3%, down 210 bps Q/Q and 1240 bps Y/Y. SG&A expenses rose 47% Y/Y (boosted by the Rund acquisition), far outpacing revenue growth of 18%. CREE -4.9% AH. Also lower: AIXG -0.9%. VECO -2.2%. (PR)
  • Dec. 15, 2011, 11:47 AM
    Lam Research's (LRCX -3.7%) proposed acquisition (I, II) of Novellus (NVLS +21.1%) is giving a lift to several of the companies' peers, as investors hope the merger of the third and fourth largest U.S. chip equipment makers will spur further consolidation in the downtrodden industry. UTEK +5.8%. CYMI +4.1%. NANO +3.7%. KLIC +4.6%. ASMI +3.3%. AIXG +3.5%. MKSI +3.2%.
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  • Nov. 21, 2011, 9:58 AM
    The LED industry has high hopes for China (I, II), but for now, the Chinese market is as plagued by the industry's near-term woes as other locales, if not more so. Fierce competition among an estimated 5K-6K local suppliers of LED packages has led to "high levels of inventory and oversupply," which in turn has led to plummeting prices for both packages and chips. (earlier)
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  • Nov. 21, 2011, 9:00 AM
    Premarket gainers: GEDU +96%. VRUS +86%. INHX +30%. CLDX +8%. CTIC +6%. CLWR +6%. DNDN +6%. CBE +5%.
    Losers: GERN -7%. KYG -6%. GILD -6%. RIO -5%. FRO -5%. RDN -4%. LNKD -4%. MT -4%. AIXG -3%. INVN -3%. GMCR -3%. CIM -3%. RIMM -3%. ANR -3%. BCS -3%. JEF -3%. AKS -3%. MPEL -3%. MU -3%. RMBS -3%. BHP -3%. DB -3%. TM -3%. NOK -3%. IHG -3%. BIDU -3%. PCX -3%. VALE -3%.
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  • Nov. 10, 2011, 5:24 PM
    Crashing LED prices might be a short-term nightmare for industry players, but they're speeding up the pace at which LEDs become competitive with rival lighting technologies. Firms are targeting LED package prices of 500 lumens/dollar for 2012, and 1,000 lumens/dollar for 2015, putting them five years ahead of DOE targets. (previously)
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  • Nov. 9, 2011, 9:26 AM
    The October sales figures posted by 6 Taiwanese LED firms provide more reason for Western industry players such as CREE, RBCN, AIXG, and VECO to be concerned about near-term industry trends. 5 of the 6 companies posted Y/Y sales declines, with 3 reporting declines north of 25%. SemiLEDs (LEDS), whose manufacturing facilities are in Taiwan, reported weak earnings yesterday.
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  • Nov. 4, 2011, 10:41 AM
    Shares of LED lighting leader Cree (CREE +6.3%) pop on an AP report that China will phase out incandescent light bulbs within five years. China will ban imports and sales of 100-watt and higher incandescent bulbs from Oct. 1, 2012, the country's main planning agency says. Related stocks: LEDS +8.1%, VECO +7.1%, AIXG +2.7%.
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  • Oct. 21, 2011, 10:24 AM
    Aixtron (AIXG -3.6%) trades lower after Kaufman cuts the shares to Hold, citing increased competition and lower demand coming out of China.
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  • Oct. 17, 2011, 10:29 AM
    Morgan Stanley is declaring LED chipmaker Cree (CREE -7%) a tactical sell, believing shares will sell off following tomorrow's FQ1 report due to weak guidance. Meanwhile, Canaccord is downgrading LED equipment maker Veeco (VECO -7.3%) to Sell. LED equipment maker Aixtron (AIXG -6.7%) and wafer maker Rubicon (RBCN -9.4%) are also off sharply.
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  • Oct. 10, 2011, 10:38 AM
    European tech names are among the big winners in early trading, as shares are bolstered by macro news and hopes. ARMH +6.5%. STM +5.4%. NXPI +4.4%. ERIC +5.2%. NOK +5.1%. ALU +5.4%. AIXG +4.5%.
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  • Sep. 30, 2011, 3:29 PM
    A number of Euro tech names are underperforming, as the EU's inflation report once more bring the continent's economic woes into the spotlight. ALU -7.3%. ERIC -3.1%. NXPI -5.1%. VELT -5.7%. AIXG -8.2%. ASML -3.6%.
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  • Sep. 23, 2011, 1:25 PM
    Aixtron SE (AIXG +1.3%) gets a lift from Keybanc initiating coverage with a hold, noting it's optimistic about the company's underlying demand trends for MOCVD tools and its ability to maintain market share.
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  • Sep. 15, 2011, 9:01 AM
    Aixtron (AIXG) -14.5% premarket after the German chip equipment maker sharply cuts its outlook for 2011 sales and operating margin. The news is "a massive negative surprise," said Equinet's Adrian Pehl, cutting his rating for the stock to Reduce from Buy. "The guidance was cut to the extent that one quarter's revenue would be missing."
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  • Aug. 23, 2011, 5:33 PM
    German chip equipment maker Aixtron (AIXG) rose 10% today on analyst speculation the company could be a buyout target due to the recent decline in its shares. One analyst suggests Applied Materials (AMAT) is a potential buyer, while another thinks the Chinese government could make a bid.
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  • Aug. 17, 2011, 9:16 AM
    Deutsche downgrades Aixtron (AIXG) to Hold from Buy, expecting the German tech concern to see an 11% guidance miss this year combined with a small revenue decline for FY12. Shares -8.9% premarket.
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Company Description
Aixtron SE provides deposition equipment to the semiconductor industry. Its solutions are used to build components for electronic and opto-electronic applications based on compound, silicon, or organic semiconductor materials.