Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Kulicke And Soffa Industries, / Equity Bottom-Up

<ul><li>Kulicke and Soffa Industries reported its fiscal fourth quarter 2024 results, highlighting several key developments and challenges.</li><li>The company's revenue for the quarter was $181.3 million with a reported non-GAAP EPS of $0.34.</li><li>The results were influenced by improvements in some end markets but were hindered by continued softness in others, particularly the LED segment.</li></ul>

Kulicke and Soffa Industries reported its fiscal fourth quarter 2024 results, highlighting several key developments and challenges.The company's revenue for the quarter was $181.3 million with a reported non-GAAP EPS of $0.34.The results were influenced by improvements in some end markets but were hindered by continued softness in others, particularly the LED segment.

Kulicke and Soffa Industries: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond!  - Major Drivers

<ul><li>Kulicke and Soffa Industries Inc., a global provider of semiconductor assembly equipment, reported its fiscal third quarter 2024 results with a focus on strategic growth initiatives and progress in various sectors.</li><li>The company has been actively working in areas such as advanced packaging, advanced dispense qualifications, and adopting new ball bonding solutions.</li><li>During the earnings call, the company highlighted its involvement with the U.S.-Joint semiconductor consortium, aiming to foster collaboration in advanced packaging production solutions.</li></ul>

Kulicke and Soffa Industries Inc., a global provider of semiconductor assembly equipment, reported its fiscal third quarter 2024 results with a focus on strategic growth initiatives and progress in various sectors.The company has been actively working in areas such as advanced packaging, advanced dispense qualifications, and adopting new ball bonding solutions.During the earnings call, the company highlighted its involvement with the U.S.-Joint semiconductor consortium, aiming to foster collaboration in advanced packaging production solutions.

Kulicke and Soffa Industries: Expansion in Thermocompression Bonding & Hybrid Bonding Technologies & Other Major Drivers

<ul><li>Kulicke and Soffa Industries Inc. recently presented its fiscal second quarter results for 2024, revealing a mixed financial performance amid ongoing market challenges and strategic repositioning.</li><li>The company, a key player in the advanced semiconductor assembly equipment industry, has indicated both headwinds and promising engagements that suggest a complex yet potentially rewarding future.</li><li>Starting with the positives, Kulicke and Soffa has continued to innovate and secure significant purchase orders, such as the 1,000 unit RAPID Pro system order from a rapidly growing Assembly and Test company.</li></ul>

Kulicke and Soffa Industries Inc. recently presented its fiscal second quarter results for 2024, revealing a mixed financial performance amid ongoing market challenges and strategic repositioning.The company, a key player in the advanced semiconductor assembly equipment industry, has indicated both headwinds and promising engagements that suggest a complex yet potentially rewarding future.Starting with the positives, Kulicke and Soffa has continued to innovate and secure significant purchase orders, such as the 1,000 unit RAPID Pro system order from a rapidly growing Assembly and Test company.

Kulicke and Soffa Industries Inc.: The Story Behind The Memory Market Recovery and Technology Transition! - Major Drivers

<ul>
<li>This is our first report on capital equipment manufacturer, Kulicke and Soffa Industries Inc.</li>
<li>The company delivered their Q1 2024 earnings recently, announcing an impressive revenue of $171.2 million for the December quarter.</li>
<li>However, not all news from the call was as positive because GAAP net income stood at only $9.3 million, alongside non-GAAP earnings per share at $0.3. However, this was still slightly higher than the guidance midpoint.</li>
</ul>


This is our first report on capital equipment manufacturer, Kulicke and Soffa Industries Inc.
The company delivered their Q1 2024 earnings recently, announcing an impressive revenue of $171.2 million for the December quarter.
However, not all news from the call was as positive because GAAP net income stood at only $9.3 million, alongside non-GAAP earnings per share at $0.3. However, this was still slightly higher than the guidance midpoint.


Kulicke and Soffa Industries: A Story Of Continued Leadership in Core Markets

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Event-Driven

<ul>
<li>The second PE rumoured interest in ASMPT in 18 months, with KKR circling.</li>
<li>Semiconductor M&amp;A has surged in 2024 YTD with a 33% increase in deal activity compared to 2023.</li>
<li>ASM's leadership in TCB, potential growth within HBM, expansion at TSM and enabling the Nvidia Blackwell platform are all reasons for M&amp;A interest.</li>
</ul>


The second PE rumoured interest in ASMPT in 18 months, with KKR circling.
Semiconductor M&amp;A has surged in 2024 YTD with a 33% increase in deal activity compared to 2023.
ASM's leadership in TCB, potential growth within HBM, expansion at TSM and enabling the Nvidia Blackwell platform are all reasons for M&amp;A interest.


ASMPT (ASM Pacific). 522 HK. M&A. Takeover Target Talk. Déjà Vu ?

United States

Kulicke and Soffa Industries, Inc. designs, manufactures, and markets capital equipment, related spare parts, and packaging materials used to assemble semiconductor devices. The Company also services, maintains, repairs, and upgrades assembly equipment. Kulicke's equipment is used in wire bonding systems, wafer dicing saws, and die bonders.

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Kulicke And Soffa Industries, (KLIC US)

Kulicke and Soffa Industries: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

Kulicke and Soffa Industries reported its fiscal fourth quarter 2024 results, highlighting several key developments and challenges. The company's...

Baptista Research

Kulicke and Soffa Industries: Expansion in Thermocompression Bonding & Hybrid Bonding Technologies & Other Major Drivers

Kulicke and Soffa Industries Inc., a global provider of semiconductor assembly equipment, reported its fiscal third quarter 2024 results with a...

Baptista Research

Kulicke and Soffa Industries Inc.: The Story Behind The Memory Market Recovery and Technology Transition! - Major Drivers

Kulicke and Soffa Industries Inc. recently presented its fiscal second quarter results for 2024, revealing a mixed financial performance amid...

Baptista Research

Kulicke and Soffa Industries: A Story Of Continued Leadership in Core Markets

This is our first report on capital equipment manufacturer, Kulicke and Soffa Industries Inc. The company delivered their Q1 2024 earnings...

Baptista Research

ASMPT (ASM Pacific). 522 HK. M&A. Takeover Target Talk. Déjà Vu ?

Private equity interest in ASMPT has surged due to its leadership in TCB, potential growth in HBM, expansion at TSM, and enabling the Nvidia...

Neil Campling

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Kulicke and Soffa Industries: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

Kulicke and Soffa Industries reported its fiscal fourth quarter 2024 results, highlighting several key developments and challenges. The company's...

Baptista Research

Kulicke and Soffa Industries: Expansion in Thermocompression Bonding & Hybrid Bonding Technologies & Other Major Drivers

Kulicke and Soffa Industries Inc., a global provider of semiconductor assembly equipment, reported its fiscal third quarter 2024 results with a...

Baptista Research

Kulicke and Soffa Industries Inc.: The Story Behind The Memory Market Recovery and Technology Transition! - Major Drivers

Kulicke and Soffa Industries Inc. recently presented its fiscal second quarter results for 2024, revealing a mixed financial performance amid...

Baptista Research

Kulicke and Soffa Industries: A Story Of Continued Leadership in Core Markets

This is our first report on capital equipment manufacturer, Kulicke and Soffa Industries Inc. The company delivered their Q1 2024 earnings...

Baptista Research

ASMPT (ASM Pacific). 522 HK. M&A. Takeover Target Talk. Déjà Vu ?

​Private equity interest in ASMPT has surged due to its leadership in TCB, potential growth in HBM, expansion at TSM, and enabling the Nvidia...

Neil Campling

Private equity interest in ASMPT has surged due to its leadership in TCB, potential growth in HBM, expansion at TSM, and enabling the Nvidia...