SHMD

25 atoms · 跨 6 天 · 首见 2026-04-27 · 最近 2026-06-16

三色: 🟦 fact 18 · 🟥 take 7 · stance ▲15/▼0/◆4

来源: X 25

时态: fresh:25

标签: 好数字:11 · 好信源:9 · 好观点:8 · 好思考:2

叙事 (narrative) (5)

• 2026-05-18 · 资本密集度
  Would only add their points around capital intensity which was very reassuring and credible. So far this was the most convincing bear argument
  tags: 好观点·好思考 · → daily
• 2026-05-18 · 完全稀释后股份数
  pro forma fully diluted share count of 68m - 72m shares
  tags: 好数字 · → daily
  value: qty=68M-72M · date=当前
• 2026-05-18 · 财报电话会议
  I thought the $SHMD call today went quite well.
  tags: 好观点 · → daily
  value: date=2026-05-18
• 2026-05-18 · 与LPKF的竞争关系
  I don't necessarily think Schmid's tech is mutually exclusive or in competition with $LPKF. I am pretty sure that they are if anything complementary points in the TGV process (laser drilling and wet etch + threading).
  tags: 好观点 · → daily
• 2026-05-18 · 客户关系
  On Samsung, they have a board member who was president of Samsung consumer electronics so I’d assume that’s one where they safely have been “in touch”
  tags: 好观点 · → daily

预测 (forecast) (3)

• 2026-05-18 · 稀释后总股本估算
  My calculations (and please do this yourself or crosscheck as it's extremely confusing) basically yield a pro forma fully diluted share count of 68m - 72m shares.
  tags: 好数字·好思考 · → daily
  value: qty=68M - 72M shares
• 2026-05-18 · 恢复利润率展望
  "I don’t see any reason that we wouldn’t be able to achieve those margins"
  tags: 好观点·好信源 · → daily
  value: direction=re-establish historical margins
• 2026-05-18 · XJ持股数据可获取性
  Should get a filing some point soon I’d imagine but nope
  tags: 好观点 · → daily

事实 (fact) (17)

• 2026-05-18 · 历史利润率
  "What I would say is that if you look at 2022, 2023, we had around 20% EBITDA margin and, you know, sort of, let’s call it 14% EBIT margin. I don’t see any reason that we wouldn’t be able to achieve those margins"
  tags: 好数字·好信源 · → daily
  value: qty=20% EBITDA margin, 14% EBIT margin · date=2022, 2023
• 2026-05-07 · 开发竞争性TGVs工艺
  TRUMPF and $SHMD are also developing a competing laser-plus-wet-etching process for TGVs. They explicitly say manufacturers need to create millions of holes in a panel, with glass only 100 micrometers to 1 millimeter thick
  tags: 好观点·好信源 · → daily
• 2026-04-27 · Q1 订单量 (preliminary)
  $SHMD reported preliminary Q1 order intake of €13.6M and revenue of €18.2M
  tags: 好数字 · → daily
  value: qty=€13.6M · date=2026 Q1
• 2026-04-27 · Q1 营收 (preliminary)
  $SHMD reported preliminary Q1 order intake of €13.6M and revenue of €18.2M
  tags: 好数字 · → daily
  value: qty=€18.2M · date=2026 Q1
• 2026-04-27 · 2026 全年营收指引 (reaffirmed)
  reaffirming its 2026 outlook for revenue above €100M
  tags: 好数字 · → daily
  value: qty=€100M · date=FY2026
• 2026-04-27 · 2026 全年调整后 EBITDA 利润率指引 (reaffirmed)
  reaffirming its 2026 outlook for adjusted EBITDA margin above 12%
  tags: 好数字 · → daily
  value: qty=12% · date=FY2026
• 2026-04-27 · 2026 全年订单量指引 (reaffirmed)
  reaffirming its 2026 outlook for order intake of about €114M
  tags: 好数字 · → daily
  value: qty=€114M · date=FY2026
• 2026-06-16 · 获得期权交易
  they have options now
  tags: 好信源 · → daily
• 2026-06-16 · 收到订单类型
  inflection-type orders
  tags: 好信源 · → daily
• 2026-06-09 · manufacturing footprint in China doubled
  $SHMD doubling manufacturing footprint in China
  tags: 好数字 · → daily
  value: qty=2x · date=2026-06-09
• 2026-05-18 · 历史EBITDA利润率
  if you look at 2022, 2023, we had around 20% EBITDA margin
  tags: 好数字 · → daily
  value: qty=20% · date=2022-2023
• 2026-05-18 · 历史EBIT利润率
  let’s call it 14% EBIT margin
  tags: 好数字 · → daily
  value: qty=14% · date=2022-2023
• 2026-05-18 · 合规状态
  The company is now fully compliant.
  tags: 好信源 · → daily
  value: direction=fully compliant
• 2026-04-30 · 发布了Any Layer ET工艺
  $SHMD introduced its Any Layer ET process for full panel-level advanced packaging
  tags: 好信源 · → daily
• 2026-04-30 · Any Layer ET工艺目标应用
  a new substrate manufacturing approach aimed at AI, HPC, and glass-core packaging
  tags: 好信源 · → daily
• 2026-04-30 · Any Layer ET工艺能力
  the platform is built for ultra-fine RDL, vertical interconnects, and high-volume production
  tags: 好信源 · → daily
• 2026-04-27 · 中国当前增长势头支持指引
  The company said current momentum in China supports the guide
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-06-16 · fact · 获得期权交易 · → daily
• 2026-06-16 · fact · 收到订单类型 · → daily
• 2026-06-09 · fact · manufacturing footprint in China doubled · → daily
• 2026-05-18 · fact · 历史EBITDA利润率 · → daily
• 2026-05-18 · fact · 历史EBIT利润率 · → daily
• 2026-05-18 · narrative · 完全稀释后股份数 · → daily
• 2026-05-18 · narrative · 财报电话会议 · → daily
• 2026-05-18 · fact · 合规状态 · → daily
• 2026-05-18 · fact · 历史利润率 · → daily
• 2026-05-18 · forecast · 恢复利润率展望 · → daily
• 2026-05-18 · forecast · 稀释后总股本估算 · → daily
• 2026-05-18 · narrative · 与LPKF的竞争关系 · → daily
• 2026-05-18 · narrative · 客户关系 · → daily
• 2026-05-18 · narrative · 资本密集度 · → daily
• 2026-05-18 · forecast · XJ持股数据可获取性 · → daily
• 2026-05-07 · fact · 开发竞争性TGVs工艺 · → daily
• 2026-04-30 · fact · 发布了Any Layer ET工艺 · → daily
• 2026-04-30 · fact · Any Layer ET工艺目标应用 · → daily
• 2026-04-30 · fact · Any Layer ET工艺能力 · → daily
• 2026-04-27 · fact · Q1 订单量 (preliminary) · → daily

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