Asm International N.v. · EURONEXT:ASM
Asm International — Shareholder Meeting (May 2017)
9 slides from Asm International's shareholder meeting presentation, May 22, 2017
Slide 1: ASMI AGM 2017 Agenda Item 13
ASMI AGM 2017 AGENDA ITEM 13 May 22, 2017 May 22, 2017 | ASMI annual meeting of shareholders | 1
Slide 2: Cautionary Note Regarding Forward-Looking Statements
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS Cautionary Note Regarding Forward-Looking Statements: All matters discussed in this presentation, except for any historical data, are forward-looking statements. Forward-looking statements involve risks and uncertainties that could cause actual re
Slide 3: Commitment to Long Term Shareholders Value Creation
COMMITMENT TO LONG TERM SHAREHOLDERS VALUE CREATION ›! In the past 5 years the market has started to recognize the value of the Front-end activities ›! Management is of the opinion that the current share price still doesn’t reflect the full value of those activities ›! Management continues to regula
Slide 4: The Value of a Significant Stake in ASMPT
THE VALUE OF A SIGNIFICANT STAKE IN ASMPT ›! Significant stake in ASMPT has been essential in achieving today’s customer relationships and leading position in ALD ›! It continues to be a positive factor in further expanding business with key customers ›! Significant stake in ASMPT provides stronger
Slide 5: 'Sum-of-the-Parts' 2017 vs. 2009
ASMI ‘SUM-OF-THE-PARTS’ 2017 VS. 2009 EUR million 4.000 !3,380m 3.500 3.000 !1,900m 2.500 2.000 Value ASMPT stake 1.500 Implied value Front-end 1.000 !333m !1,480m 500 !484m - ! -/- 150m -500 Jan-1-2009 May-19-2017 ›! Increase in value ’09-17: EUR 3.0b ›! This excludes EUR 0.5bn in cash returned to
Slide 6: Total Return per Share 2017 vs. 2009
ASMI TOTAL RETURN PER SHARE 2017 VS. 2009 EUR/share 70 !62.8 60 !55.5 50 40 Cumulative dividends and 30 capital return '09-'16 ASMI share price 20 10 !6.5 - Jan-1-2009 May-19-2017 Incl. cumulative cash returned to shareholders ›! Annual average total shareholder return ’09-’17: 36% May 22, 2017 | AS
Slide 7: Cumulative Shareholder Return 2009-2017
ASMI CUMULATIVE SHAREHOLDER RETURN 2009-2017 1400% 1200% ASMI 1000% ASML 800% AMAT LAM 600% ASMPT 400% 200% 0% -200% ›! Comparison Includes dividend of same payouts sectorand companies redistribution of capital ›! Includes dividend payouts and redistribution of capital May 22, 2017 | ASMI annual mee
Slide 8: ASMI's Strategy Is Successful
ASMI’S STRATEGY IS SUCCESSFUL ›! Built a leading position in ALD !! Number 1 in single wafer ALD market !! Broadest portfolio of ALD technologies, e.g. for high-k metal gate, multiple patterning, new 3D-NAND applications ›! Achieved strong relationships with key customers !! We supply in HVM to all
Slide 9: May 22, 2017 | ASMI annual meeting of shareholders
May 22, 2017 | ASMI annual meeting of shareholders | 9