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BE Semiconductor Industries NV (BESI.AS) — chart, structure and Closelooknet read

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The desk on BESI.AS

What this diary said about BE Semiconductor Industries NV, what it holds and what would change its view — in its own words, dated. Investment diary, not advice.

What we hold

BookPositionSinceResult
AI Cycle 2030 (wikifolio) ↗ 11 shares · average entry €202.48 — —

Model books as of the latest close; wikifolio positions from the official wikifolio data, entries in euros. Results are unrealised, before any exit. A record of what the diary does, not a recommendation to do the same.

Signals for this name

Every Closelooknet reading that exists for BESI.AS, from the same nightly bakes the boards use. Research diary readings, not advice.

Versus its index Rubin Build-Out 100 · Euro-AI 50 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelooknet index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-09-25

DayWeekMonth3 months
BESI.AS+0.1%+0.5%−3.8%−34.7%
Advanced Packaging & Bonding+0.3%+4.8%+2.1%—
Rubin Build-Out 100+1.7%+5.0%+4.1%—

Against the index: 4.5 pts behind on the week, 7.9 pts behind on the month; against its Advanced Packaging & Bonding sleeve 5.9 pts behind on the month.

Euro-AI 50 · as of 2026-09-25

DayWeekMonth3 months
BESI.AS+0.1%+0.5%−3.8%−34.7%
Euro-AI 50+0.4%+1.8%−3.7%—

Against the index: 1.3 pts behind on the week, 0.1 pts behind on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Mentioned on Closelooknet 1 piece · newest: Midday 10, “Chips up again, software down again — Friday's split is turning into a trend” (2026-09-08)

Mentioned on Closelooknet

Where BESI.AS appears in the diary — 1 piece, newest first. Every link is our own writing.

Dailies

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 62/100 · S&P 500 fund at 67, bullish alignedEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-25
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 99th percentile of the window, +8.4% over 20 sessions. Factor regime → 2026-09-25
  • Sector × region Technology in Europe: +0.7% week · +4.9% month · +13.8% quarter · +14.3% yearThe Sector Engine cell this name lives in, from EXH1.XETRA; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-26
  • Sovereign pressure Index 0.61 · up 0.29 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-25
Who it is priced against Rubin Build-Out 100 · Advanced Packaging & Bonding · 5 names with week and year-to-date

Peer group

Rubin Build-Out 100 · Advanced Packaging & Bonding

CoWoS, hybrid bonding, and chiplet integration. The packaging bottleneck the Rubin thesis is built around.

Compared against BESI.AS on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — BE Semiconductor Industries NV

BESI.AS in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
BE Semiconductor Industries makes equipment that attaches and packages chips after they leave the wafer fab: die bonders, packaging systems and plating lines sold under the Fico, Meco, Datacon and Esec brands. Its customers are chipmakers, foundries and the subcontractors that assemble finished packages. It is based in Duiven, the Netherlands.
Where it sits in the stack
In our index, the Rubin Build-Out 100, Besi sits in Layer 3, Assembly & Test, within the Advanced Packaging & Bonding sleeve covering hybrid bonding and chiplet integration. Its bonding tools are a constraint on how fast packaging houses can move stacked chips through this stage of the build-out.
Who it is priced against
Closelooknet's peer group for this sleeve is Advanced Packaging & Bonding, and puts Besi with Nordson, Hanmi Semicon, Kulicke and Soffa, ASM Pacific Technology and LPKF Laser; the wider market also names Applied Materials as a comparison in packaging tools.
Why Closelooknet tracks it
Besi holds a seat in the Rubin Build-Out 100 and in our Euro-AI 50, and it carries a Closelooknet score with quality as its strongest module and momentum as the weakest. The diary's movers and fastest-fallers features have both flagged it recently.
What the diary watches
Whether order flow for hybrid bonding tools picks up as customers commit to chiplet packaging, which would work against the weak momentum reading now on record.

BE Semiconductor Industries NV (BESI.AS) trades on the AS exchange in Netherlands, classified under Technology, and sits in Layer 3 of the build-out stack. Constituent of Rubin Build-Out 100 and Euro-AI 50.

The Closelooknet company score reads 50/100 composite (momentum 23, quality 85, valuation 25) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Dividends and capital return trailing yield 0.84%, annual · buybacks 82 m EUR in FY2025

Dividends and capital return

What BESI.AS pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 1.58 EUR per share · a 0.84% yield on the 2026-09-25 close 1 distribution, paid once a year 2026-09-25
  • Change on the year −27.5% against the prior twelve months prior twelve months 2.18 EUR per share
  • Last distribution 1.58 EUR per share as the price series records it, within days of the ex-date 2026-04-27
  • By calendar year 2024: 2.15 EUR (partial) · 2025: 2.18 EUR · 2026: 1.58 EUR to date first distribution recorded in the three-year window: 2024-04-29
  • Dividends paid, FY2025 173 m EUR 60% of earnings
  • Buybacks, FY2025 82 m EUR 0.5% of today's market value
  • Share count −2.6% in FY2025 16 m EUR of stock-based compensation in the year
  • Capital returned 255 m EUR · 157% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-09-26

Quick answers

What is BE Semiconductor Industries NV (BESI.AS)?

BE Semiconductor Industries NV trades as BESI.AS on the AS exchange (Netherlands) and is classified under Technology in the Closelooknet research universe, as of the registry build of 2026-09-26.

Is BESI.AS in a Closelooknet index?

Yes — BE Semiconductor Industries NV is a constituent of Rubin Build-Out 100 and Euro-AI 50, as of 2026-09-26.

What is BE Semiconductor Industries NV's Closelooknet composite score?

50 out of 100, with momentum 23, quality 85 and valuation 25 sub-scores, as of 2026-09-26. Scores are Closelooknet's own research readings, not ratings or investment advice.

Where does BESI.AS trade against its moving averages?

Death cross: Its 50-day crossed below its 200-day 4 sessions ago — a death cross, the classic trend-turn-lower. As of 2026-09-24 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How is BESI.AS doing against its Closelooknet index?

Over the past month BE Semiconductor Industries NV is −3.8% against +4.1% for the Rubin Build-Out 100 — 7.9 points behind its index, as of 2026-09-25. Its Advanced Packaging & Bonding sleeve is +2.1% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

Where has Closelooknet written about BE Semiconductor Industries NV?

BE Semiconductor Industries NV appears in 1 Closelooknet piece, most recently Midday 10: Chips up again, software down again — Friday's split is turning into a trend (2026-09-08). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

Does Closelooknet hold BE Semiconductor Industries NV?

Yes — AI Cycle 2030 (wikifolio): 11 shares · average entry €202.48. A record of what the diary does, not a recommendation to do the same.

What does BE Semiconductor Industries NV do?

BE Semiconductor Industries makes equipment that attaches and packages chips after they leave the wafer fab: die bonders, packaging systems and plating lines sold under the Fico, Meco, Datacon and Esec brands. Its customers are chipmakers, foundries and the subcontractors that assemble finished packages. It is based in Duiven, the Netherlands. Closelooknet's peer group for this sleeve is Advanced Packaging & Bonding, and puts Besi with Nordson, Hanmi Semicon, Kulicke and Soffa, ASM Pacific Technology and LPKF Laser; the wider market also names Applied Materials as a comparison in packaging tools.

Where does BE Semiconductor Industries NV sit in the AI build-out?

In our index, the Rubin Build-Out 100, Besi sits in Layer 3, Assembly & Test, within the Advanced Packaging & Bonding sleeve covering hybrid bonding and chiplet integration. Its bonding tools are a constraint on how fast packaging houses can move stacked chips through this stage of the build-out. Besi holds a seat in the Rubin Build-Out 100 and in our Euro-AI 50, and it carries a Closelooknet score with quality as its strongest module and momentum as the weakest. The diary's movers and fastest-fallers features have both flagged it recently.

Does BE Semiconductor Industries NV pay a dividend?

BE Semiconductor Industries NV has paid 1.58 EUR per share over the last twelve months, paid once a year, a trailing yield of 0.84% on the 2026-09-25 close; the last distribution recorded in the price series was 1.58 EUR on 2026-04-27. In fiscal 2025 the company paid 173 m EUR in dividends and bought back 82 m EUR of its own shares, 157% of that year’s free cash flow. The share count fell 2.6% over the fiscal year. The "Dividends and capital return" block on this page carries the lines.

What does this page show?

A live price chart with SMA overlays and drawing tools for BESI.AS, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

Related in the Closelooknet universe

same Closelooknet index seat first, then Semiconductor Equipment & Materials. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.