Reporting a flat q-o-q EBITDA; USD 144.6mDPS of 49 cents (14.5% running yield)Q2 set to be impacted by the warIncreased cost of ~30m expected in Q2, which puts the guided EBITDA at USD ~110m (ARCe)Consensus is at USD 142m and estimates are set to come down after todaySoft report, but management is positive on H&H, while Auto exports from Asia is still strongWe see the stock trading down today
