ABGSC Capital Goods Research | Karl Bokvist | Olof Cederholm | Anders Idborg
13 pages
Another Q1 bounce, orders 7% better, solid execution. Moving closer to semi bottom; adj. EBIT +3%. High P/E, but compounding means core holding for LT investors. HOLD.
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Author:
ABGSC Capital Goods Research | Karl Bokvist | Olof Cederholm | Anders Idborg
Pages:
13
Another Q1 bounce, orders 7% better, solid execution. Moving closer to semi bottom; adj. EBIT +3%. High P/E, but compounding means core holding for LT investors. HOLD.
