bullish

ASEH (3711.TT; ASX.US): Slight Upside in 2Q25; Uncertainty Expected in 2H Due to Tariffs.

247 Views30 Apr 2025 10:44
​2Q25 OSAT revenue to grow 9-11% QoQ, EMS revenue to decline 10% YoY. Automotive segment remains conservative, high-end demand strong, inventory correction for low-end products.
What is covered in the Full Insight:
  • 1Q25 Results Overview
  • 2Q25 Outlook and Forecast
  • Discussion on Tariffs and Market Impact
  • Investment and Capex Strategy
  • Long-term Market Projections
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Patrick Liao
Taiwan Tech Focused Senior Analyst
TaiwanInformation TechnologyEquities
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