Hoya Corp Watchlist
Hoya – Getting Towards Genuinely Bullish Levels of Cheapness
445 Views, 06 May 2022 21:24
- Hoya’s 4Q beat slightly with revenue beating consensus by 2.2% and PBT beating by 7.0%.
- Those beats were better than peers such as Advantest and Lasertec and qualitative guidance suggests that YoY growth is likely driven by the Lifecare segment in particular.
- That contrasts with our negative outlook for peer momentum and we expect Hoya’s recent underperformance to reverse in short order.