bullish

SUMCO Corp

SUMCO (3436 JP): CEO Describes Tight Supply, Rising Prices

363 Views15 Jan 2022 13:56
Tight supply and rising prices for silicon wafers points to sales growth and margin expansion for at least 2-3 years. Capacity expansion lagging demand. Further upside potential 20% or more.
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Scott Foster
Independent Insight Provider, Japanese equities
LightStream Research
JapanInformation TechnologyEquity Bottom-UpThematic (Sector/Industry)
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