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Worries About A Slowdown For KEMET Seem Overdone

February 4th, 2019 · No Comments

  • Shares sold off heavily on a slight revenue disappointment in Q3, but earnings and margins keep on improving.
  • There is some softness in Asia, but some of that is temporary and the company is offsetting this to some extent by negotiated price increases in MLCCs.
  • Longer term, demand seems solid under impulse of 5G and EVs, and given the low valuation, the shares have already factored in a considerable slowdown.

Source: Worries About A Slowdown For KEMET Seem Overdone – KEMET Corp. (NYSE:KEM) | Seeking Alpha

Tags: KEM