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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 […]

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KEMET shares have fallen 40% from the top set in July. Apparently, investors are bracing for serious trade trouble. The company’s exposure to US tariffs on Chinese imports seems manageable, as some tariffs can be passed on and production can shift to other locations. Less certain are the effects of possible Chinese retaliation, especially if […]

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The shares of KEMET have recently sold off quite substantially while the news out of the company isn’t really predicting any deterioration in its businesses. Quite the contrary, the company has significicantly increased guidance for the year and the shares aren’t expensive. The one risk is a possible escalation of US-Chinese trade tensions. Source: KEMET […]

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Here is a company that is producing at full capacity in sectors characterized by excess demand. Investors worry that the excess demand can turn, but management has given us a few good reasons not to overly worry here as it’s unlikely to disappear any time soon. What the company is doing is raising CapEx substantially, […]

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The shares of Kemet have been on a tear, but the last couple of months have seen a good deal of profit taking. That is understandable, given the run-up, but we see quite a few reasons to be optimistic here. There is still solid demand, the company is supply constrained in many of its businesses, […]

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