• 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 Should Rebounce – KEMET Corp. (NYSE:KEM) | Seeking Alpha