- 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.
Worries About A Slowdown For KEMET Seem Overdone
February 4th, 2019 · No Comments