- The company is enjoying structural tailwinds as ever more electronics go into ever more stuff, as well as an enhanced market presence after a significant acquisition.
- Recent weakness in some segments seems to be abating and management predicts an upturn in the second half of the year.
- The company will also enjoy considerable leverage with accelerated cost synergies materializing this year.
- However, the macro environment just turned much more uncertain, which is unfortunate.
Cohu Shares Are Very Attractive
May 19th, 2019 · No Comments