Sumco
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Consensus Narrative from 17 Analysts
Modernizing Plants Will Enable Production Of Leading-Edge Wafers To Meet Future Demand
Key Takeaways Sumco's production enhancements and restructuring efforts aim to improve profitability by focusing on high-demand, leading-edge wafers and optimizing operational efficiency. Strategic modernization of plants and focus on advanced wafers position Sumco for stable earnings growth in high-margin tech areas like AI and memory applications.
View narrativeJP¥1.61k
FV
32.7% undervalued intrinsic discount8.42%
Revenue growth p.a.
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10 days ago author updated this narrative