WA
Consensus Narrative from 2 Analysts
Product Mix Shift And Legal Disputes May Squeeze Margins, Yet New Products Could Provide Future Upside
Key Takeaways A shift in product mix towards lower-margin BRICK Products may compress margins, affecting future profitability. Intellectual property disputes with Delta Electronics could lead to elevated legal costs, impacting net margins.
View narrativeUS$46.50
FV
7.8% overvalued intrinsic discount11.96%
Revenue growth p.a.
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25 days ago author updated this narrative