The Imposter is Suss (MicroTec)

Mar 31

Suss MicroTec has near 100% revenue exposure to leading edge semiconductor equipment (advanced packaging & front-end logic) trading at EV/Revenue multiples 1/3 to 1/5 of US semicap majors.

1 Comment

UnsolicitedNotFinancialAdvice

Are you still bullish on SUSS? Do you think it has a room to run?

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