bullish
[ACM Research Inc. (ACMR US, BUY, TP US$30) Earnings Preview]: Tool Monopoly for Next YMTC Expansion
228 Views27 Apr 2023 08:31
We expect ACMR to report C1Q23 top-line and IFRS net income 2.8% and 83% vs. consensus. We expect it to raise the mid-point of its guidance to US$560mn~, due to YMTC orders and 4Q23 order visibility;
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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