Marubeni & Secom To Launch Tender Offer for Arteria Networks (4423)

Arteria Networks (4423) Tender Launches 5 July.

Arteria Networks (Buy)- Aggressive Growth Plans Highlight Market Potential

Arteria Networks (Buy) - Q4 21 Results Reaction: Between a Rock and a Hard Place

Arteria Networks (Buy) - Q1 22 Results Reaction: In-Line Quarter Includes 7% Revenue Growth

Arteria Networks (Buy) - Q3 21 Results Reaction: Profitability Beat Should Help with Recent Weakness

Telco/Internet specialist

Kirk Boodry

Redex Research

Equity Bottom-Up

<ul>
<li>Favorable industry trends like work from home and expanding mobile data usage are helping drive Arteria revenue growth</li>
<li>Headline profits are down but core OP is up when one-time gains last year are stripped out and quarterly results will start to look better in H2 when fully lapped</li>
<li>Management says macro concerns such as inflation and power costs are manageable and FY targets remain unchanged</li>
</ul>


Favorable industry trends like work from home and expanding mobile data usage are helping drive Arteria revenue growth
Headline profits are down but core OP is up when one-time gains last year are stripped out and quarterly results will start to look better in H2 when fully lapped
Management says macro concerns such as inflation and power costs are manageable and FY targets remain unchanged


Arteria Networks (Buy) - Q2 22 Results Reaction: Core Business Growth Intact

ARTERIA Networks Corp

Arteria Networks (Buy) - Q2 22 Results Reaction: Core Business Growth Intact