External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Ichor is a semi-cap subsystem provider with a $1.2 billion market cap recommended for investment in the bottoming semi-cap cycle</li><li>Other semi-cap stocks have seen gains in the last 18 months, but Ichor has not, presenting potential growth opportunity</li><li>With a focus on improved profit margins and majority revenue from top customers, Ichor is positioned for success with potential upside of at least 60% and the opportunity to more than double through the cycle.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Ichor is a semi-cap subsystem provider with a $1.2 billion market cap recommended for investment in the bottoming semi-cap cycleOther semi-cap stocks have seen gains in the last 18 months, but Ichor has not, presenting potential growth opportunityWith a focus on improved profit margins and majority revenue from top customers, Ichor is positioned for success with potential upside of at least 60% and the opportunity to more than double through the cycle.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Ichor Holdings Ltd (ICHR) - Sunday, Jun 2, 2024