Share price down 24% from March high. Guiding for YoY profit decline in H2 of this FY, but probably conservative due to strong AI related foundry and high bandwidth memory demand. Buy on weakness.
What is covered in the Full Insight:
FY Mar-24 Results
Management Forecast for FY Mar-25
Sales Forecast by Region
SPE Market Conditions and Demand
Valuation
SUMMARY
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