Asetek: Another strong quarter ahead - SEB

We expect strong growth to continue in Q2, mainly driven by a combination of easy comps and continued strong demand from the global gaming market. We believe Asetek is on track to deliver the high end of its full-year revenue guidance. However, we have lowered our gross margin assumptions, mainly reflecting short-term cost inflation and negative FX movements. Our mid-point DCF valuation is unchanged at NOK 160 per share.

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