Asetek: Look through the short-term setbacks - SEB

The leading supplier of liquid cooling technology, Asetek, released soft Q2 earnings and downgraded its earnings guidance. Although some negative margin impacts, an investment ramp-up and normalisation in the gaming market could limit investor sentiment in the short term, we remain positive about the long-term growth potential of its investment story and see significant upside potential from the Datacenter and SimSports franchises.

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