Smart Eye: Good Quarter and Entering Inflection Point - Redeye
Redeye concludes that Q4 was a good quarter for Smart Eye. In Automotive, two new OEMs entered production but did not ramp volumes as fast as we had thought. Research delivered above expectations with 41% organic growth. Also, Smart Eye reiterates that its market position in the current RFQs is strong. Redeye will lower estimates for Automotive somewhat and lower its valuation by 5-10%, but still sees a very big upside to its Base Case.
Länk till analysen i sin helhet: https://www.redeye.se/research/834274/smart-eye-good-quarter-and-entering-inflection-point?utm_source=finwire&utm_medium=RSS