Transtema: 5G Layoffs and Preview Q2 2023 - Redeye

Redeye retains its positive view of Transtema despite lowering our forecasts and Base Case. While management highlighted a weaker 5G market in the Q1 2023 report, the situation seems to have worsened. Despite raising some questions regarding the UBConnect acquisition, management must handle a downturn, and we believe the long-term prospects are solid. Also, even with our estimate cuts, Transtema is trading at a low valuation multiple in relative and absolute terms.

Länk till analysen i sin helhet: https://www.redeye.se/research/917889/transtema-5g-layoffs-and-preview-q2-2023?utm_source=finwire&utm_medium=RSS