Transtema Q2 2023: Soft Q2, Encouraging Outlook - Redeye

Redeye will keep its positive view of Transtema following a softer Q2 than expected but with slightly more positive comments about 5G. While the rapid cut in demand for 5G and the related layoffs had a larger impact on Q2 than we expected, the situation within 5G seems to have stabilized. Also, management seems confident in gradually getting back to its margin target. We will likely lower our short-term forecasts while maintaining our long-term assumptions.

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