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SENASTE
(Omsändning) Asetek is in a perfect storm: the Delta variant outbreak has shut its Chinese contract manufacturer while freight and component costs rise. We see these as short-term impacts with long-term fundamentals in its G&E business remaining intact. However, Asetek’s plan to exit its established Datacenter business came as a shock to us and to the market. We substantially cut our estimates and DCF analysis derives a new valuation range of NOK 46-105.
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