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Asetek: An impressive quarter, but more to come - SEB

Despite the extensive shortage in the semiconductor market, Asetek has executed well to exploit the explosive demand from global gaming market. We think customer demand will remain high and the company is on track to deliver the high end of its 2021 guidance. Our EBIT estimates are increased by 2-3% for 2021-23 and our midpoint DCF value is unchanged at NOK 160 per share.

Despite the extensive shortage in the semiconductor market, Asetek has executed well to exploit the explosive demand from global gaming market. We think customer demand will remain high and the company is on track to deliver the high end of its 2021 guidance. Our EBIT estimates are increased by 2-3% for 2021-23 and our midpoint DCF value is unchanged at NOK 160 per share.
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