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Asetek: Heads up before the Q4 results - SEB

Investors’ focus will be on 2022 guidance when Asetek releases its Q4 earnings on 4 March. Our estimates remain unchanged ahead of the report. As reflected in Asetek’s recent product launches, we believe the underlying market demand remains solid in its G&E business. However, as supply chain challenges will likely linger in the coming quarters, we expect the company to provide conservative guidance for 2022.

Investors’ focus will be on 2022 guidance when Asetek releases its Q4 earnings on 4 March. Our estimates remain unchanged ahead of the report. As reflected in Asetek’s recent product launches, we believe the underlying market demand remains solid in its G&E business. However, as supply chain challenges will likely linger in the coming quarters, we expect the company to provide conservative guidance for 2022.
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