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SENASTE
Asetek has delivered a solid Q1 report, beating our estimates on all lines. The strong performance in its G&E business was driven by continued solid demand from global gaming market and its new product launches. We think the revenue visibility for 2021 is higher than normal, which could explain the company's guidance upgrade two weeks ago. We are looking into minor estimate changes and our mid point DCF value remains unchanged at NOK 160 per share.
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