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OssDsign Q4: Sales will go up, and costs will go down - Redeye

Redeye’s initial take on the OPEX in Q4 being temporarily high is bolstered after a deeper dive into the report. As such, we repeat our take on OPEX coming down significantly from these levels already in Q1 2024e. We make some positive sales estimate revisions but leave our fair value range practically untouched.

Redeye’s initial take on the OPEX in Q4 being temporarily high is bolstered after a deeper dive into the report. As such, we repeat our take on OPEX coming down significantly from these levels already in Q1 2024e. We make some positive sales estimate revisions but leave our fair value range practically untouched.
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