Growth momentum is not slowing down
The ESL market has been strong in recent quarters, and we expect this trend to continue in Q4. Market drivers include both the current inflationary environment, and retailers looking to improve the customer experience and mitigate increasing labour costs. We find further confidence in a strong market from SES Imagotag's CMD on 9 November, where it talked about an accelerating ESL market. Furthermore, the Oct-Nov production data from ESL supplier E Ink also looks healthy, up 17-19% y-o-y.
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