Q1 confirms lucrative timing of the offer
– Inderes
Lataa raportti (PDF)Tämä raportti on vain Inderes Premium -käyttäjille.
Okmetic’s Q1 was challenging as our forecast was expecting. We believe the Q1 report and the weakening outlook in the semiconductor market confirm the lucrative timing of the tender offer. We continue to recommend owners to accept the offer by Chinese NSIG to acquire the company. We remind that the offer value represents 60 % premium over Okmetic’s peers in EV/Sales and EV/EBITDA multiples. We do not give recommendation or target price for Okmetic due to the public tender offer process. |