COHU - Cohu: Playing A Key Role In The 5G Rollout And Global GDP Recovery
- Cohu is benefiting from the worldwide shift to 5G. Expect these tailwinds to persist well into the first half of the decade.
- COHU's positive correlation with industrial production and manufacturing provides upside exposure to the post-pandemic recovery in global GDP.
- No one customer accounted for more than 10% of total revenues in Q3 2020. Cohu continues to see broad-based growth from both a customer and geographic standpoint.
- We have a five-year price target of $72 for the stock and hold a position in my Emerging Growth portfolio.
For further details see:
Cohu: Playing A Key Role In The 5G Rollout And Global GDP Recovery