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MRAAY - Qorvo: Free Cash Flow Becoming Harder To Generate
Murata Manufacturing Co Ltd ADR
Qorvo shares have performed strongly over the last two years. We have concerns over the sustainability of free cash flow generation and are sellers.
Free cash flow margins have been high and will be difficult to maintain, given falling intangible amortization, and in the long run, relatively small R&D spend and low ROIC.
Market conditions are more challenging for second vendors in 5G, given changing market dynamics with China.