ASX - Why Amkor Technology May Not Be As Well Off As The Quarterly Numbers Suggest

• Sales and net income grew by double digits in Q3, but Amkor may be anticipating the possibility of a slowdown in demand if Q4 guidance is any indication.
• A case could be made for long Amkor, which includes trading at lower multiples than the competition on top of double-digit growth.
• There was inventory building in certain market segments, which may have skewed the quarterly numbers by making demand seem stronger than it really is.
• The recent quarterly numbers from Amkor are an outlier and odds are the company will revert back to what it was prior to recent deviations.

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