2024-02-01 04:31:41 ET
Summary
- Amphenol, a provider of interconnect, antenna, and sensor solutions, saw a re-rating in 2023 and continued momentum in its shares.
- The company has a strong track record and is well diversified in terms of geographic coverage and end markets.
- Amphenol recently made a substantial acquisition and announced another deal, but its shares are currently too expensive to invest in.
In September of last year, I observed that shares of Amphenol ( APH ) enjoyed a real re-rating in 2023. The diversified provider of interconnect, antenna and sensor solutions has typically relied on bolt-on dealmaking, yet 2023 was somewhat silent on that front, certainly with regard to larger deals....
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Amphenol: Premium Play Makes A Solid Deal As It Starts 2024