- While the firm might be well-positioned to take advantage of the global semiconductor shortage, management seems to be just "riding the wave."
- The firm has only recently begun paying dividends, and it is only paying a fraction of what could be afforded to shareholders.
- Fundamentals do support as much as 94% upside based on forward EPS projections.
- The most recent EPS surprise was very close to forecast, which should have restored confidence in management forecasts. However, investors saw things another way.
For further details see:
Kulicke And Soffa Industries: A Cash Hoarder, Riding The Market Wave