- The Q1 numbers showed big gains like before, but the slowdown KLIC had cautioned would come has arrived according to Q2 guidance.
- The stock has struggled in recent months, being weighed down by shorts, but it has still done better than most, although it literally came at a price.
- The fundamental outlook for the industry still favors KLIC, making it worthy of accumulating with the stock consolidating and with multiples where they are.
- KLIC may not be easy to justify in the short term due to numerous headwinds, but it’s worth sticking to for the long haul all things considered.
For further details see:
Kulicke and Soffa Industries: Things Have Certainly Changed