IKT

Sa2ri
13.03.2019 kl 09:42 2668

Fra en morgenrapport i dag (SB1M):

"(+) KITRON: The upcoming CMD due 21 March might be an important catalyst.Kitron is then expected to provide more information on its long term objectives and is also expected to address challenges related to components shortage. The latter should potentially be substantially de-risked as 1)2H 18 was negative impacted by so-calledghost orders and inventory build ups – (one off effects) 2)Kitron has larger than avg component inventory. Hopefully Kitron releases long term objectives (ie 2025), this will be very interesting as it will include Kitron’s new factory in Poland and potentiallyalso give more color on its normalized EBIT margin outlook (prev 7%). Note my back-of-the-envelope assuming 85% factory utilization inc Poland and 7% EBIT margin gives an EBIT of ~280m, about 80% higher than 2018 reportedEBIT."

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