Leroy Groffier
@LeroyGroffier
the action is the juice
参加 March 2017
787 フォロー中 1.7K ファン
SEMCO 009150 bullish update from UBS conference. Raising OP ests 15-20% as MLCC guided up and ABF substrate margins expanding in out years. Supply:demand remains tight & more price hikes coming up.
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