Systematix update report on EMS industry
#SYRMASGS
#KAYNES
#AVALON
#AMBER
#DIXON
#ELIN
#PGELECTRO
Plant visits key takeaways:
Traction in the last 3-4 years has increased multi fold
PCB assembly forms a major part of work for most comps
Non EMS business also witnessing rising activities
Systematix sees highest potential upside in
Elin electronics(35% from CMP)
Followed by Syrma SGS(27% from CMP with TP of 700rs)
Source link : https://twitter.com/nid_rockz/status/1701402640524136783?t=sG9ssMaUdKHguh_awJmFFA&s=19
| Subscribe To Our Free Newsletter |
