Technology Hardware & Equipment - Semiconductor buying opportunity ahead
In these three short videos Liberum Technology Analyst, Janardan Menon looks at why this is a good time to be buying semiconductor stocks where the upside could be 50-100% over the next 12-15 months. He also looks at the reasons why we can expect another semiconductor upcycle to start from H2’19 even in an environment of weak economic trends. His top pick is STMicroelectronics where valuation multiples have de-rated sharply, but structural and cyclical growth drivers remain strong. Click here to download the latest research. Click the image below to watch the videos.
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