After a quick skim I see no further detail to clarify their statement about the forecast changes from A2M?
My interpretation is that this is mostly related to the SAMR timing and not necessarily a reflection of an actual change in 'demand'. They said the change occurred last year and obviously A2M has reported since then. But the ambiguity seems to have negatively impacted A2M anyway. Hopefully they are required to unpack the statement a bit during the investor call today.
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9 | 14441 | 5.640 |
16 | 32311 | 5.630 |
11 | 39647 | 5.620 |
8 | 11782 | 5.610 |
Price($) | Vol. | No. |
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5.660 | 5179 | 6 |
5.670 | 15288 | 14 |
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