FRONTKEN
1Q26 - Positive margin outlook
Management is guiding for 25-35% underlying growth for FY26.
Semiconductors
FRONTKEN
3Q25: M&A's in focus
Management provided more clarity on potential M&A opportunities, with 3 deals being explored.
FRONTKEN
Exceptional Underlying Growth
We conclude from the post-results briefing that the combination of seasonal tailwinds, a step-up in leading-edge product mix, and sustainable margin dynamics, that the current momentum should be sustained.
FRONTKEN
Secular Drivers Trump Cyclical Slump
FRCB is the best positioned to weather Trump’s tariff uncertainties and potentially benefit it, if it can follow TSMC to Arizona.