What is happening at $ATS(ATS.US).VI and who is writing their quarterly reports?
Not sure I have any seen so many negative/confrontation comments in a company's 'Outlook' section. Not saying you need to be overly promotional, but there needs to be some objective optimism and political neutrality in a company report. Company Commentary:▫️The management has been observing that the volatile order behavior of a key customer is continuing▫️Start-up costs for further production lines will continue to burden the earnings/revenue ratio in the coming months▫️This forecast does not include a potential escalation of the currently smoldering trade dispute, a further devaluation of the US dollar, or potential revenue from the second plant built by AT&S in Kulim▫️The management monitors the currently tense geopolitical situation very carefully▫️There is still no clear picture of how the US government intends to deal with tariffs.▫️It may have a significant influence on its customers’ end products – and consequently on the demand for AT&S products.▫️The impact on exchange rates, in particular the weakness of the US dollar, is also still volatile.Source: Chips & Wafers
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