KLIC

KLIC Packaging 

Kulicke & Soffa Industries, $KLIC, Continued Outperformance Of Wire Bonders And Emerging Supplier in Mini-LED, Micro-LED, And Battery Manufacturing

Dylan Patel 1 Comment , , , , , , , ,

Kulicke and Soffa Industries is continuing to outperform on the back of the wire bonder business. Additionally, they are emerging as a leading supplier in tools used for mini-LED, micro-LED, and battery manufacturing.

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KLIC Logic Packaging 

Kulicke & Soffa Industries, $KLIC, Crushes Earnings But Continues To Sandbag, $6 EPS ’21, $6.75 EPS ’22

Dylan Patel 0 Comments , , ,

SemiAnalysis has been clamoring about $KLIC for nearly a year on Twitter and backchannels, and after outsized beats, we are even more bullish. Even after the recent run up, it is currently trading at about 10x SemiAnalysis’s 2021 Projected EPS ($6). This is above Wall Street consensus, but there is room for this estimate to be beaten. 2022 Projected EPS is $6.75.

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