Overcoming components shortages 1H21 in line on softer seasonality assumptionsWe deem 1H21 PATMI of SGD140.4m (+7.5% YoY) to be in line as we wereexpecting softer 1H21 seasonality than in previous years amid componentsshortages. However, as we see risks that VMS may not be able to fully fulfilcustomers' demand in 2H21, we have trimmed FY21E EPS […]

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