Poised for a stronger 4QFY22F ■ 9MFY6/22 results beat expectations at 82% of our and 80% of Bloombergconsensus due to stronger-than-expected margin delivery in 3QFY6/22.■ We project a stronger qoq core net profit growth in 4QFY6/22F, driven byhigher crude oil prices for Ping and higher wafers ASP for SilTerra.■ We raise FY22-24F EPS by 7-12%. […]
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