Patience likely required here as company still gets most of its revenue from semiconductor business, which faces obvious near term challenges. Strong deep value play, however, for patient longs - upper teen ROE with over a third of its current market… More
Compared to its competition, AEIS doesn't appear very strong with poor sales growth, moderate P/E, low profit and low EBITD. While it's in a growth industry, it seems to be poorly managed. Unless management changes, I predict it will underperform the… More