Pockets of weakness, but still positive long term
- We see weakness in analytical life sciences and this could persist in 4Q. Management also guided for lower revenue from a key semi-con customer in Europe due to end market demand moderating, especially in 4Q. As a result, we cut our FY25/26E PATMI estimates by 4.8% and 9.1% to reflect this weakness.
- - Read this at SGinvestors.io -
Weakness of key semi-con European client
- Read more at SGinvestors.io.
Above is an excerpt from a report by Maybank Research.
Clients of Maybank Securities may be the first to access the full PDF report @ https://www.maybanktrade.com.sg/.
Jarick Seet Maybank Research | https://www.maybanktrade.com.sg/ 2025-11-17
Read also Maybank's most recent report:
2026-08-14 Frencken - Buy The Dips; Ramp Up Is Here!.
Previous report by Maybank:
2026-05-19 Frencken - Robust 2H26E Should Offset Weaker 1H26.
Price targets by 3 other brokers at Frencken Target Prices.
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