Andrew Stolz

FEBRUARY 1, 2022

TTM Technologies’ revenue breakdown 2020. The management expects 5-8% growth rate for this end market, which seems realistic. Networking end market could become 2nd largest segment. I think it’s a great opportunity for TTM to beat current market expectations. FVMR Scorecard – TTM Technologies.

Technology 52

Technology Net Debt Marketability Equity 52

Andrew Stolz

JANUARY 17, 2022

Leading role in EV and hydrogen to reclaim market share. China is by far the strongest and fastest-growing market for heavy duty trucks in the world. It is the primary market for the company to realize future growth opportunities. Leading role in EV and hydrogen to reclaim market share. Download the full report as a PDF.

Marketability 52

Marketability Dividends Net Debt Start-ups 52

Andrew Stolz

FEBRUARY 7, 2022

Highlights: End markets mature, no opportunities to grow. End markets mature, no opportunities to grow. ROEC’s revenue is mainly dependent on the growth of the end markets such as computers, phones, and tablets. A mature market for smartphones translates into low demand for displays and ROEC’s backlights. Conclusions.

Dividends 52

Dividends Net Debt EBIT Marketability 52