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EMS firms with higher ROCE may command premium valuations: JP Morgan

1 source · first seen 14:35 28 Sept · updated 14:35 28 Sept

The brief

Written from 1 report · check the source before you trade
  • JP Morgan says EMS companies with higher ROCE may command premium valuations
  • Companies with similar earnings growth and higher ROCE generate better returns on capital deployed
  • The valuation lens matters for Indian electronics manufacturers with stronger capital returns

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1 report · earliest 14:35
Business LineEMS firms with higher ROCE may command premium valuations: JP Morgan14:35