The analyst expresses a preference for Ibiden as a cleaner quality long due to tighter customer relationships with Intel and Nvidia and better process IP on ABF, indicating a bullish stance on Ibiden.
Tighter customer relationships with Intel and Nvidia, and better process IP on ABF lead to higher earnings quality for Ibiden.
@zephyr_z9 Feel like Ibiden is the cleaner quality long. Tighter customer relationships w $INTC, $NVDA, and better process IP on ABF. Less upside optionality, but the earnings quality seems highest to me at least.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +28.4% | +24.2% |
| 1 month | +113.0% | +103.1% |
| 3 months | +140.6% | +126.6% |
| 6 months | — | — |