There is no shortage of suppliers of circuit materials,
polyurethane and silicone materials, or electronic substrates. Many of
these markets are heavily commoditized, with competitors in Asia and
Europe using scale and low-cost labor or automation to manufacture broad
ranges of basic products as cheaply as possible.
That's not the model that Rogers Corp. (NYSE:ROG)
is using. Instead, this small specialty materials company is looking to
use selective innovation targeting more demanding high-growth
applications to generate above-average growth and profitability.
Management has not been shy about laying out ambitious growth targets
and the Street has largely factored those into the valuation. While the
valuation is not so compelling at this point, this under-covered company
is worth following in the hopes of taking advantage of a pullback.
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Rogers Corp. Looking To Harness Focused Innovation And Operating Efficiency
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