Sivers IMA: Incredible
Redeye, in one fell swoop, doubles its fair value range of Sivers IMA, on the back of today’s fantastic news of a SEK 480m 5G contract for millimeter wave CPE modules. We expected CPE to become an integral part of Sivers IMA’s business. Nonetheless, the order value exceeded our total 2023 CPE estimates for all expected CPE customers combined.