Audio Note: Gooch & Housego – Down, not out

Gooch & Housego

In this audio note, Zeus’ Robin Byde summarises the investment case for Gooch & Housego.

Gooch issued a disappointing AGM update last week. Despite the order book ticking up in the first four months of the year, some customers in industrial and medical laser markets have continued to reduce inventory holdings, and demand in selected end markets remains weaker.

Listen to the audio note below, and read the full research here.

Listen to all episodes of the Zeus Research team Audio Notes here.


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