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SRK Capital's investment thesis on Sigmatron International, Inc. ($SGMA) — Q4 2023 | Buyside Digest

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$SGMANASDAQSigmatron International, Inc.

BULL

SRK Capital—SGMA

Fund Letter

Q4 2023

Published December 31, 2023

View Fund Profile

Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Sigmatron International trades at under one-third of book value and 3x normalized earnings due to current cyclical weakness in consumer electronics manufacturing. Significant working capital...

— Sean Kirkwood

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