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ASX:AD8
Audinate Group Ltd
Investment Summary
The fund managers believe that despite a recent detractor in performance due to downgraded near-term forecasts and inventory corrections stemming from previous overordering during the chip shortage, Audinate Group Ltd remains well-positioned as a global leader in networked audio solutions. In their opinion, the company’s proprietary Dante platform and the promising growth in its video division provide substantial long-term growth opportunities in professional AV solutions. They view current share price levels as attractive, supported by Audinate's strong market leadership.
Commentary From The Managers
Clime
31 Dec 2024
$7.41
- Clime continues to hold
- AD8 detracted during December due to downgraded near-term consensus forecasts
- Performance impacted by overordering during chip shortage and subsequent inventory correction
- Company remains a global leader in networked audio solutions
- Utilizes proprietary Dante platform effectively
- AD8's video division is showing early growth potential
- Current market levels are seen as attractive
- Long-term growth opportunities in professional AV solutions are significant
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
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