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[Korea Investment & Securities] Emro : Showtime has begun (2024.11)

This is an update report published by Chul-hwan Yun, Analyst at Korea Investment & Securities.
Emro : Showtime has begun 

- Emro, a specialized provider of supply chain management (SRM) software
- A strong surprise driven by operating leverage
- The annual trough was in 2023, and the quarterly trough was in 1Q24

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