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Suk Lee

Vice President and Equity Research Analyst at Goldman Sachs Group Inc.

Suk Lee is a Vice President and Equity Research Analyst at Goldman Sachs, specializing in the coverage of semiconductor companies and the broader technology hardware sector. He has provided research and actionable investment recommendations on major firms such as Intel, Nvidia, AMD, and Micron Technology, contributing to Goldman’s leading franchise in TMT research. Suk began his career at Goldman Sachs after earning advanced degrees in engineering and finance, quickly progressing to his current role where he is recognized for sharp analytical insights and rigorous financial modeling. He holds FINRA Series 7, 63, and 79 licenses and has been commended for accurate earnings forecasts and sector calls, generating above-average returns tracked by institutional platforms.

Suk Lee's questions to PTVE leadership

Question · Q4 2023

Asked for a bridge to understand the significant ramp-up in EBITDA required from Q1 to meet the full-year guidance, the financial impact of January's weather, and expectations for 2024 interest expense and tax rates.

Answer

The executive team explained the expected EBITDA ramp-up is due to cost initiatives gaining traction, a lag in COLA recoveries helping later in the year, and a backlog of new business starting in H2. The weather impact in Q1 was estimated at $5-10 million. A detailed free cash flow walk was provided, forecasting cash interest around $220 million and cash taxes around $100 million for 2024.

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