- The company is diversifying revenue sources based on its capabilities, a sensible approach.
- Telecom revenue was up significantly for the quarter, and there are another couple of businesses that are performing well, but datacom is suffering from price erosion.
- The company has accelerated its cash flow generation and we are quite impressed with that, so we think there is upside in the shares still.
Fabrinet’s Cash Flow Bonanza Is Underappreciated
May 14th, 2018 · No Comments