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SHU Portfolio: Finisar Should Embrace More Outsourcing

September 13th, 2018 · No Comments

  • Finisar produced good Q1 results and the next couple of years look promising for the company.
  • Upswings in telecom and 3D Sensing especially, and 5G and Finisar’s cheaper third generation QSFP28 will be the main drivers.
  • However, we feel that the company would be able to benefit much more if it left its near 100% in-house sourcing behind. That is hamstringing the company, in our view.

Source: SHU Portfolio: Finisar Should Embrace More Outsourcing – Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha

Tags: FNSR · SHU Portfolio