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Entries Tagged as 'ACIA'

Recovery At Acacia

August 9th, 2018 · Comments Off on Recovery At Acacia

Better times are ahead for Acacia, once the highflyer in the optical network sector. The company had been plagued by a slowdown of Chinese demand and lately also by the ZTE ban, but these headwinds have turned. We see a stock recovery following this, unless the trade spat between China and the US escalates. Source: […]

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Tags: ACIA

Acacia Hit By ZTE Ban

May 11th, 2018 · Comments Off on Acacia Hit By ZTE Ban

Just when the Chinese market seemed to be recovering, the ZTE ban spoiled the party for Acacia. The fallout is substantial, but so was the share price crash. The company is taking measures like cost cutting and a share buyback. Other markets, like DCI and the metro market are still providing the company with good […]

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Tags: ACIA

Acacia Networks: Biding Time

November 14th, 2017 · Comments Off on Acacia Networks: Biding Time

Waiting like much of the rest of the industry for demand, particularly from China, to return. But Acacia isn’t exactly doing nothing, it is introducing multiple new products that position it well for the next upswing. This is also a conclusion that is warranted when comparing the company with others in the sector. Source: Acacia […]

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Tags: ACIA

It’s That China Slowdown Again, But Acacia Communications Will Come Back Stronger

May 15th, 2017 · Comments Off on It’s That China Slowdown Again, But Acacia Communications Will Come Back Stronger

Another optical network company has fallen by the wayside on a China slowdown. Acacia’s fall has been exaggerated by a secondary offering, a large dependence on China and an unusually high customer concentration. But we see little reason not to expect substantial growth to return to this former high-growth company, so we think the shares […]

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Tags: ACIA