Finisar, the biggest optical networking company, trades at a huge discount compared to number two Lumentum. We don’t see reasons for that in terms of margins, growth, profitability or balance sheet. And now the last reason for the value gap, Lumentum’s upcoming boom in VSCELs is also matched by Finisar. We think the value gap […]
Entries Tagged as 'FNSR'
June 17th, 2017 · No Comments
May 8th, 2017 · Comments Off on Optical Networking Stocks: Death By A Thousand Cuts
Sometimes whole sectors are sold off without much discrimination between the different names. This opens up opportunities for the rational investor. For instance, the optical networking sector has sold off, multiple times on news of a slowdown in Chinese demand. However, by no means all of these networking stocks have comparable exposure to China; some […]
April 23rd, 2017 · Comments Off on For Finisar And Others, The Optical Network Selloff Seems To Be Largely Optical
A big selloff in optical networking stocks doesn’t seem to be based on hard facts. It mostly seems related to unconfirmed concerns about a China slowdown, but this seems a matter of timing, the demand is still likely to materialize. Meanwhile, some of the companies, like Finisar, have been slaughtered too briskly, ignoring cheap valuations […]
April 17th, 2017 · Comments Off on Lumentum Sell-Off… Should You Buy?
The optical network sector has given up a substantial part of its gains in short order. But the pre-release of Applied Optoelectronics should allay some fears. In the second half of the year, there are multiple tailwinds which should lift most of these stocks. However, the sector is not without some structural problems, and there […]
April 13th, 2017 · Comments Off on Battle Of The Apple Suppliers
The upcoming new Apple iPhones look like they could become a blockbuster. While by no means guaranteed, any inclusion, especially a new one of the phones (or all of them) could significantly impact suppliers. Here, we look at two potential suppliers which could significantly benefit from an inclusion of ‘3D sensing’ in the upcoming iPhones. […]
April 9th, 2017 · Comments Off on Buy Alert In Finisar
Shares of Finisar sold off on temporary issues and rumors. We think the sell-off has gone too far, the company is in good financial health and profits are jumping. The shares are fairly cheap and are finding technical support. Buy Alert In Finisar
April 4th, 2017 · Comments Off on Finisar’s Crash Is Opening Up An Opportunity
Seasonal softness and some technical problems messed up Finisar’s third quarter, and this will have an effect on its fourth quarter as well. This doesn’t look like the beginning of a strong cyclical downturn. The company has several good growth prospects, is oversold and on a technical support level, and the shares aren’t expensive. Finisar’s […]
October 23rd, 2016 · Comments Off on Finisar’s Epic Bull Run Can Continue