Lumentum’s shares performed a dramatic turn-around after the conference call. The quarter was a mixed bag, with booming 100G and VSCELs, but soft lasers and telecom. On balance, the tailwinds are likely to be more enduring than the headwinds, so we’re fairly optimistic for the shares. Source: Lumentum Q4: Take Aways – Lumentum Holdings Inc. […]
Entries Tagged as 'LITE'
August 23rd, 2017 · Comments Off on Lumentum Q4: Take Aways
July 31st, 2017 · Comments Off on 4 Companies Which Stand To Benefit From 3D Sensing
The market for 3D sensing is about to take off with the arrival of the new iPhones. We speculate which companies stand to benefit most from the new iPhones. Ultimately, the 3D sensing market will be much bigger, and we think this should provide ample opportunities for the companies mentioned in this article. Source: 4 […]
June 17th, 2017 · Comments Off on Finisar’s Big Value Gap To Lumentum Is Going To Close
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 […]
May 8th, 2017 · Comments Off on How To Survive The Optical Networking Shakeout
One way to escape the shakeout is demonstrated by Lumentum, which looks like having won Apple as a customer for a new big market opportunity, 3D Sensing. The shares rallied on this likelihood, despite a disappointing third quarter and disturbingly soft fourth-quarter guidance. Is most of the good news priced in? How To Survive The […]
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 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. […]