Fabrinet Will Be Range-Bound
The company is a leading contract manufacturer and well placed to benefit from the optical communications build-out. However, temporary headwinds from industrial lasers and Huawei will lead to a couple […]
The company is a leading contract manufacturer and well placed to benefit from the optical communications build-out. However, temporary headwinds from industrial lasers and Huawei will lead to a couple […]
Very solid growth in their non-optical communications sector is driving the company forward. But it seems that the larger optical communications sector is joining in the fun, at least to […]
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 […]
The company’s shares sell for very low multiples, and we think this is at least in part unwarranted. It is perceived as a low margin contract manufacturer exposed to the […]
A financially sound and cheap contract manufacturer hobbled by disappointing quarterly guidance. We think the sell-of is a little overdone. It seems to us investors are overlooking the share buyback […]