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Fabrinet Will Be Range-Bound

September 18th, 2019 · Comments Off on 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 of softer quarters. A solid market position, good cash flow, a stellar balance sheet and ramping sales to Infinera will keep the downside limited. Source: […]

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Tags: FN

Fabrinet Has A Very Solid Quarter

August 28th, 2018 · Comments Off on Fabrinet Has A Very Solid Quarter

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 some extent. However, much of it is already priced in, and we would wait for a better entry price. Source: Fabrinet Has A Very Solid […]

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Tags: FN

Fabrinet’s Cash Flow Bonanza Is Underappreciated

May 14th, 2018 · Comments Off on Fabrinet’s Cash Flow Bonanza Is Underappreciated

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 performing well, but datacom is suffering from price erosion. The company has accelerated its cash flow generation and we are quite impressed with that, so […]

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Tags: FN

Fabrinet Deserves A Higher Multiple

November 15th, 2017 · Comments Off on Fabrinet Deserves A Higher Multiple

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 vagaries of the optical communications market. But what we find is a company with solid growth and earnings instead. Source: Fabrinet Deserves A Higher Multiple […]

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Tags: FN

Fabrinet Deserves A Higher Multiple

September 11th, 2017 · Comments Off on Fabrinet Deserves A Higher Multiple

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 program and the coming considerable reduction in capex. Source: Fabrinet Deserves A Higher Multiple – Fabrinet (NYSE:FN) | Seeking Alpha

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Tags: FN