The shares of Casa Systems have slumped 80%+ on declining cable CapEx. We see chances for a recovery in the shares preceding a recovery in financial results. The wait is on for a CapEx recovery, but that is bound to happen sooner or later, even if it could take multiple quarters. Source: Casa Systems: Waiting […]
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February 5th, 2020 · Comments Off on Casa Systems: Waiting For Cable CapEx To Recover