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Top Consumer Guide @t_consumerguide

Honest Reviews, By Real Experts. We cover a wide variety of products and services which we rank from best to worst. topconsumerguide.com Joined October 2021
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aleabitoreddit Profile Picture

Serenity @aleabitoreddit

2 months ago

If you're curious about Goldman's Report: They expect "significant EPS upside" among: 1. Optical modules and engines 2. CW lasers and EMLs 3. PCB/CCL manufacturers Here's the massive cheat sheet: Laser / Light Sources (SiPh): Sumitomo, Furukawa (5801), Landmark (3081), YJ Semi, $LITE, $COHR $AVGO, Etern (600105.SS), Everbright Photonics (688048.SS), Shijia Photons (688313.SS), Applied Optoelectronics (AAOI), Accelink (002281.SZ), Mitsubishi (6503.T) Laser / Light Sources (EML): Lumentum (LITE), Coherent (COHR), Broadcom (AVGO), YJ Semi (688498.SS), Etern (600105.SS), Sumitomo Electric (5802.T), Everbright Photonics (688048.SS), Shijia Photons (688313.SS), Source Photonics (Private), Mitsubishi (6503.T), Accelink (002281.SZ), Furukawa (5801.T) Passive Optical Components - Couplers / Splitters: FOCI (3363.TWO), Senko (Private), AFR (300620.SZ), Everprox (300548.SZ), Lumentum (LITE), Coherent (COHR) Passive Optical Components - Filters: Shijia Photons (688313.SS), Sumitomo Electric (5802.T), Lumentum (LITE), Coherent (COHR), Viavi (VIAV), FOCI (3363.TWO) Passive Optical Components - Attenuators: Everprox (300548.SZ), Accelink (002281.SZ), FOCI (3363.TWO), Lumentum (LITE) Passive Optical Components - WDM: AFR (300620.SZ), Everprox (300548.SZ), Accelink (002281.SZ), Ciena (CIEN), TFC Optical (300394.SZ), Lumentum (LITE), FOCI (3363.TWO)

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