3081.TWO LandMark Optoelectronics Corporation Loading... : Bullish and Bearish Analyst Opinions
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02:42
Aug 29
Aug 29
Landmark margins show powerful optical supply tightness.
Landmark's 121% YoY revenue growth, 57.5% gross margin, 46.9% operating margin, 1.6T volume and tight capacity signal strong pricing and operating leverage; buy Landmark as the tight supply chain expands.
HIGH
23:03
Aug 28
Aug 28
The author highlights LandMark's 'wild' LTAs and 'wild' margins, calls its CW market 'massive', and says it is spending 'a ton of money' to expand capacity — direct evidence that merchant InP epi dema
The author highlights LandMark's 'wild' LTAs and 'wild' margins, calls its CW market 'massive', and says it is spending 'a ton of money' to expand capacity — direct evidence that merchant InP epi demand and pricing power are surging.
Risk: TPEX-listed and outside the author's investment universe; capacity expansion could overshoot if CW demand growth disappoints.
14:06
Aug 10
Aug 10
Cites Nomura optical laser chip research.
Cites Nomura Securities research on the global optical laser chip ecosystem and competitive landscape, no directional view.
MED
07:22
Jun 12
Jun 12
Watch Landmark (3081) as a read-through beneficiary of VPEC epiwafer price hikes.
Watch Landmark (3081) as a read-through beneficiary of VPEC epiwafer price hikes, suggesting improved pricing power and demand; no explicit author position disclosed for this name.
MED
16:44
May 17
May 17
Long LandMark Opto (3081) as a merchant InP epi-wafer foundry poised to benefit from 800G+.
Long LandMark Opto (3081) as a merchant InP epi-wafer foundry poised to benefit from 800G+ module scaling and possible revenue doubling, with a near-term catalyst from the shareholder meeting.
MED
05:47
May 12
May 12
Long 3081 (LandMark) as a CPO-related name in the semiconductor/optics supply chain.
MED
About 3081.TWO Analyst Coverage
Buzzberg tracks 3081.TWO (LandMark Optoelectronics Corporation) across 5 sources. 2 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (33%). 6 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: crux_capital_, pequityresearch, aleabitoreddit.