3081.TWO LandMark Optoelectronics Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
02:42
29 авг
29 авг
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.
Выс.
23:03
28 авг
28 авг
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
10 авг
10 авг
Cites Nomura optical laser chip research.
Cites Nomura Securities research on the global optical laser chip ecosystem and competitive landscape, no directional view.
Сред.
07:22
12 июн
12 июн
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.
Сред.
16:44
17 мая
17 мая
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.
Сред.
05:47
12 мая
12 мая
Long 3081 (LandMark) as a CPO-related name in the semiconductor/optics supply chain.
Сред.
Об аналитическом покрытии 3081.TWO
Buzzberg отслеживает 3081.TWO (LandMark Optoelectronics Corporation) в 5 источниках. Бычьих сигналов: 2, медвежьих: 0, от 4 аналитиков. Сентимент преимущественно бычий (33%). Всего отслеживается 6 торговых идей. За последние 7 дней: бычьих: 1, наблюдение: 1. Последние спикеры: crux_capital_, pequityresearch, aleabitoreddit.