This is our first report on Lumentum Holdings, a manufacturing company operating in the niche of optical and photonic products. In its result result, the company delivered an all-around beat with strong revenue in Datacom EMLs, coherent components, pump lasers, tunable products, and sub-sea components. Due to solid fundamentals in the company's Telecom and Datacom businesses, it is well-positioned for double-digit growth through the coming fiscal. The management also completed the acquisition of ....
24 Sep 2022
Lumentum Holdings Inc.- Initiation of Coverage – Recent Acquisitions & Other Drivers, Financial Forecasts, DCF & Comparables Valuation, Key Risks (09/22)
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Lumentum Holdings Inc.- Initiation of Coverage – Recent Acquisitions & Other Drivers, Financial Forecasts, DCF & Comparables Valuation, Key Risks (09/22)
- Published:
24 Sep 2022 -
Author:
Ishan Majumdar -
Pages:
24
This is our first report on Lumentum Holdings, a manufacturing company operating in the niche of optical and photonic products. In its result result, the company delivered an all-around beat with strong revenue in Datacom EMLs, coherent components, pump lasers, tunable products, and sub-sea components. Due to solid fundamentals in the company's Telecom and Datacom businesses, it is well-positioned for double-digit growth through the coming fiscal. The management also completed the acquisition of ....