2020-09-18 06:50:44 IIVI II-VI
Lumentum
09/18/20 09/1806:50 09/18/2006:50 | Morgan Stanley upgrades II-VI to Overweight on diversificationAs previously reported, Morgan Stanley analyst Meta Marshall upgraded II-VI (IIVI) to Overweight from Equal Weight with a $45 price target. Noting that optical stocks have recently sold off meaningfully on Huawei trade restrictions and weakness in Tier 1 telco spending, Marshall said she is "less inclined" to step into names where exposure to unknowns is higher. This repositioning causes her to favor the componentry vendors and she leans towards II-VI in the near-term given its diversification, exposure to growth categories like Silicon Carbide, datacomm, 3D sensing and military and the fact that it has ess direct exposure to Huawei than Lumentum (LITE). II-VI
Lumentum
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SJW Group backs FY24 EPS view $2.68-$2.78, consensus $2.76
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SJW Group reports Q1 EPS 36c, consensus 38c »
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NorthWestern Energy backs FY24 EPS view $3.42-$3.62, consensus $3.49 »
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NorthWestern Energy reports Q1 EPS $1.06, consensus $1.13 »
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LeMaitre just upgraded at Stifel, here's why »
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First Savings Financial reports Q2 adjusted EPS 52c, two estimates 45c »
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HSBC gets more bearish on Bunge, downgrades shares »
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NOV Inc. sees FY24 revenue growth mid-single digits, consensus $9.11B »
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NOV Inc. reports Q1 EPS 30c, consensus 27c »
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