Added to YB: 2026-06-09
Pitch date: 2026-06-05
4979.TWO [bullish]
LuxNet Corporation
Author Info
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Company Info
LuxNet Corporation, together with its subsidiaries, manufactures, processes, and sells electronic and active components for optical communication in Taiwan.
Market Cap
TWD 83.9B
Pitch Price
N/A
Price Target
N/A
Dividend
0.37%
EV/EBITDA
93.44
P/E
113.00
EV/Sales
17.95
Sector
Communications Equipment
Category
growth
Show full summary:
I opened a position in LuxNet (TWO:4979) today.
4979.TWO: Purest Marvell proxy in Taiwan — key partner in silicon photonics optical engines/CPO post-Inphi deal, plus CW laser supplier. Heavy MRVL call inflow signals institutional conviction. 4x YoY shipment growth in 2025, expanding to 3-4M units/mo by end-2026 for 800G/1.6T ramp.
Read full article (1 min)