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  • juliaadams54 juliaadams54 Oct 17, 2013 2:48 PM Flag


    Topics covered: Mobile Device Consumer Demand - Mobile Trends in Emerging Markets - Smartphone Operating Systems - Outsourcing and Offshoring Trends - Electronics Manufacturing Supply Chain - Automotive, Data Center and Mobile Spending

    Companies include: Coherent Inc. (COHR), IPG Photonics Corporation (IPGP), Newport Corp. (NEWP), Rofin-Sinar Technologies Inc. (RSTI) and many others.

    In the following excerpt from the Electronic Components Report, the leading analyst for LASER technology stocks discusses the outlook for his sector for investors:

    TWST: You cover laser manufacturers. What are some of important investment themes you are seeing right now in that space?

    Mr. Miller: I cover the four primary laser manufacturers: Coherent (COHR), IPG Photonics (IPGP), Newport (NEWP) and Rofin-Sinar (RSTI). It is a diverse group, both in terms of the type of lasers they manufacture and the diversity of end markets served. Because of the diversified worldwide use of lasers, people tend to invest in these companies as a group, based on how they think the global macroeconomy is going to perform.

    In particular, China has become a very important market for the laser companies over the past five years. A significant part of the revenue for these companies, ranging from 20% to 30% of revenue, is now coming from China. Because of that correlation, the encouraging news from China about a pickup in their economic activity is helping this group. Also, the fact that Europe is finally showing some signs of life represents another plus for China, in that 25% of China's typical exports go to Europe.

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