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Fabrinet (FN): A Bull Case Theory

We came across a bullish thesis on Fabrinet on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on FN. Fabrinet's share was trading at $300.79 as of July 22nd. FN’s trailing P/E was 33.53 according to Yahoo Finance.

Fabrinet has built a defensible position as a premier manufacturing partner for the world’s leading original equipment manufacturers (OEMs) by focusing on the most complex optical and electro-mechanical production, creating formidable switching costs and securing growth from powerful technology tailwinds. The company is...