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6961 · Enplas CorporationEnplas Corporation
📋 Enplas holds chokepoints in MLAs and IC test sockets, benefiting from AI photonics and chip testing demand
medium convictionFirst mentioned Apr 15, 2026 at $17.02K
Enplas holds chokepoints in MLAs and IC test sockets, benefiting from AI photonics and chip testing demand. Strong financials with no debt and high equity ratio. New products at OFC for 800Gbps/1.6Tbps and CPO provide catalysts.
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Current Price
$12.07K
via cornerstones
Return from entry
-29.08%
entry Apr 15, 2026 @ $17.02K
Thesis Lifecycle
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openedApr 15, 2026
Enplas holds chokepoints in MLAs and IC test sockets, benefiting from AI photonics and chip testing demand. Strong financials with no debt and high equity ratio. New products at OFC for 800Gbps/1.6Tbps and CPO provide catalysts.
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