Largan Precision Co Ltd
3008: XTAI (TWN)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|L< | LOCK|>?G&Q | LOCK|FcvxvP |
Largan Earnings: Data Center Components Offer Credible New Runway; Raise Fair Value to TWD 2,600
Largan's first-quarter revenue was TWD 15.5 billion, up 7% year on year. Gross margin was down 5.2% as management said there was an inventory write-off that offset manufacturing yield gains. Mass production of fiber array units is unlikely before 2028; this sent shares down 7% on April 17, 2026.
