Fox Advisors:
Unparalleled Expertise
The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
July 26, 2024
AMKR: Announces Preliminary CHIPS Act Agreement Terms
This morning, Amkor Technology (AMKR; $38.18; E/W) announced a long-awaited signing of a non-binding preliminary memorandum of terms with the U.S. Department of Commerce to receive up to $600mm in funding through the U.S. CHIPS…
July 26, 2024
CLS: Major Buying Opportunity Off Big Beat and Raise
We believe the 19% decline in the shares of Celestica (CLS; $51.07; O/P), which has occurred over just the past seven trading days, represents a major buying opportunity in the stock, especially given its 4%…
July 25, 2024
A Good Ruling for Rideshare and Online Delivery Players
Earlier today, the California Supreme Court ruled the state’s Proposition 22, which was passed in 2022, as constitutional after a group of rideshare drivers and labor unions challenged the constitutionality of the legislation. Recall, Proposition…
July 25, 2024
PLXS: Demonstrates More New Win Momentum
We raise our F2024/F2025E (Sep) EPS for Plexus (PLXS; $129.59; E/W) from $5.10/$6.20 to $5.45/$6.50 after the company produced a healthy FQ3 (Jun) beat and FQ4E (Sep) guidance that exceeded our prior thinking. Specifically, FQ3…
