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.
September 18, 2024
JBL: At Peak Pre-Earnings Hand Wringing
We assume Street forecasts are set appropriately for Jabil (JBL; $107.85; O/P) ahead of the company’s FQ4 (Aug) results and outlook next Thursday (9/26 before market), which will include a Seventh Annual Investor Briefing and…
September 18, 2024
TEL: Announces Some Segment Reorganization
Yesterday after the close (9/17), TE Connectivity (TEL; $145.77; O/P) disclosed in an 8-K that it is reorganizing its management and reporting segment structure, beginning with its upcoming FQ1E (Dec), to better align with the…
September 18, 2024
FLEX: Plant Tour Highlights Hard to Match Cloud Offering
We reiterate our Outperform and $40 target on the shares of Flex (FLEX; $30.85) after visiting its facilities in Guadalajara, Mexico with investors yesterday (9/17). The plant tours and discussion with management, including Interim CFO…
September 16, 2024
HYZN: Crossing Major Production Threshold
This morning, Hyzon Motors’ (HYZN; $2.36) announced the start of production of its Class 8 200kW fuel cell electric truck. At the same time, Hyzon also disclosed that it expects to announce that its proprietary,…
