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.
March 19, 2025
GLW: Meeting Highlights Expanding Set of Valuation Drivers
We reiterate our Outperform on the shares of Corning (GLW; $47.27) after attending its Investor Event at the New York Stock Exchange yesterday where we heard presentations from and chatted offline with senior management, led…
March 13, 2025
FN: Adds an Exclamation Point to Sales Growth Diversification Story
This morning, Fabrinet (FN; $224.91; O/P) announced it entered into a transaction agreement with Amazon (AMZN; $198.89; NR), which, among other things, includes the issuance of a warrant by Fabrinet to Amazon. More importantly, we…
March 13, 2025
GLW: Looking for Investor Day Catalysts
We think Corning’s (GLW; $45.40; O/P) Investor Day, which is in New York next Tuesday (3/18), can prove a positive catalyst for the stock, especially with it still down 16% since 1/22. We think the…
March 12, 2025
UBER: Formally Terminates Proposed foodpanda Deal
Yesterday, Delivery Hero (DLVHF; €25.80; NR) confirmed that Uber Technologies (UBER; $70.65; E/W) decided to terminate its agreement to acquire Delivery Hero’s foodpanda business in Taiwan. This news should not come as a surprise to…
