PLXS (US)

We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…

We do not think it’s an “accident” that most electronics manufacturing services (EMS) stocks we follow are trading right around 52-week highs even in the face of what our checks suggest is heightened levels of…