Electronics Manufacturing Services
December 5, 2023
Last Wednesday (11/29), Celestica (CLS; $26.96; NR) hosted a virtual Investor Meeting that we think provided additional support for the idea that electronics manufacturing services (EMS) providers are in a much better secular position for…
March 3, 2023
We think Tesla’s (TSLA; $199.25; NR) Investor Day on Wednesday (3/1) provided further support for the idea that electronics manufacturing service (EMS) providers, especially Flex (FLEX; $23.03; O/P) and Jabil (JBL; $85.47; O/P), as well…
January 17, 2023
We continue to envision a meaningful growth vector from global re-shoring for a range of electronics manufacturing service (EMS) providers. In fact, based on our most recent industry conversations, we think EMS opportunities in India…
November 30, 2022
We continue to see evidence that our well-established investment theme around global manufacturing re-shoring is still early stages when it comes to the electronics manufacturing service (EMS) providers we follow (“In Unchartered Territory; Launch on…