Information Technology
Electronic Manufacturing Services
3 companies under coverage.
Coverage
Electronic Manufacturing Services
Equity Research
TE Connectivity Ltd (TEL)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $358, +77% vs spot. It needs the multiple to hold or expand.
Equity Research
Jabil Circuit Inc (JBL)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $622, +61% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Flex Ltd (FLEX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $270, +67% vs spot. It needs Gross Margin to surprise to the upside.