Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, the task of finding cutting-edge growth stocks ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics a ...

Celestica Inc. (CLS) recently announced the commercial availability of SC6100 – a next-generation, 2U rackmount all-flash storage controller designed to deliver superior performance for the most demanding enterprise application workloads. Powered by two EPYC Embedded 9004 series processors from Advanced Micro Devices, Inc. (AMD) , it offers improved energy efficiency for next-generation networking, security and storage applications. Harnessing the performance and efficiency benefits of the new "Zen 4" core ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Celestica (CLS) . Celestica currently has an average brokerage recommendation (ABR) of 1.86, o ...

15 JHVEPhoto Investment thesis Recent developments My previous bullish thesis about Celestica (NYSE:CLS) aged well, as the stock rallied by 8% since late April, outperforming the broader U.S. market. The company's robust Q2 earnings confirm my bullish opinion about CLS. The company does not only deliver massive YoY revenue growth, but also demonstrates strong improvements in profitability profile. This is achieved by a solid shift in revenue mix toward more profitable streams related to AI and data centers. ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis ...

J Studios Intro & Thesis In August 2023, I initiated coverage of Celestica Inc. (NYSE:CLS) stock and then confirmed the "Buy" rating again in November. Since then, the stock has continued to rise, and at some point, its rally made me cautious against the backdrop of valuation ratios that were moving away from historical averages, and I eventually downgraded CLS to "Hold", confirming that rating 3 months ago. Since my last neutral thesis update, the stock's price has decreased by almost 1.7%, while the marke ...

公司投资评级 - 报告未明确提及具体的投资评级 [缺失] 报告的核心观点 - 天弘科技FY24Q2业绩显著增长，主要得益于通信终端市场的强劲需求，特别是CCS部门的收入大幅提升 [3] 根据相关目录分别进行总结 总体营收情况 - 24Q2公司实现营收23.92亿美元，同比增长23%，毛利润2.56亿美元，同比增长39%，净利润1.00亿美元，同比增长79% [3] 股票回购情况 - 24Q2公司以1000万美元回购约20万股股票，全年将持续择机回购 [3] 营收按业务划分 - ATS部门收入7.7亿美元，同比下降11%，CCS部门收入16.2亿美元，同比增长51%，其中通信终端市场收入同比增长64% [3] 2024Q3公司业绩指引 - 公司预计第三季度收入在23.25亿至24.75亿美元之间，调整后每股收益预计在0.86至0.96美元之间 [3] 电话会议内容翻译 - CCS部门收入同比增长51%，主要得益于企业和通信终端市场的强劲增长，通信终端市场收入同比增长64% [17] - ATS部门利润率同比下降20个基点，CCS部门利润率同比增长120个基点 [18] - 公司预计第三季度ATS部门收入将小幅下滑，CCS部门收入将同比增长30%左右 [28] - 公司对2024年下半年整体展望乐观，预计全年收入94.5亿美元，调整后每股收益3.62美元 [29]

财务数据和关键指标变化 - 第二季度收入为23.9亿美元,超出了指导范围的高端,同比增长23% [12] - 第二季度非IFRS经营利润率为6.3%,同比提升80个基点 [19] - 第二季度调整后每股收益为0.91美元,超出了指导范围的高端,同比增长0.36美元 [20] - 第二季度调整后有效税率为20%,符合指导 [21] 各条业务线数据和关键指标变化 - ATS业务线第二季度收入为7.68亿美元,同比下降11%,略超预期的高个位数百分比下降 [22] - CCS业务线第二季度收入为16.2亿美元,同比增长51%,驱动了整体收入的强劲增长 [23] - ATS业务线第二季度利润率为4.6%,同比下降20个基点 [25] - CCS业务线第二季度利润率为7.2%,同比提升120个基点 [25] 各个市场数据和关键指标变化 - 企业市场第二季度收入同比增长37%,超出预期的低20%增长 [23] - 通信市场第二季度收入同比增长64%,好于预期的中40%增长 [23] - HPS收入第二季度为6.86亿美元,占总收入的29%,同比增长94% [23][24] 公司战略和发展方向及行业竞争 - 公司正在扩大在马来西亚和泰国的产能,以满足不断增长的需求 [48][50] - 公司看好AI/ML计算和网络产品的长期增长前景,正在加大在这些领域的投资 [53][56][94] - 公司认为在定制芯片服务器等高附加值领域有较大的发展空间 [99][100] 管理层对经营环境和未来前景的评论 - 管理层对公司在2024年下半年和2025年的发展前景持乐观态度 [38][39][40][41][42][44] - 管理层认为公司有能力快速应对可能出现的贸易限制政策变化 [97] 其他重要信息 - 公司在第二季度回购了约20万股,全年累计回购约70万股 [32] - 公司在第二季度增加和扩大了信贷额度,为未来发展提供了充足的流动性 [31] 问答环节重要的提问和回答 问题1 **Thanos Moschopoulos 提问** 询问公司产能扩张的进度和计划 [47][49][50][51] **Rob Mionis 和 Mandeep Chawla 回答** 公司在马来西亚和泰国的产能扩张项目进展顺利,可以满足未来的需求增长 [48][50][51] 问题2 **Matthew Sheerin 提问** 询问公司通信业务中400G和800G交换机产品的市场前景 [55][56] **Rob Mionis 回答** 400G交换机需求将持续到2025年,800G交换机将在今年底和2025年开始大规模增长 [56] 问题3 **Daniel Chan 提问** 询问公司下一代AI计算服务器的毛利率情况 [71][72][73] **Rob Mionis 和 Mandeep Chawla 回答** 下一代AI计算服务器从EMS转向HPS模式后,毛利率将有所提升 [72][73][91][92]