Posts on FLEX

Latest ideas and analyses related to Flex Ltd. Ordinary Shares

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TSLA , RIVN , ST , FLEX , GM , KEYS , NATI , SYM , CHPT , CRNC , AUR

+16 pts



Communacopia + Technology Conference 2022 — Key Takeaways

By ethonomics on Sept. 19, 2022, 3:59 p.m.
Tagged topics: conference takeaways

Views: 14, Votes: 4, Responses: 0, Attachments: 1
APTV , VC , LEA , ST , TEL , APH , FLEX , JBL , TSLA , F , GM

+37 pts



Senate announces climate bill, including EV tax credits; initial thoughts

By ethonomics on Aug. 2, 2022, 5:09 p.m.
Tagged topics: EV tax incentive

Views: 18, Votes: 4, Responses: 0, Attachments: 1
ST , TEL , APH , NATI , KEYS , JBL , FLEX , TSLA , GM , F , BWA , LEA , MGA , VC , APTV

+43 pts



1Q22 EPS preview — expect a difficult earnings season

By ethonomics on April 8, 2022, 6:40 p.m.
Tagged topics: earnings preview

Views: 60, Votes: 4, Responses: 2, Attachments: 1
F , TSLA , VRT , GM , RIVN , FSR , RIDE , BWA , GNTX , LEA , MGA , VC , HYLN , APH , APTV , BDC , ST , TEL , FLEX , JBL , KEYS , NATI

+39 pts



Autos & Semis - expect cautious outlook for most companies as Omicron likely to impact already difficult logistics

By ethonomics on Jan. 24, 2022, 12:52 p.m.
Tagged topics: earnings preview

Views: 42, Votes: 3, Responses: 0, Attachments: 1
APH , APTV , ST , TEL , KEYS , NATI , JBL , FLEX , CRNC , LEA , MGA , INVZ

+35 pts



Select auto suppliers should outperform in 2022 in a choppy but solid environment

By ethonomics on Jan. 10, 2022, 12:03 p.m.
Tagged topics: deep dive , autotech , 2022 outlook

Views: 199, Votes: 4, Responses: 0, Attachments: 1
MGA , JBL , FLEX , TSLA , APTV , APH , TEL , LEA , ST , GM , LI

+51 pts



Goldman says vertically integrated EV companies are superior to those that primarily outsource once annual volume surpasses 200k (deep dive)

By cassie on June 24, 2021, 11:37 a.m.
Tagged topics: vertical integration , electric vehicles , deep dive , Goldman Sachs , outsourcing , buy vs build

Views: 650, Votes: 8, Responses: 0, Attachments: 23