Posts on JBL

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JBL

+14 pts



Not Even a Storm Can Dampen Expectations

By P on Sept. 28, 2022, 9:56 a.m.
Tagged topics: IT Supply Chain

Views: 8, Votes: 5, Responses: 0, Attachments: 1
JBL , US Macro

+13 pts



F4Q22 Preview; Expect Strong Execution Amid Challenging Supply Chain

By P on Sept. 26, 2022, 9:46 a.m.
Tagged topics: IT

Views: 7, 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
STM , ASML , CLS , JBL , SANM

+30 pts



European Semiconductors: Stalling inventories = Possible ST bounce but MT view remains cautious

By realjoe on May 13, 2022, 10:44 a.m.
Tagged topics: semiconductors

Views: 11, Votes: 1, 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
MU , JBL , AAPL , AVT , CSCO , NOK , INTC , MRVL , NVDA , QCOM , Semiconductors

+61 pts



Semiconductors - analysts say we may be 6 months away from an industry downturn

By bbern3 on April 4, 2022, 2:08 p.m.
Tagged topics: analyst checks , deep dive

Views: 278, Votes: 13, Responses: 0, 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