Jabil Circuit’s Weak Earnings: Indicative of Weaker Apple Demand?
As Jabil Circuit generates approximately 25% of its revenues from Apple, its weak results could be an indication that we may see weaker results from Apple in its fiscal 2Q16 earnings next month.
How Does Jabil Circuit Compare to Its Peers?
Jabil Circuit mainly outperformed its peers based on the PE and PBV ratios. Jabil Circuit outperformed its ETFs based on the price movement and PBV ratio.
Understanding the Marginal Decline in Malaysian Exports in June
Exports from Malaysia in June 2017 stood at 73.1 billion Malaysian ringgit (MYR) (about $17 billion as of August 11, 2017), or 10% higher YoY.
AQR Capital Initiates Stake in Delphi Automotive
AQR Capital commenced a position in Delphi Automotive (DLPH). DLPH stock represented 0.32% of the fund’s 4Q14 portfolio.
Glenview Capital starts new position in Cadence Design Systems
Glenview Capital disclosed a new position in Cadence Design Systems (CDNS) that accounts for 1.21% of the fund’s 2Q14 portfolio. Cadence Design Systems is based in San Jose, California. It develops solutions for its customers to design increasingly small and complex integrated circuits (or ICs) and electronic devices.
Must-know: Glenview Capital Management’s 2Q14 positions
Larry Robbins’ Glenview Capital Management delivers attractive absolute returns through fundamental research and individual security selection. The size of Glenview’s portfolio increased from $15.2 billion in 1Q14 to $17.2 billion last quarter.
Why Flex Stock Fell on October 26
Flex stock declined 35% on October 26 and is currently trading 64% below its 52-week high of $19.71.
Manufacturing in Malaysia: What Happened in July
Manufacturing activity in Malaysia remained subdued in July 2017.
Inside Singapore’s Manufacturing Sector: A 2Q17 Momentum Story
Singapore’s manufacturing sector is expected to rise in line with global manufacturing activity, which has shown improvement so far in 2017.
Will Export Resurgence Boost Singapore’s Growth This Year?
As global economies continue to improve amid elevated geopolitical risks and policy uncertainty, Southeast Asian economies expect to remain resilient.
Why Singapore Is Seeing Slow Growth in 2017
Economic growth in Singapore has slowed down over the years due to the global financial crisis of 2008. But global recovery since 4Q16 appears to be helping.
Cisco’s Top 10 Suppliers: The Impact of May’s Earnings
Amid the market sell-off from the latest Trump fiasco—this time his possible obstruction of justice—Cisco reports tonight after the markets close.
Nike Enters Strategic Partnerships to Drive Innovation
At its 2015 Investor Day held on October 14, Nike’s (NKE) CEO, Mark Parker, announced a new innovation hub, called the Nike Advanced Product Creation Center.
Jabil Circuit: Organic Growth Boosts the Revenue
Jabil Circuit (JBL) has a market cap of $3.78 billion. After the earnings report in 4Q15, Jabil Circuit rose by 2.15% to close at $19.50 per share.
Why Analyze FirstSolar and SunEdison’s 2Q15 Earnings Together?
FirstSolar (FSLR) and SunEdison (SUNE) have a lot in common. Both these companies earn over half of their total revenues from building solar power plants.
AQR Capital Begins a Position in Flextronics International
AQR Capital commenced a position in Flextronics International (FLEX). FLEX represented 0.3% of the fund’s 4Q14 portfolio.
Glenview Capital increases its position in Cadence Design Systems
Glenview Capital increased its position in Cadence Design Systems by 3.25 million shares, bringing its position to 17.7 million shares in the company.
Why Glenview Capital increases position in Flextronics
Glenview Capital upped its position in Flextronics International (FLEX). Currently, the position accounts for 4.50% of the fund’s 2Q14 portfolio—up from 3.64% in the 1Q14 portfolio. Flextronics provides advanced design, manufacturing, and services to original electronic product equipment manufacturers (or OEMs). It’s one of the world’s largest providers of global supply chain solutions.
Must-know: Glenview Capital ups position in VCA
Glenview Capital upped its position in VCA Inc. (WOOF). VCA was earlier known as VCA Antech. Currently, the position accounts for 1.79% of the fund’s 2Q14 portfolio—up from 0.32% of the 1Q14 portfolio. A 13G filing at the end of August revealed that Glenview increased its stake in VCA from 8.7 million shares at the end of 2Q14. Currently, it owns 14.85% of the company with ~12.8 million shares.
Glenview Capital starts a new position in Brookdale Senior Living
Glenview Capital disclosed a new position in Brookdale Senior Living (BKD) that accounts for 0.77% of the fund’s 2Q14 portfolio. Brookdale Senior Living Inc. is a leading owner and operator of senior living communities throughout the United States. It owns, leases, and operates retirement centers, assisted living and dementia-care communities, and continuing care retirement centers (or CCRCs).