Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>HP plans to cut 2,000 jobs and shift 90% of its manufacturing from China to North America by the fourth quarter of 2025.</li><li>Hushan successfully transforms car door handles into profitable aftermarket products, carving out a niche in the market.</li><li>IBM closes its research facility in China and lays off 1,800 employees, while companies like Jabil, Aequs, and Tata export Indian-made Apple components to China and Vietnam.</li></ul>

HP plans to cut 2,000 jobs and shift 90% of its manufacturing from China to North America by the fourth quarter of 2025.Hushan successfully transforms car door handles into profitable aftermarket products, carving out a niche in the market.IBM closes its research facility in China and lays off 1,800 employees, while companies like Jabil, Aequs, and Tata export Indian-made Apple components to China and Vietnam.

Tech Supply Chain Tracker (04-Mar-2025): HP cuts 2k jobs, offshores China manufacturing for NA by 4Q25

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

<ul>
<li>Apple 1Q25 Results -- Overall Price-Supportive for Taiwan Supplier Share Prices When the Taiwan Market Re-Opens Monday</li>
<li>Why Zhen Ding Technology Holding (4958 TT) and Kinsus Interconnect Tech (3189 TT) Could Be in a Favorable Position Relative to Apple's AI Trajectory</li>
<li>Increasingly sophisticated Apple products require significantly more complex PCBs &amp; interconnect solutions, especially as advanced packaging has become a key enabler of high-performance computing.</li>
</ul>


Apple 1Q25 Results -- Overall Price-Supportive for Taiwan Supplier Share Prices When the Taiwan Market Re-Opens Monday
Why Zhen Ding Technology Holding (4958 TT) and Kinsus Interconnect Tech (3189 TT) Could Be in a Favorable Position Relative to Apple's AI Trajectory
Increasingly sophisticated Apple products require significantly more complex PCBs &amp; interconnect solutions, especially as advanced packaging has become a key enabler of high-performance computing.


Apple Supply Chain Monitor: Latest AAPL Results -- Taiwan Suppliers Well Placed for Monday Re-Open

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>FLEX benefitted from a transition in the EMS industry, focusing on higher margin and faster growing markets</li><li>Impending spin-off of NexTracker business contributed to FLEX's success, with shares up around 75% over the last year</li><li>Jabil (JBL) presents a similarly attractive setup as its end markets are at or near bottoms, making it a potential opportunity for investors with FLEX's outperformance poised to reverse</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

FLEX benefitted from a transition in the EMS industry, focusing on higher margin and faster growing marketsImpending spin-off of NexTracker business contributed to FLEX's success, with shares up around 75% over the last yearJabil (JBL) presents a similarly attractive setup as its end markets are at or near bottoms, making it a potential opportunity for investors with FLEX's outperformance poised to reverseThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Jabil Inc. entered the first quarter of its fiscal year 2025 with a relatively solid performance, as evidenced by its reported revenues and continued efforts in restructuring its business model.</li><li>The company reported $7 billion in revenue for the quarter, representing a 1% increase when excluding the impact of a prior-year divestiture in the Mobility segment.</li><li>Core operating income was $347 million, with a margin holding steady at 5%, despite a modest impact from recent hurricanes.</li></ul>

Jabil Inc. entered the first quarter of its fiscal year 2025 with a relatively solid performance, as evidenced by its reported revenues and continued efforts in restructuring its business model.The company reported $7 billion in revenue for the quarter, representing a 1% increase when excluding the impact of a prior-year divestiture in the Mobility segment.Core operating income was $347 million, with a margin holding steady at 5%, despite a modest impact from recent hurricanes.

Jabil Inc.: Can Its AI and Data Cloud Expansion Give Them A Competitive Edge? - Major Drivers

<ul><li>Jabil, a diversified manufacturing solutions provider, outlined its financial and strategic achievements for the fiscal year 2024 in its recent earnings call, presided over by newly appointed Chief Executive Officer, Mike Dastoor.</li><li>The call also introduced significant organizational changes designed to sharpen Jabil's focus on three core market segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Jabil, a diversified manufacturing solutions provider, outlined its financial and strategic achievements for the fiscal year 2024 in its recent earnings call, presided over by newly appointed Chief Executive Officer, Mike Dastoor.The call also introduced significant organizational changes designed to sharpen Jabil's focus on three core market segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Jabil Inc.: Will The Diversification Into High-Margin AI Business Yield Dividends? - Major Drivers

United States

Jabil Circuit, Inc. is an electronic manufacturing services provider for international electronics companies in the communications, personal computer, peripheral, consumer, and automotive markets.  The Company offers circuit design, board design from schematic, prototype assembly, volume board assembly, system assembly, repair, and warranty services.

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Jabil Circuit (JBL US)

Tech Supply Chain Tracker (04-Mar-2025): HP cuts 2k jobs, offshores China manufacturing for NA by 4Q25

HP plans to cut 2,000 jobs and shift 90% of its manufacturing from China to North America by the fourth quarter of 2025, while IBM closes its China...

Tech Supply Chain Tracker

Apple Supply Chain Monitor: Latest AAPL Results -- Taiwan Suppliers Well Placed for Monday Re-Open

Apple's strong 1Q25 results are expected to boost Taiwan supplier share prices when the market re-opens. Zhen Ding and Kinsus Interconnect could...

Vincent Fernando, CFA

Jabil Inc (JBL) - Tuesday, Oct 15, 2024

Jabil (JBL) presents a similarly attractive setup as its end markets are at or near bottoms, making it a potential opportunity for investors with...

Value Investors Club (VIC)

Jabil Inc.: Can Its AI and Data Cloud Expansion Give Them A Competitive Edge? - Major Drivers

Jabil Inc. entered the first quarter of its fiscal year 2025 with a relatively solid performance, as evidenced by its reported revenues and...

Baptista Research

Jabil Inc.: Will The Diversification Into High-Margin AI Business Yield Dividends? - Major Drivers

Jabil, a diversified manufacturing solutions provider, outlined its financial and strategic achievements for the fiscal year 2024 in its recent...

Baptista Research

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tech Supply Chain Tracker (04-Mar-2025): HP cuts 2k jobs, offshores China manufacturing for NA by 4Q25

HP plans to cut 2,000 jobs and shift 90% of its manufacturing from China to North America by the fourth quarter of 2025, while IBM closes its China...

Tech Supply Chain Tracker

Apple Supply Chain Monitor: Latest AAPL Results -- Taiwan Suppliers Well Placed for Monday Re-Open

​Apple's strong 1Q25 results are expected to boost Taiwan supplier share prices when the market re-opens. Zhen Ding and Kinsus Interconnect could...

Vincent Fernando, CFA

Jabil Inc (JBL) - Tuesday, Oct 15, 2024

Jabil (JBL) presents a similarly attractive setup as its end markets are at or near bottoms, making it a potential opportunity for investors with...

Value Investors Club (VIC)

Jabil Inc.: Can Its AI and Data Cloud Expansion Give Them A Competitive Edge? - Major Drivers

Jabil Inc. entered the first quarter of its fiscal year 2025 with a relatively solid performance, as evidenced by its reported revenues and...

Baptista Research

Jabil Inc.: Will The Diversification Into High-Margin AI Business Yield Dividends? - Major Drivers

Jabil, a diversified manufacturing solutions provider, outlined its financial and strategic achievements for the fiscal year 2024 in its recent...

Baptista Research

Apple's strong 1Q25 results are expected to boost Taiwan supplier share prices when the market re-opens. Zhen Ding and Kinsus Interconnect could...