FLEX - Flextronics International Ltd. (NASDAQ:FLEX)

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Già nominata, ma non ho trovato thread aperti
Leader nei printed circuit(tra i competitor c'è SANM)

Ha appena rilasciato la trimestrale

Graficamente mi piace.
Io sono entrato ieri a 11.60
 

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Flextronics, Nortel Complete Transfer of Calgary Manufacturing Operations and Related Assets


TUESDAY, MAY 09, 2006 9:18 AM
- PR Newswire




FLEX
12.20 -0.03












SINGAPORE, May 9, 2006 /PRNewswire-FirstCall via COMTEX/ -- Flextronics (FLEX) and Nortel* (NYSE/TSX: NT) today announced that they have completed the transfer of the manufacturing operations and related assets including product integration, testing, repair and logistics operations of Nortel's Systems House in Calgary to Flextronics. Approximately 650 employees in Calgary will transfer to Flextronics as part of the final phase of the previously announced agreement.

"Today marks a significant event in our business relationship with Nortel, as we have now completed the transfer of Nortel's remaining major optical, wireless and enterprise manufacturing operations and related supply chain activities, which should generate in excess of US$2 billion of revenue annually for Flextronics. This deal brings long-term strategic value for Flextronics and creates the broadest capability of any EMS company in the telecom market," said Mike McNamara, Flextronics' Chief Executive Officer.

"The significant increase of complex, multi-technology network solutions including carrier-grade products that we will provide to Nortel solidifies Flextronics as the leader in the infrastructure market and significantly enhances our competitive advantage for large-scale, low-cost manufacturing of very complex products," said Michael Clarke, president of Flextronics' Infrastructure segment.

"Our goal from the beginning was to create an industry-leading supply chain," said Joel Hackney, senior vice president, Global Operations and Quality, Nortel. "Working with Flextronics, our customers can expect superior value through delivery agility, global reach, cost competitiveness, excellent quality, and skilled people."

"This initiative was unprecedented in our industry in terms of size and scope," Hackney said. "We have transferred essentially all of our remaining major manufacturing activities to a world-class electronics manufacturing services provider, leaving Nortel to focus on making business simple for its customers through development and integration of world-class communications and networking solutions."
 
entrato 11,11. Si vedono passare grossi acquisti a questi livelli e forse proverà a rimbalzare;)
 
Secondo me è ottima a questi prezzi, non credo si possano trovare latri titoli del nasdaq 100 con questi numeri:

p/bv 1
d/e 0,25
p/sales 0,35
p/e èrevisto 2007 12



Tr al'altro la societa' sta mostrando una progressione degli utili del 20% a partire dal 2006 , un risultato certamente buono per il segmento in cui opera .
 
ecco i risultati presentati alcuni gg fa. Adesso sta chiudendo un gup intra
Flextronics Announces Record Results for Fourth Quarter and Fiscal Year 2007
E-mail or Print this story

26 April 2007, 4:02pm ET

SINGAPORE, April 26, 2007 /PRNewswire-FirstCall via COMTEX News Network/ --

Flextronics (NASDAQ:FLEX) today announced results for its fourth quarter and fiscal year ended March 31, 2007 as follows:

Three Months Twelve Months
(US$ in millions, except EPS) Ended Ended
March 31, March 31,
2007 2006 2007 2006
Net sales $4,677 $3,531 $18,854 $15,288
GAAP operating income $75 $40 $374 $246
Adjusted operating income (1) $141 $104 $570 $470
GAAP net income $121 $43 $509 $141
Adjusted net income (1) $122 $98 $478 $417
Diluted GAAP EPS $0.20 $0.07 $0.85 $0.24
Adjusted diluted EPS (1) $0.20 $0.16 $0.80 $0.69

(1) A reconciliation of non-GAAP financial measures to GAAP financial
measures is presented in Schedule III attached to this press release.
Fourth Quarter and Fiscal Year Results

Net sales for the fourth quarter ended March 31, 2007 were $4.7 billion, which represents an increase of $1.1 billion, or 32%, over the year ago quarter. Adjusted operating income for the fourth quarter ended March 31, 2007 increased 36% over the year ago quarter while adjusted net income increased 24% to $122 million, or $0.20 per diluted share, compared to $98 million, or $0.16 per diluted share, in the year ago quarter.

Net sales for fiscal year ended March 31, 2007 were a record high $18.9 billion, which represents an increase of $3.6 billion, or 23%, over fiscal year 2006. Adjusted operating income for fiscal 2007 increased 21% over the prior fiscal year while adjusted net income for fiscal year 2007 increased 15% to a record $478 million, or $0.80 per diluted share, compared to $417 million, or $0.69 per diluted share, in fiscal year 2006.

GAAP net income increased 181% to $121 million, or $0.20 per diluted share, for the fourth quarter ended March 31, 2007 compared to $43 million, or $0.07 per diluted share, in the year ago quarter. GAAP net income increased 261% to a fiscal year 2007 record $509 million, or $0.85 per diluted share, compared to $141 million, or $0.24 per diluted share, in fiscal year 2006.

"We are very pleased with our record-breaking fourth quarter and fiscal year results, which reflect our intense focus on growth acceleration, vertical integration and expanding our service offering to increase our market share and profitability. I wish to thank our employees, who have worked hard to achieve these revenue and profit results that are well in excess of the industry averages. We believe this exceptional growth is a validation of our strategy and results from our ability to add significant value to our customers. We will continue to be intensely focused on growing our market share with the appropriate return on capital, while enhancing our competitive position in the marketplace," said Mike McNamara, chief executive officer of Flextronics.

McNamara added, "We accomplished our growth objectives as revenues grew by 23% in fiscal 2007 to an all-time record high of $18.9 billion and adjusted annual operating profit grew by 21% while achieving our targeted annual adjusted operating margin of 3%. We are very pleased that we also met our adjusted earnings per share commitment of $0.80 for fiscal 2007. Despite a heavy investment cycle, the Company's return on invested capital increased by 60 basis points to 10.4% in fiscal 2007."

Guidance

For the first quarter ending June 29, 2007, revenue is expected to grow 18-23% on a year-over-year basis to a range of $4.8 billion to $5.0 billion and adjusted EPS is expected to grow 11-22% on a year-over-year basis to a range of $0.20-$0.22 per share.

For the 2008 fiscal year, revenue is expected to grow 10-15% on a year- over-year basis to a range of $20.7 billion to $21.7 billion and adjusted EPS is expected to grow 15-20% on a year-over-year basis to a range of $0.92-$0.96 per share.

GAAP earnings are expected to be lower than the guidance provided herein by approximately $0.03 per diluted share per quarter reflecting quarterly intangible amortization and stock-based compensation expense.

2004 Award Plan for New Employees

Options to purchase an aggregate of 741,200 ordinary shares were granted on April 24, 2007 from the 2004 Award Plan for New Employees. The options have an exercise price of $11.10 (equal to the closing price of our ordinary shares on the grant date, as quoted on the NASDAQ Global Select Market), and will expire 10 years after the date of grant (or upon termination of employment, if earlier), and generally become exercisable over four years.

Conference Call and Web Cast

A conference call hosted by Flextronics' management will be held today at 1:30 p.m. PST to discuss the Company's financial results and its outlook. This call will be broadcast via the Internet and may be accessed by logging on to the Company's website at http://www.flextronics.com. Additional information in the form of a slide presentation that summarizes the quarterly results may also be found on the Company's site. A replay of the broadcast will remain available on the Company's website after the call.

Minimum requirements to listen to the broadcast are Microsoft Windows Media Player software (free download at http://www.microsoft.com/windows/windowsmedia/download/default.asp) and at least a 28.8 Kbps bandwidth connection to the Internet.

About Flextronics

Headquartered in Singapore (Singapore Reg. No. 199002645H), Flextronics is a leading Electronics Manufacturing Services (EMS) provider focused on delivering complete design, engineering and manufacturing services to automotive, computing, consumer digital, industrial, infrastructure, medical and mobile OEMs. With fiscal year 2007 revenues from continuing operations of US$18.9 billion, Flextronics helps customers design, build, ship, and service electronics products through a network of facilities in over 30 countries on four continents. This global presence provides design and engineering solutions that are combined with core electronics manufacturing and logistics services, and vertically integrated with components technologies, to optimize

customer operations by lowering costs and reducing time to market. For more information, please visit http://www.flextronics.com.
 
Mi sa che gli scambi in ah sono ridicoli su flex cmq non ne ho compreso il movimento di questi giorni. Tocca in max a 12,15 venerdi e poi scende senza rimbalzo intraday fino a 11,15.
 
simulpaolo ha scritto:
Mi sa che gli scambi in ah sono ridicoli su flex cmq non ne ho compreso il movimento di questi giorni. Tocca in max a 12,15 venerdi e poi scende senza rimbalzo intraday fino a 11,15.
risultati e outlook sembrano buoni. Non è l'unico titolo ad avere subito questo trattamento
 
Ho ridato una occhiata e non c'è nulla che non va in questa societa' eccetto che per il sentiment non troppo ottimistico degli operatori per questo settore.
Cosi' ho deciso di aprire un long overnight a 11,05.
Il recente pullback del titolo mi è sembrata una buona occasione per entrare insieme anche alle cavolate che va sparando quell'****** di Cramer
 
simulpaolo ha scritto:
Ho ridato una occhiata e non c'è nulla che non va in questa societa' eccetto che per il sentiment non troppo ottimistico degli operatori per questo settore.
Cosi' ho deciso di aprire un long overnight a 11,05.
Il recente pullback del titolo mi è sembrata una buona occasione per entrare insieme anche alle cavolate che va sparando quell'****** di Cramer
vediamo se un rimbalzo ci porta a 11,5\6
 
Questo titolo mi ispira molto , non so nel lungo anche 20$ potrebbero essere alla portata.
 
simulpaolo ha scritto:
Questo titolo mi ispira molto , non so nel lungo anche 20$ potrebbero essere alla portata.
domani torna interessante: è a ridosso da un'area da cui rimbalza
 
mi è sfuggita, ma è partita forte subito fregandosene degli indici
 
Credite Suisse oggi l'ha upgradata ad outperformer
 
da quando le banchine d'affari hanno iniziato la copertura del settore con rating underweight siamo conciati così. Adesso comunque sembra interessante
 
extronics Buys Solectron in $3.6B Deal
Monday June 4, 7:10 am ET
Flextronics Buying Solectron in Cash-And-Stock Deal Worth About $3.6 Billion

MILPITAS, Calif. (AP) -- Singapore-based contract electronics manufacturer Flextronics International Ltd. said Monday it is purchasing contract electronics maker Solectron Corp. in a cash-and-stock deal worth about $3.6 billion.
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Solectron shareholders will be able to convert each of their shares into either 0.3450 shares of Flextronics shares or $3.89 per share in cash. The terms stipulate that no more than 70 percent and no less than 50 percent of Solectron shares will be converted into Flextronics shares.

The cash portion of the deal is a premium of about 15 percent over Solectron's closing price of $3.37 on the New York Stock Exchange on Friday, while the stock portion represents a 20 percent premium.

"By joining forces, we expect the increased scale will enable us to further extend our market segment reach and leverage an increased vertical integration opportunity, realize significant cost savings, and better serve the needs of our combined customers, employees and shareholders," Flextronics Chief Executive Mike McNamara said in a statement.

Flextronics said Citigroup Global Markets Inc. has committed to providing a $2.5 billion seven-year senior unsecured term loan to fund the cash portion of the acquisition, including the refinancing of Solectron's debt if required.

Solectron will become a subsidiary of Flextronics after the deal closes, with Solectron shareholders owning about 20 percent to 26 percent of Flextronic's outstanding shares.

As part of the agreement, Solectron can nominate two individuals approved by Flextronics to the board of the combined company.

Flextronics expects the deal to add at least 15 percent to its earnings.


The transaction is expected to close by the end of the year, subject to customary closing conditions including the approval of both companies' shareholders, certain regulatory approvals and other customary closing conditions.
 
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