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Celestica Inc. (CLS $378.78)
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Super Micro Computer Inc. (SMCI $32.39)
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IREN Limited (IREN $40.95)
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Nebius Group N.V. (NBIS $91.19)
Q: 5i refers to Celestica as being cheaper than peers. What peers are you referring to?
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5i Research Answer:
CLS is not overly cheap vs contract manufacturing firms, but it is cheaper than FIH Mobile (HK)...
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NBIS.