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Celestica Inc. (CLS $419.62)
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Super Micro Computer Inc. (SMCI $34.38)
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IREN Limited (IREN $41.83)
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Nebius Group N.V. (NBIS $86.10)
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.