In today’s briefing:
- CP ALL (CPALL TB) – Caught in a Force Seven Gale
- Fabrinet – Fabrinet: Expansion of Manufacturing Capacity For Resurgence In Telecom!
CP ALL (CPALL TB) – Caught in a Force Seven Gale
- CP ALL (CPALL TB) has seen a rout in its share price as investors worry that it may be drawn into investing in Seven & I Holdings.
- Indications suggest that if it was to invest, the stake would be much smaller than previously reported and it would likely come with some beneficial concessions.
- CP ALL (CPALL TB) continues to see a strong recovery in both sales and profitability, with a positive outlook for FY2025, whilst valuations have been compressed to attractive levels.
Fabrinet – Fabrinet: Expansion of Manufacturing Capacity For Resurgence In Telecom!
- Fabrinet reported robust results for the second quarter of fiscal year 2025, showcasing significant topline and bottom-line improvements.
- Revenue for the quarter reached $834 million, marking a 17% increase year-over-year and a 4% sequential rise.
- This growth exceeded expectations and translated into a record non-GAAP earnings per share of $2.61.
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