Investment Thesis
Flextronics International (FLEX) stock is poised to outperform the market. The company has already beaten the street estimates as many analysts were not expecting such high dividends emanating from improvement in the quality of its sales mix and streamlining its investment portfolio. The current opportunity arises due to the prevailing bearish trends in the global equity markets.
Portfolio Management Is Yielding Better Results
By concentrating on higher margin segments, FLEX has increased its margins. Further, the company has also cut its administrative costs. business group performance in the latest quarter shows healthy growth