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2014年全美研究团队:技术供应链,2号:Amit Daryanani

    <2014年全美研究团队 AMIT Daryananirbc Capital MarketsFirst-Place外观:0

    总出现:4

    团队首次亮相:2011年

    第三年跑步,amit daryanani.在这个名单上捕获第二个地方。RBC Capital Markets分析师涵盖了他在旧金山的基地的21个技术供应链名称。He believes that the sector will “be a stock picker’s market, and company performances will be driven by their end-customer and end-market exposures, along with a company’s ability to translate incremental sales and cost saving benefits to outsize [earnings per share] growth.” He has been recommending that investors favor “companies exposed to European automotive markets; companies that have self-help levers in terms of cost cuts and/or acquisitions, such as Flextronics International; and companies that are positioned to extend their balance sheets and do acquisitions that enable material value creation.” As examples, he cites control manufacturer Amphenol Corp. of Wallingford, Connecticut, and its entry into the sensors market; as well as the Netherlands’ Sensata Technologies Holdings, which in August agreed to acquire Denver-based Schrader, a maker of tire pressure monitoring sensors. Daryanani has been touting Singapore’s Flextronics since April 2013, and by the middle of last month, its stock had rocketed 63.4 percent, to $10.88, leading its peers by 20.3 percentage points.