Tradr 2X Long CLS Daily ETF

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $天弘科技(CLS.US) Celestica Announces $𝟯 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 Common Share Offering

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗲𝗹𝗲𝘀𝘁𝗶𝗰𝗮 launches a $𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 treasury offering of common shares.

➤ Proceeds will support 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗰𝗮𝗽𝗶𝘁𝗮𝗹, capital expenditures, and corporate purposes.

➤ Underwriters have a 𝟯𝟬-𝗱𝗮𝘆 option to purchase up to 𝟭𝟱% additional shares.

➤ 𝗕𝗼𝗳𝗔 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝗶𝗲𝘀 and 𝗖𝗶𝘁𝗶𝗴𝗿𝗼𝘂𝗽 are joint lead bookrunners.

➤ 𝗧𝗗 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝗶𝗲𝘀 is serving as bookrunner.

➤ Closing remains subject to customary conditions and regulatory approvals.

➤ New shares are expected to be listed on the 𝗡𝗬𝗦𝗘 and 𝗧𝗦𝗫.

➤ Capital raise aims to support growth alongside rising customer demand.

➤ Celestica continues expanding its AI data center infrastructure business.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Strengthens Celestica's balance sheet to fund future AI infrastructure growth.

➤ Provides financial flexibility to support increasing customer demand.

➤ Reflects management's confidence in sustained multi-year business momentum.

➤ Additional shares may dilute existing shareholders but increase growth capital.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗠𝗮𝗻𝗱𝗲𝗲𝗽 𝗖𝗵𝗮𝘄𝗹𝗮, Chief Financial Officer of Celestica:

"Maintaining a robust capital structure with enhanced balance sheet flexibility is central to executing our long-term strategy."

𝗥𝗼𝗯 𝗠𝗶𝗼𝗻𝗶𝘀, Chief Executive Officer of Celestica:

"Our demand outlook is the strongest in the Company's history, and our multi-year visibility continues to strengthen."

$天弘科技(CLS.US) 是我最喜欢的 AI 概念股，我之前说过很多次了。$GE Vernova(GEV.US) 排在第二位。

让我们看看 Celesticas 的财务数据。

- 有趣的事实：自 2019 年 10 月以来从未错过财报季。

- 营收 47.0 亿美元（+62%），远超 41.5–44.5 亿美元的指引。

- 调整后每股收益 2.54 美元，高于 2.14–2.34 美元的指引。

- 利润率创下公司历史新高，达到 8.2%。

- 随后他们再次上调全年预期：全年营收至 205 亿美元，调整后每股收益至 11.30 美元。股价随之温和上涨。

为什么我认为它飙升？很简单，业绩超预期并上调指引，契合了人们已经相信的故事。数据中心/AI 算力需求、更好的组件供应，以及管理层有理由地提高全年预期。没有混乱的借口，只有执行力。

接下来会怎样？短期内它将继续在 AI 供应链中保持领先地位。我们目前处于整合整理区。每当下一轮 AI 上涨行情到来时，它应该会是领涨股。