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."

$天弘科技(CLS.US) 是我最喜歡的 AI 概念股，我之前説過很多次了。$GE Vernova(GEV.US) 排在第二位。

讓我們看看 Celesticas 的財務數據。

- 有趣的事實：自 2019 年 10 月以來從未錯過財報季。

- 營收 47.0 億美元（+62%），遠超 41.5–44.5 億美元的指引。

- 調整後每股收益 2.54 美元，高於 2.14–2.34 美元的指引。

- 利潤率創下公司歷史新高，達到 8.2%。

- 隨後他們再次上調全年預期：全年營收至 205 億美元，調整後每股收益至 11.30 美元。股價隨之温和上漲。

為什麼我認為它飆升？很簡單，業績超預期並上調指引，契合了人們已經相信的故事。數據中心/AI 算力需求、更好的組件供應，以及管理層有理由地提高全年預期。沒有混亂的藉口，只有執行力。

接下來會怎樣？短期內它將繼續在 AI 供應鏈中保持領先地位。我們目前處於整合整理區。每當下一輪 AI 上漲行情到來時，它應該會是領漲股。