601138 Foxconn Industrial Internet Co., Ltd. Loading...

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22:49
May 04
TheValueist Founder, Atlas Peak Research
Long server ODMs and system integrators on rising hardware integration complexity and rack-scale architectures, despite mixed margin implications.
601138
MED
18:04
Apr 28
TheValueist Founder, Atlas Peak Research
Bearish view on Foxconn Industrial Internet as AI hardware growth requires escalating working capital and capex, hurting cash conversion despite strong demand.
601138
HIGH
22:40
Apr 27
TheValueist Founder, Atlas Peak Research
Avoid 601138 (Foxconn Industrial Internet) as customers diversify away from China-centric supply chains, pressuring share and margins.
601138 1ST
HIGH

About 601138 Analyst Coverage

Buzzberg tracks 601138 (Foxconn Industrial Internet Co., Ltd.) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (33%). 3 total trade ideas tracked.