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Flex: Strong Secular Trends Supporting Growth, But Valuation Leaves Limited Upside

Flex has transformed itself from a low-margin contract maker to a solution-oriented operator with access to strong secular trends such as AI and cloud infrastructure. Agility Solutions, powered by multi-year hyperscale victories, has become theI have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a listed IT company of market cap ~USD 2.5bn. ...