One Level Deeper

Electronics manufacturing,
one level at a time

Four levels. Each one goes deeper than the last. Start wherever you are.

The word

What is EMS

Four bullets, one table, one chart. Enough to read everything below.

The map

EMS stocks in India, side by side

All of them on one page — which markets each one sells into, and how big each is.

The quarter

What’s going on in electronics manufacturing

Six findings from the latest quarter’s earnings calls of the electronics manufacturing companies covered here, compared. Together on one page, or one at a time:

  1. One layer down
  2. Bigger bills, the same rupees
  3. Everyone is stockpiling
  4. China is the customer
  5. The best business is the cheapest
  6. Foreign money is leaving
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A sector, read end to end, and the companies as they are published. Roughly monthly. Nothing else, and one click to stop.