Analyst Report: Sanmina Corp

Argus

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Jul 28, 2026

Summary

Sanmina is an EMS institution formed from the operation of Sanmina and SCI successful 2001. Key markets see Communications, Enterprise Networking & Storage, Automotive, Industrial, Medical, Consumer, A/D, and Multimedia. In summation to providing accepted EMS services specified arsenic PCB

James Kelleher, CFA

Director of Research & Senior Analyst Technology

Jim has worked successful the fiscal services manufacture for implicit 25 years and joined Argus successful 1993. He is manager of probe astatine Argus and a subordinate of the Investment Policy Committee. Jim has been instrumental successful gathering Argus' proprietary valuation models, which are a cardinal portion of the proprietary Argus Six-Point Rating System. He besides oversees Argus' method investigation products; writes the Portfolio Selector study and different publications; and manages respective Argus exemplary portfolios. As a Senior Analyst, Jim covers Communications Equipment, Semiconductors, Information Processing and Electronic Manufacturing Services companies. helium is simply a CFA charter-holder, and is simply a three-time victor successful The Wall Street Journal's "Best connected the Street" All-Star Analyst Survey. In July 2010, McGraw-Hill Professional published Jim's book, "Equity Valuation for Analysts & Investors." The book, a single-volume attraction of fiscal modeling and valuation process, introduces the Argus proprietary valuation methodology known arsenic Peer Derived Value.