Fabrinet (FRA:FAN)
€ 223 0.9 (0.41%) Market Cap: 8.13 Bil Enterprise Value: 7.27 Bil PE Ratio: 27.86 PB Ratio: 4.67 GF Score: 94/100

Fabrinet at JPMorgan Technology, Media and Communications Conference (Virtual) Transcript

May 12, 2020 / 08:10PM GMT
Release Date Price: €56 (-1.75%)
Samik Chatterjee
JPMorgan Chase & Co, Research Division - Analyst

Hi, I'm Samik Chatterjee. I cover some of the IT hardware and networking equipment names at JPMorgan. The next session we are hosting is Fabrinet, and we have the privilege of hosting Seamus Grady, who's the CEO of Fabrinet; and Csaba, CFO of Fabrinet as well.

The way we will conduct the session is I'll go through kind of a Q&A format initially, but audience members do have the option of sending in questions as well. So you can use the Q&A feature on Zoom to send in questions and I can ask them on your behalf.

Questions & Answers

Samik Chatterjee
JPMorgan Chase & Co, Research Division - Analyst

Seamus, Csaba, thank you for joining the conference. Let me just start with kind of what we are asking most companies: to kind of outline just given the COVID-19 supply chain impact that we are seeing, particularly coming out of calendar 1Q as one of the concerns. So maybe just outline for us how has the disruption impacted the way you operate? And how are you thinking

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