Core Viewpoint - Celestica (NYSE: CLS) is considered a solid buy due to its customized solutions offered in both Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS) segments [1] Segment Analysis - Advanced Technology Solutions (ATS) provides tailored solutions that meet specific customer needs, enhancing competitive advantage [1] - Connectivity & Cloud Solutions (CCS) focuses on delivering innovative services that align with market demands, contributing to overall growth [1]

Core Viewpoint - Celestica (NYSE: CLS) is considered a solid buy due to its customized solutions offered in both Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS) segments [1] Group 1: Company Overview - Celestica operates in two main segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS) [1] Group 2: Investment Rationale - The company's customized solutions across its segments are highlighted as a key factor for investment attractiveness [1]

Core Insights - Genpact is transitioning from a legacy BPO player to a digital-first transformation partner, driven by its Advanced Technology Solutions (ATS) [1] Group 1 - The company is experiencing a significant change in its business profile, indicating a strategic shift towards digital transformation [1] - Advanced Technology Solutions (ATS) is identified as the main driver of this transformation, suggesting a focus on integrating advanced technologies into their service offerings [1]

Core Insights - Genpact is transitioning from a legacy BPO player to a digital-first transformation partner, driven by its Advanced Technology Solutions (ATS) [1] Group 1 - The company is experiencing a significant change in its business profile, indicating a strategic shift towards digital transformation [1] - Advanced Technology Solutions (ATS) is identified as the main driver of this transformation, suggesting a focus on integrating advanced technologies into their service offerings [1]