Industry Sentiment Dossier
Electronic Components sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Constructive participation reaches 56/100 across qualified company reads.
Direct company coverage supplies 87% of the measured article set.
Conditions that limit conviction
Evidence confidence is 64/100 and should limit conviction in the aggregate read.
Only 42% of measured equities have a positive one-week response.
Narrative Breadth
How widely tone is shared
Score Distribution
Shape of the company tape
Evidence Quality
Reliability of the read
3917 relevant story observations across 1657 publisher signals. 87% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
The path uses a fixed quality sample of up to 180 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Country map
Strongest tone
🇺🇸 United States55.642 equities · 82/100 confidence🇯🇵 Japan53.958 equities · 58/100 confidence🇬🇧 United Kingdom53.610 equities · 66/100 confidence🇮🇳 India52.58 equities · 73/100 confidence🇸🇬 Singapore51.57 equities · 68/100 confidence🇭🇰 Hong Kong51.322 equities · 59/100 confidence🇨🇳 China50.8123 equities · 51/100 confidence🇲🇾 Malaysia49.79 equities · 52/100 confidenceWeakest tone
🇰🇷 South Korea48.011 equities · 53/100 confidence🇲🇾 Malaysia49.79 equities · 52/100 confidence🇨🇳 China50.8123 equities · 51/100 confidence🇭🇰 Hong Kong51.322 equities · 59/100 confidence🇸🇬 Singapore51.57 equities · 68/100 confidence🇮🇳 India52.58 equities · 73/100 confidence🇬🇧 United Kingdom53.610 equities · 66/100 confidence🇯🇵 Japan53.958 equities · 58/100 confidence18 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Parent-sector context
Strongest tone
Technology52.9323 equities · 64/100 confidenceWeakest tone
Technology52.9323 equities · 64/100 confidencePeer Comparison
Where this read sits in the ranked tape
Catalyst Lens
What is moving the narrative
Publisher Lens
Where the latest observations came from
Positioning Lens
What deserves attention
Security Evidence
The equities behind the read
Constructive leaders
Positive news being faded · -3.9% 1W
Earnings · 42/100 confidence · 4 direct storiesNews confirmed by price · +3.3% 1W
Earnings · 89/100 confidence · 26 direct storiesPositive news being faded · -9.1% 1W
Earnings · 64/100 confidence · 5 direct storiesPositive news being faded · -15.9% 1W
Earnings · 42/100 confidence · 4 direct storiesPositive news being faded · -18.8% 1W
Earnings · 42/100 confidence · 4 direct storiesPositive news being faded · -7.6% 1W
Earnings · 64/100 confidence · 5 direct storiesPositive news being faded · -3.1% 1W
Earnings · 60/100 confidence · 5 direct storiesPositive news being faded · -9.1% 1W
Earnings · 36/100 confidence · 3 direct storiesCautious laggards
Bad news being absorbed · +12.2% 1W
Regulatory and legal · 75/100 confidence · 7 direct storiesPrice moving ahead of tone · -8.2% 1W
Earnings · 49/100 confidence · 4 direct storiesPrice moving ahead of tone · -22.2% 1W
Market update · 24/100 confidence · 2 direct storiesPrice moving ahead of tone · +14.8% 1W
Market update · 83/100 confidence · 18 direct storiesPrice moving ahead of tone · +8.5% 1W
Earnings · 61/100 confidence · 3 direct storiesBalanced read · -1.6% 1W
Market update · 36/100 confidence · 3 direct storiesBalanced read · +1.4% 1W
Market update · 48/100 confidence · 2 direct storiesBalanced read · +3.2% 1W
Regulatory and legal · 36/100 confidence · 3 direct storiesAttention leaders
Balanced read · -1.7% 1W
Earnings · 80/100 confidence · 55 direct storiesBalanced read · +1.1% 1W
Earnings · 80/100 confidence · 51 direct storiesPrice moving ahead of tone · -5.5% 1W
Earnings · 80/100 confidence · 49 direct storiesBalanced read · +1.5% 1W
Market update · 80/100 confidence · 49 direct storiesPrice moving ahead of tone · -5.7% 1W
Earnings · 80/100 confidence · 48 direct storiesBalanced read · -1.2% 1W
Earnings · 80/100 confidence · 48 direct storiesBalanced read · +2.2% 1W
Market update · 80/100 confidence · 48 direct storiesPrice moving ahead of tone · -8.5% 1W
Earnings · 80/100 confidence · 47 direct storiesLatest Evidence Ledger
Recent company-level observations
Taiyo Yuden Shares: Situational Awareness LP's Stake Swings Wildly — Peaked at 16.61%, Then Plunged to 4.41%
finance.biggo.com · Deals and strategy · Price moving ahead of tone
77/100 confidence · 100% direct evidenceSanmina (NASDAQ:SANM) Shows Accelerating Growth and Improving Fundamentals Across Key Metrics
ChartMill · Earnings · News confirmed by price
89/100 confidence · 100% direct evidenceAmphenol Corporation (NYSE:APH) Given Consensus Recommendation of "Buy" by Brokerages
MarketBeat · Earnings · News confirmed by price
69/100 confidence · 100% direct evidenceKopin (KOPN) Reports Break-Even Earnings for Q2
finance.yahoo.com · Earnings · News confirmed by price
92/100 confidence · 100% direct evidenceIbiden (TSE:4062) Is Up 21.7% After Hiking Guidance On AI Server Substrate Demand
simplywall.st · Earnings · Price moving ahead of tone
73/100 confidence · 100% direct evidenceTokyo Ohka Kogyo (TSE:4186) Could Be 49% Undervalued As Earnings Guidance Rises
simplywall.st · Earnings · Balanced read
81/100 confidence · 100% direct evidence(LYTS) Movement as an Input in Quant Signal Sets
Stock Traders Daily · Market update · Price moving ahead of tone
85/100 confidence · 100% direct evidenceCorning: The Pullback We Asked For Arrived - An Upgrade To Buy (NYSE:GLW)
Seeking Alpha · Earnings · News confirmed by price
78/100 confidence · 100% direct evidenceCorning: The Pullback We Asked For Arrived - An Upgrade To Buy (NYSE:GLW)
Seeking Alpha · Guidance · News confirmed by price
75/100 confidence · 100% direct evidenceLittelfuse Appoints Todd Kelsey to Board of Directors
finance.yahoo.com · Earnings · News confirmed by price
89/100 confidence · 100% direct evidencePzena International Value ETF's Murata Manufacturing Co Ltd(TSE:6981) Holding History
GuruFocus · Earnings · Balanced read
72/100 confidence · 100% direct evidenceBank of America Corp DE Has $61.97 Million Stock Holdings in TTM Technologies, Inc. $TTMI
MarketBeat · Market update · Balanced read
79/100 confidence · 100% direct evidenceAlps Alpine Co., Ltd. (ALE.F) stock price, news, quote and history
Market source · Market update · Price moving ahead of tone
65/100 confidence · 100% direct evidenceKaynes Technology India Limited Just Missed EPS By 17%: Here's What Analysts Think Will Happen Next
simplywall.st · Earnings · Balanced read
90/100 confidence · 100% direct evidence5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease
finance.yahoo.com · Earnings · News confirmed by price
52/100 confidence · 100% direct evidenceEnomoto Co., Ltd. authorizes a Buyback Plan.
marketscreener.com · Capital return · Price moving ahead of tone
55/100 confidence · 100% direct evidenceOliver Luxxe Assets LLC Sells 18,143 Shares of Allient Inc. $ALNT
MarketBeat · Earnings · News confirmed by price
89/100 confidence · 100% direct evidencePrice to earnings forward of Infotmic Co. Ltd. Class A – SZSE:000670
TradingView · Regulatory and legal · Bad news being absorbed
75/100 confidence · 100% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.