industry intelligence Measured conclusion Latest qualified tape

Industry Sentiment Dossier

Electronics & Computer Distribution sentiment intelligence

Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.

Constructive but selective 54/100 narrative breadth 61/100 evidence confidence 67 qualified equities from 134 latest records
Peer rank118 of 157weighted group score
Qualified coverage50%67 records withheld
Direct evidence100%633 company matches
Story dispersion3.5cross-company score spread
Relative to context-0.3versus Technology
Latest refresh12 Aug 2026331 publisher signals

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.

Directional score52.5weighted polarity, separate from reliability
Breadth54constructive minus cautious participation
Confidence61depth, directness, freshness and agreement

Evidence that supports the read

Direct company coverage supplies 100% of the measured article set.

Conditions that limit conviction

Evidence confidence is 61/100 and should limit conviction in the aggregate read.

Only 52% of measured equities have a positive one-week response.

Narrative Breadth

How widely tone is shared

67 equities
54Breadth
Constructive69.0%
Balanced6191.0%
Cautious00.0%

Score Distribution

Shape of the company tape

Neutral range 43 to 57
0Strong caution
0Cautious
61Balanced
6Constructive
0Strongly constructive

Evidence Quality

Reliability of the read

Confidence is not polarity
61/100 group confidence
High confidence19
Usable evidence12
Developing36

633 relevant story observations across 331 publisher signals. 100% is direct company evidence.

13-Week Trajectory

Weighted tone and participation

Completed observations only
15 Jun: tone 51.9, breadth 55.3, 66 observations22 Jun: tone 51.8, breadth 53.1, 65 observations29 Jun: tone 52.4, breadth 53.8, 66 observations06 Jul: tone 52.0, breadth 53.0, 66 observations13 Jul: tone 52.2, breadth 56.7, 67 observations20 Jul: tone 52.0, breadth 55.2, 67 observations27 Jul: tone 51.8, breadth 53.0, 67 observations03 Aug: tone 51.6, breadth 55.4, 28 observations10 Aug: tone 52.5, breadth 63.6, 11 observations 100500
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50

The path uses a fixed quality sample of up to 67 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

67 securities measured

Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.

Confirmed by price23% of qualified equities
News-price disagreement2639% of qualified equities
Cautious news absorbed00% of qualified equities
No decisive price test3958% of qualified equities
Median 1W return+0.30%
Median 4W return+0.10%
Positive 1W response52%
Active trend signal49%
Above Fair Value60%
Median Fair Value gap+21.10%

Internal Leadership

Country map

4 qualified groups

15 thin groups are withheld because they contain fewer than 5 qualified securities.

Peer Comparison

Where this read sits in the ranked tape

Rank 118 of 157

Catalyst Lens

What is moving the narrative

Latest company observations
Market update3450.7% of equities · tone 51.4
Earnings2943.3% of equities · tone 53.2
Capital return23.0% of equities · tone 58.4
Guidance11.5% of equities · tone 56.0
Macro sensitivity11.5% of equities · tone 50.0

Publisher Lens

Where the latest observations came from

Not an independence count
TradingView2638.8% of equities · tone 49.9
TipRanks1014.9% of equities · tone 50.9
simplywall.st811.9% of equities · tone 55.3
marketscreener.com34.5% of equities · tone 55.8
scanx.trade34.5% of equities · tone 52.2
finance.yahoo.com23.0% of equities · tone 59.0
MarketBeat23.0% of equities · tone 57.1
TradingKey23.0% of equities · tone 53.2

Positioning Lens

What deserves attention

Score rank#118among 157 measured industries
Parent spread-0.3versus Technology
Cross-company dispersion3.5higher values mean a less uniform tape

Security Evidence

The equities behind the read

Open any ticker for its complete dossier

Constructive leaders

Wuhan P&S Information Technology Co., Ltd.

News confirmed by price · +5.7% 1W

Capital return · 36/100 confidence · 3 direct stories
SNX60
Synnex Corporation

Positive news being faded · -1.3% 1W

Earnings · 90/100 confidence · 25 direct stories
Macnica Holdings, Inc.

News confirmed by price · +9.9% 1W

Earnings · 50/100 confidence · 4 direct stories
Sun-Wa Technos Corporation

Price moving ahead of tone · -6.1% 1W

Earnings · 70/100 confidence · 8 direct stories
ARW58
Arrow Electronics Inc

Positive news being faded · -6.0% 1W

Earnings · 90/100 confidence · 44 direct stories
Climb Global Solutions

Price moving ahead of tone · +5.3% 1W

Earnings · 75/100 confidence · 45 direct stories
ScanSource Inc

Balanced read · +3.2% 1W

Market update · 75/100 confidence · 44 direct stories
RXL57
Rexel S.A.

Balanced read · -3.9% 1W

Earnings · 66/100 confidence · 7 direct stories

Cautious laggards

ReYuu Japan Inc.

Price moving ahead of tone · -10.5% 1W

Market update · 33/100 confidence · 3 direct stories
Groupe LDLC société anonyme

Balanced read · +1.5% 1W

Earnings · 45/100 confidence · 4 direct stories
S6949
Serial System Ltd

Balanced read · -2.7% 1W

Market update · 75/100 confidence · 9 direct stories
SCT50
Softcat plc

Balanced read · +3.3% 1W

Earnings · 79/100 confidence · 7 direct stories
Optiemus Infracom Limited

Price moving ahead of tone · +6.6% 1W

Market update · 75/100 confidence · 30 direct stories
CNL50
Creative Newtech Limited

Balanced read · +0.6% 1W

Market update · 75/100 confidence · 17 direct stories
Despec Bilgisayar Pazarlama ve Ticaret Anonim Sirketi

Balanced read · -3.4% 1W

Market update · 75/100 confidence · 6 direct stories
Mimaki Engineering Co., Ltd.

Price moving ahead of tone · -4.2% 1W

Market update · 69/100 confidence · 7 direct stories

Attention leaders

AVT56
Avnet Inc

Balanced read · -0.6% 1W

Market update · 75/100 confidence · 52 direct stories
Insight Enterprises Inc

Price moving ahead of tone · +9.6% 1W

Earnings · 75/100 confidence · 48 direct stories
PC Connection Inc

Balanced read · +3.1% 1W

Earnings · 75/100 confidence · 45 direct stories
Climb Global Solutions

Price moving ahead of tone · +5.3% 1W

Earnings · 75/100 confidence · 45 direct stories
ScanSource Inc

Balanced read · +3.2% 1W

Market update · 75/100 confidence · 44 direct stories
ARW58
Arrow Electronics Inc

Positive news being faded · -6.0% 1W

Earnings · 90/100 confidence · 44 direct stories
Optiemus Infracom Limited

Price moving ahead of tone · +6.6% 1W

Market update · 75/100 confidence · 30 direct stories
Rashi Peripherals Limited

Price moving ahead of tone · +6.9% 1W

Market update · 75/100 confidence · 29 direct stories

Latest Evidence Ledger

Recent company-level observations

18 displayed
SCT50

Softcat plc (SCT) CEO and CFO Acquire Shares at 1,990.5p via Share Incentive Plan

Kalkine Media · Earnings · Balanced read

79/100 confidence · 100% direct evidence
SNX60

TD SYNNEX Expands IBM Distribution to Accelerate Partner-Led Growth Worldwide

finance.yahoo.com · Earnings · Positive news being faded

90/100 confidence · 100% direct evidence
ARW58

Arrow Electronics (ARW) Stock Could Be Trading At A 25% Premium To Fair Value

finance.yahoo.com · Earnings · Positive news being faded

90/100 confidence · 100% direct evidence

Innotech Delivers Profit Surge and Raises FY2026 Outlook Despite Lower Sales

tipranks.com · Earnings · Price moving ahead of tone

49/100 confidence · 100% direct evidence

Price to earnings forward of Infotmic Co. Ltd. Class A – SZSE:000670

TradingView · Earnings · Balanced read

44/100 confidence · 100% direct evidence

Basic earnings per share (basic EPS) of PT Prima Multi Usaha Indonesia Tbk – IDX:PMUI

TradingView · Earnings · Balanced read

48/100 confidence · 100% direct evidence

Tranche Update on Senshu Electric Co.,Ltd.'s Equity Buyback Plan announced on April 24, 2026.

marketscreener.com · Capital return · Balanced read

37/100 confidence · 100% direct evidence

Despec Bilgisayar Reports Broad Alignment With Participation Finance Principles

TipRanks · Market update · Balanced read

75/100 confidence · 100% direct evidence

Uniquest Corporation Revenue Breakdown – KRX:077500

TradingView · Earnings · Price moving ahead of tone

24/100 confidence · 100% direct evidence

Arrow Electronics Inc (ARW) Stock Down 8.4% but Still Overvalued -- GF Score: 81/100

GuruFocus · Market update · Price moving ahead of tone

78/100 confidence · 100% direct evidence

Applied Co., Ltd. Revenue Breakdown – TSE:3020

TradingView · Earnings · Balanced read

21/100 confidence · 100% direct evidence

Groupe LDLC Updates Market on Share Capital and Voting Rights Structure

TipRanks · Earnings · Balanced read

45/100 confidence · 100% direct evidence

Acco Group Holdings Ord Shs (ACCL) Earnings Forecast: Future EPS & Revenue Growth Estimates

TradingKey · Earnings · Price moving ahead of tone

52/100 confidence · 100% direct evidence

Artroniq acquires precision engineering company for RM12 million

Malaysiakini · Market update · Price moving ahead of tone

24/100 confidence · 100% direct evidence

Telsys Ltd. Revenue Breakdown – TASE:TLSY

TradingView · Earnings · Price moving ahead of tone

24/100 confidence · 100% direct evidence

Reverse repo fee applicable – Japan Securities Finance Co., Ltd. (Tokyo Stock Exchange-listed securities) (1) (1320–3107) (Subscription Date: August 4) (Settlement Date: August 6)

Moomoo · Market update · Balanced read

24/100 confidence · 100% direct evidence

Trade Alert: Senior VP Of PC Connection Thomas Baker Has Sold Stock

simplywall.st · Earnings · Balanced read

75/100 confidence · 100% direct evidence

Pineapple Resources Berhad Appoints Douglas Wong Hup Min as Group Chief Executive Officer, Effective June 10, 2026

marketscreener.com · Market update · Price moving ahead of tone

24/100 confidence · 100% direct evidence

Reproducible Method

How to read this dossier

Direction

The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.

Breadth

Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.

Confidence

Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.

Market confirmation

Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.

Coverage controls

Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.

Interpretation

This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.

Evidence context