Industry Sentiment Dossier
Electronics & Computer Distribution 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
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
Score Distribution
Shape of the company tape
Evidence Quality
Reliability of the read
633 relevant story observations across 331 publisher signals. 100% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
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
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Country map
15 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Parent-sector context
Strongest tone
Technology52.567 equities · 61/100 confidenceWeakest tone
Technology52.567 equities · 61/100 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
News confirmed by price · +5.7% 1W
Capital return · 36/100 confidence · 3 direct storiesPositive news being faded · -1.3% 1W
Earnings · 90/100 confidence · 25 direct storiesNews confirmed by price · +9.9% 1W
Earnings · 50/100 confidence · 4 direct storiesPrice moving ahead of tone · -6.1% 1W
Earnings · 70/100 confidence · 8 direct storiesPositive news being faded · -6.0% 1W
Earnings · 90/100 confidence · 44 direct storiesPrice moving ahead of tone · +5.3% 1W
Earnings · 75/100 confidence · 45 direct storiesBalanced read · +3.2% 1W
Market update · 75/100 confidence · 44 direct storiesBalanced read · -3.9% 1W
Earnings · 66/100 confidence · 7 direct storiesCautious laggards
Price moving ahead of tone · -10.5% 1W
Market update · 33/100 confidence · 3 direct storiesBalanced read · +1.5% 1W
Earnings · 45/100 confidence · 4 direct storiesBalanced read · -2.7% 1W
Market update · 75/100 confidence · 9 direct storiesBalanced read · +3.3% 1W
Earnings · 79/100 confidence · 7 direct storiesPrice moving ahead of tone · +6.6% 1W
Market update · 75/100 confidence · 30 direct storiesBalanced read · +0.6% 1W
Market update · 75/100 confidence · 17 direct storiesBalanced read · -3.4% 1W
Market update · 75/100 confidence · 6 direct storiesPrice moving ahead of tone · -4.2% 1W
Market update · 69/100 confidence · 7 direct storiesAttention leaders
Balanced read · -0.6% 1W
Market update · 75/100 confidence · 52 direct storiesPrice moving ahead of tone · +9.6% 1W
Earnings · 75/100 confidence · 48 direct storiesBalanced read · +3.1% 1W
Earnings · 75/100 confidence · 45 direct storiesPrice moving ahead of tone · +5.3% 1W
Earnings · 75/100 confidence · 45 direct storiesBalanced read · +3.2% 1W
Market update · 75/100 confidence · 44 direct storiesPositive news being faded · -6.0% 1W
Earnings · 90/100 confidence · 44 direct storiesPrice moving ahead of tone · +6.6% 1W
Market update · 75/100 confidence · 30 direct storiesPrice moving ahead of tone · +6.9% 1W
Market update · 75/100 confidence · 29 direct storiesLatest Evidence Ledger
Recent company-level observations
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 evidenceTD SYNNEX Expands IBM Distribution to Accelerate Partner-Led Growth Worldwide
finance.yahoo.com · Earnings · Positive news being faded
90/100 confidence · 100% direct evidenceArrow 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 evidenceInnotech Delivers Profit Surge and Raises FY2026 Outlook Despite Lower Sales
tipranks.com · Earnings · Price moving ahead of tone
49/100 confidence · 100% direct evidencePrice to earnings forward of Infotmic Co. Ltd. Class A – SZSE:000670
TradingView · Earnings · Balanced read
44/100 confidence · 100% direct evidenceBasic earnings per share (basic EPS) of PT Prima Multi Usaha Indonesia Tbk – IDX:PMUI
TradingView · Earnings · Balanced read
48/100 confidence · 100% direct evidenceTranche 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 evidenceDespec Bilgisayar Reports Broad Alignment With Participation Finance Principles
TipRanks · Market update · Balanced read
75/100 confidence · 100% direct evidenceUniquest Corporation Revenue Breakdown – KRX:077500
TradingView · Earnings · Price moving ahead of tone
24/100 confidence · 100% direct evidenceArrow 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 evidenceApplied Co., Ltd. Revenue Breakdown – TSE:3020
TradingView · Earnings · Balanced read
21/100 confidence · 100% direct evidenceGroupe LDLC Updates Market on Share Capital and Voting Rights Structure
TipRanks · Earnings · Balanced read
45/100 confidence · 100% direct evidenceAcco Group Holdings Ord Shs (ACCL) Earnings Forecast: Future EPS & Revenue Growth Estimates
TradingKey · Earnings · Price moving ahead of tone
52/100 confidence · 100% direct evidenceArtroniq acquires precision engineering company for RM12 million
Malaysiakini · Market update · Price moving ahead of tone
24/100 confidence · 100% direct evidenceTelsys Ltd. Revenue Breakdown – TASE:TLSY
TradingView · Earnings · Price moving ahead of tone
24/100 confidence · 100% direct evidenceReverse 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 evidenceTrade Alert: Senior VP Of PC Connection Thomas Baker Has Sold Stock
simplywall.st · Earnings · Balanced read
75/100 confidence · 100% direct evidencePineapple 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 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.