J P M O R G A N Asia Pacific Equity Research 30 January 2026 Electronic Components Sector Component Data Deposition: Storage production trends in December 2025; solid expansion in capacity for data centers We analyze December HDD and SSD shipment data from Techno System Research (TSR). HDD production volume continues to rise gradually MoM. In December 2025, nearline HDD production capacity for data centers was flat MoM but maintained strong YoY growth. Enterprise SSD production capacity continued to increas ...

While volumes for DC-use NL HDDs and enterprise SSDs continue to grow, non-NL HDDs and non-enterprise SSDs remain weak. Key Takeaways Volumes for DC-use NL HDDs and enterprise SSDs continue to grow, but non-NL HDDs and non-enterprise HDDs remain weak: Techno Systems Research (TSR) forecasts total HDD shipment capacity to continue to grow from 1,649EB in 2025 (+31.2% YoY) to 1,869EB in 2026 (+13.3%) and total SSD capacity from 498.1EB in 2025 (+ 38.1%) to 548.8EB in 2026 (+10.2%). Although precise forecasts ...

Sitharaman further detailed plans to unlock the economic potential of urban regions by mapping city economic regions (CERs) tailored to their unique growth drivers. “An allocation of Rs 5,000 crore per CER over five years is proposed for implementing their plans through a challenge mode with a reform-cum-results based financing mechanism,” she said.India announced measures to invest nearly $133 billion to turbocharge its infrastructure overhaul and boost manufacturing for sectors from textiles to electronic ...

Key Takeaways Early Q4 results show 76.4% EPS beats and 63.2% revenue beats among S&P 500 companies. Brokers favor CAH, AN, TGT, AVT and ABM based on upgrades and rising earnings estimates. Screen also uses low price/sales ratios and liquidity filters to identify high-potential picks. The fourth-quarter earnings season is in its early stage, with 106 S&P 500 participants having reported results according to our latest Earnings Outlook, with 76.4% beating EPS estimates and 63.2% surpassing revenue estimates. ...

Key Takeaways Avnet posted Q2 EPS of $1.05, topping estimates by 10.53% and increasing 20.7% year over year.Q2 sales rose 11.6% to $6.32 billion, driven by Electronic Components and Farnell segment gains.Shares surged 13.8% as Avnet's Q3 revenue and EPS guidance surpassed analyst expectations.Avnet, Inc. (AVT) shares jumped 13.8% on Wednesday after the company reported better-than-expected second-quarter fiscal 2026 results. The company’s second-quarter adjusted earnings of $1.05 per share surpassed the Zac ...

Goldman Sachs analyst Mark Delaney sets a price target of $306 for TE Connectivity (NYSE:TEL), indicating a potential upside of approximately 32.47%.TE Connectivity forecasts a second-quarter profit that surpasses Wall Street estimates, driven by increased demand for its AI-related tools and products.The stock's current price is $231, with a trading day range between $223.76 and $238.34, and a market capitalization of approximately $67.96 billion.TE Connectivity (NYSE:TEL) is a global leader in designing an ...

TE Connectivity (NYSE:TEL) Q1 2026 Earnings call January 21, 2026 08:30 AM ET Speaker1Everyone, thank you for standing by, and welcome to the TE Connectivity First Quarter earnings call for fiscal year 2026. At this time, all lines are in a listen-only mode. Later, we will conduct a question-and-answer session. If you would like to ask a question during that time, simply press star, then the number one on your telephone keypad. As a reminder, today's call is being recorded. I would now like to turn the conf ...

Core Viewpoint - TE Connectivity projected second-quarter profit above Wall Street estimates, driven by increased demand for AI-related tools and products [1] Company Summary - TE Connectivity is an electronic component maker that is experiencing a surge in demand for its AI-related offerings [1]

Group 1: HudBay Minerals - HudBay Minerals is a mining company focused on the discovery, production, and marketing of base metals in North and Central America, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for HudBay's current year earnings has increased by 1.3% over the last 60 days [1] - HudBay's shares have gained 36.9% over the last three months, significantly outperforming the S&P 500's gain of 2.9%, and the company has a Momentum Score of A [2] Group 2: The Goldman Sachs Group - The Goldman Sachs Group is a leading global financial holding company providing investment banking, securities, investment management, and consumer banking services, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Goldman Sachs' current year earnings has increased by 4.8% over the last 60 days [2] - Goldman Sachs' shares have gained 26.6% over the last three months, again outperforming the S&P 500's gain of 2.9%, and the company possesses a Momentum Score of A [3] Group 3: Alps Electric - Alps Electric is a Japan-based company engaged in the manufacture and sale of electronic components and audio equipment, with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Alps Electric's current year earnings has increased by 6.9% over the last 60 days [3] - Alps Electric's shares have gained 11.4% over the last three months, also outperforming the S&P 500's gain of 2.9%, and the company has a Momentum Score of A [4]

Group 1: Alps Electric - Alps Electric is a Japan-based company engaged in the manufacture and sale of electronic components and audio equipment, carrying a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Alps Electric's current year earnings has increased by 6.9% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 25.05, compared to 32 for the industry, and possesses a Value Score of A [2] Group 2: Deutsche Bank - Deutsche Bank is the largest bank in Germany and one of the largest financial institutions globally, offering a wide variety of investment and financial products and services, also carrying a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Deutsche Bank's current year earnings has increased by 1.4% over the last 60 days [2] - The company has a price-to-earnings ratio (P/E) of 9.38, compared to 13.20 for the industry, and possesses a Value Score of B [3] Group 3: Carter's - Carter's is the largest marketer of branded apparel and related products for babies and young children in North America, carrying a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Carter's current year earnings has increased by 5.9% over the last 60 days [3] - The company has a price-to-earnings ratio (P/E) of 15.72, compared to 22.30 for the industry, and possesses a Value Score of B [4]