Infrastructure Investment - India announced measures to invest nearly $133 billion to enhance infrastructure and boost manufacturing across various sectors including textiles and electronic components [1] - A growth fund of 100 billion rupees was allocated for small businesses, along with a 20 billion rupee top-up on a previous self-reliant fund [2] Economic Context - The budget presentation by Finance Minister Nirmala Sitharaman aimed to protect the economy amid global uncertainties and ongoing US tariffs [2][3] - The external environment is characterized by disrupted supply chains and challenges to trade and multilateralism [3] Benefiting Sectors - **Pharmaceuticals**: An outlay of $1.1 billion over five years was announced to enhance production and research for biologics and biosimilars, aiming to position India as a biopharma hub [4] - **Textiles**: Policy measures including the establishment of 'mega textile parks' are expected to benefit apparel makers affected by tariffs, with companies like Raymond Ltd. and Trident Ltd. seeing significant stock gains [6] - **Electronic Manufacturing**: A $4.3 billion investment was earmarked for electronic components manufacturing, with major firms like Apple increasing their presence in India [7][8] - **Data Centers**: A tax holiday proposal for foreign companies providing cloud services from India-based data centers through 2047 is anticipated to boost the cloud infrastructure sector [9][10] - **Infrastructure**: Shipping stocks gained following announcements of a ship-repair ecosystem and incentives for seaplanes, with companies like Shipping Corp. of India seeing stock increases [11][12] - **GIFT City**: A proposed extension of the tax holiday at GIFT City aims to attract foreign capital, potentially positioning it as a rival to financial hubs like Dubai and Singapore [13] Losing Sectors - **Brokers**: An increase in the securities transaction tax on equity futures and options has led to declines in shares of stock brokers and exchanges, reflecting a government effort to curb speculative trading [14] - **State-Owned Banks**: Expectations for consolidation and foreign shareholding relaxation were unmet, leading to declines in shares of state-run banks amid concerns over a record bond sale impacting treasury incomes [15] - **Clean Energy**: The clean energy sector expressed disappointment over the lack of anticipated tax regime rationalization, which was expected to facilitate a transition to a net carbon zero economy [16]

For the quarter ended December 2025, Avnet (AVT) reported revenue of $6.32 billion, up 11.6% over the same period last year. EPS came in at $1.05, compared to $0.87 in the year-ago quarter.The reported revenue represents a surprise of +5.28% over the Zacks Consensus Estimate of $6 billion. With the consensus EPS estimate being $0.95, the EPS surprise was +10.53%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next m ...

Avnet Second Quarter Fiscal Year 2026 Financial Results January 28, 2026 Safe Harbor Statement Regional demand • Growth in Asia, the Americas and EMEA Y/Y End market demand This document contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, with respect to the financial condition, results of operations, and business of the Company. You can find many of these statements by looking fo ...

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]

Company Overview - TE Connectivity plc (TEL) has a market capitalization of $68.4 billion and specializes in connectivity and sensor solutions for data and power transmission in demanding environments [1] - The company is headquartered in Ireland and offers a wide range of products including connectors, sensors, relays, antennas, and electronic components for various markets such as automotive, industrial equipment, aerospace, defense, medical technology, energy, and communications [1] Earnings Expectations - Analysts anticipate that TEL will report a profit of $2.54 per share for fiscal 2026 first-quarter earnings, reflecting a 30.3% increase from $1.95 per share in the same quarter last year [2] - For the entire fiscal 2026, the expected profit is projected to be $10.56 per share, which represents a 20.6% increase from $8.76 per share in fiscal 2025 [3] - EPS is expected to grow by 8.3% year over year to $11.44 in fiscal 2027 [3] Stock Performance - TEL's stock has increased by 58.9% over the past 52 weeks, significantly outperforming the S&P 500 Index's return of 14.8% and the Technology Select Sector SPDR Fund's increase of 21.8% during the same period [4] Dividend Announcement - On December 17, TE Connectivity announced a regular quarterly cash dividend of $0.71 per ordinary share, payable on March 13, 2026, to shareholders of record as of February 20, 2026 [5] - The market reacted positively to the dividend announcement, with TE Connectivity shares gaining 1.5% in the following trading session [5] Analyst Ratings - Wall Street analysts have a moderately optimistic outlook on TEL's stock, with an overall "Strong Buy" rating [6] - Among 18 analysts covering the stock, 13 recommend "Strong Buy" and 5 suggest "Hold" [6] - The mean price target for TEL is $264.47, indicating a potential upside of 13.8% from current levels [6]

Group 1: Industry Developments - Wintipak is expanding its aseptic packaging solutions in Halle with the third construction phase in Star Park, enhancing its European production network's stability and committing to sustainable production processes [1] - Avnet is investing over 225 million euros to build a distribution center for electronic components in Bernburg, expected to create up to 700 new jobs and capable of shipping tens of thousands of packages daily starting in spring 2026 [2] - Mercury is establishing a development and production center in Schönebeck, set to open in spring 2026, which will employ around 200 skilled professionals to provide technical services for high-tech customers in Europe [3] Group 2: Major Projects and Employment - Daimler Truck has completed the largest spare parts center in Europe in Halberstadt within two years, creating over 650 jobs and implementing a CO-neutral energy concept for sustainable logistics [4] - Ramme Electric Machines, a manufacturer of electric ship motors, exemplifies successful medium-sized enterprises in Saxony-Anhalt, while Campo Amargo is expanding its specialty reagent production in the Bitterfeld-Wolfen chemical park [5] - Merz is investing 50 million euros in additional capacities for specialized active ingredients in the Biopharma Park Dessau-Roßlau, further enhancing the region's biotechnological expertise [5] Group 3: Regional Growth and Future Prospects - Saxony-Anhalt is building on its successes and aims for further milestones by 2026, positioning itself as an attractive location for companies seeking growth, innovation, and future viability [6]

天眼查App显示，近日，合肥甄觉科技有限公司成立，法定代表人为刘祺，注册资本300万人民币，经 营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；电机制造；电 子元器件制造；智能基础制造装备制造；电机及其控制系统研发；电子元器件批发；电力电子元器件销 售；智能基础制造装备销售；货物进出口；技术进出口（除许可业务外，可自主依法经营法律法规非禁 止或限制的项目）。 ...

Core Viewpoint - Hengshui Chaosheng Technology Co., Ltd. has been established with a registered capital of 100,000 RMB, focusing on various technology and electronic components services [1] Company Overview - The legal representative of the company is Yue Qiang [1] - The registered capital is 100,000 RMB [1] Business Scope - The company engages in a wide range of activities including technology services, development, consulting, and transfer [1] - It is involved in integrated circuit manufacturing, sales, design, and related services [1] - The company also deals in electronic components manufacturing and retail [1] - Additional activities include software development and sales, import and export of goods and technology, and various sales of hardware products [1]

Core Viewpoint - Recently, Tongling Yabo Xuan Electronics Co., Ltd. was established with a registered capital of 30 million RMB, focusing on various aspects of integrated circuit manufacturing and sales [1] Company Summary - The legal representative of Tongling Yabo Xuan Electronics Co., Ltd. is Hu Xiaotian [1] - The registered capital of the company is 30 million RMB [1] Business Scope - The company operates in general projects including integrated circuit manufacturing, sales, and design [1] - It also engages in the manufacturing, wholesale, and retail of electronic components [1] - Additional activities include the manufacturing, sales, and research and development of electronic special materials [1] - The company is involved in import and export activities, as well as technology import and export [1] - It can operate independently in legal and regulatory projects that are not prohibited or restricted [1]