J P M O R G A N Asia Pacific Economic Research 07 November 2025 China: October exports fell more than expected Modest recovery expected into the year-end Tingting Ge (852) 2800-0143 tingting.ge@jpmorgan.com Tongfang Yuan (852) 2800-0085 tongfang.yuan@jpmorgan.com Jiayi Li (852) 2800-5229 jiayi.c.li@jpmorgan.com JPMorgan Chase Bank, N.A., Hong Kong Branch China's October exports declined more than expected, with broad-based weakness across major destinations and product categories—one of the most disappointi ...

Ford Motor Company CEO Jim Farley and other top business leaders are "terrified" over China’s breakneck technological advancements, warning that the Asian superpower’s innovations could crush American companies if they don’t act fast, according to a stunning report from The Telegraph.Pictured: ZEEKR’s Intelligent Factory in Ningbo, China. Via The TelegraphFarley, after touring Chinese factories, was left reeling by the cutting-edge tech packed into their vehicles - including self-driving software and facial ...

Company Overview - TD SYNNEX Corporation is a significant player in the business process services sector, distributing a variety of products including PC systems, mobile phones, IT systems, and consumer electronics. The company also offers systems design, logistics, cloud services, and marketing services to resellers, system integrators, and retailers, positioning itself as a key player in the technology distribution industry [1] Price Target Trends - The consensus price target for TD SYNNEX has shown an upward trend over the past year, increasing from $148.22 a year ago to $155.6 in the last quarter, and further to $173 in the past month, indicating growing optimism among analysts regarding the company's stock performance [2][6] Financial Performance - In the second quarter, TD SYNNEX reported strong financial results, surpassing guidance with significant revenue growth, improved profit margins, and impressive cash generation. The company's business model, focusing on scale and efficient management of working capital, supports its high-quality economic framework [3][6] Upcoming Earnings Report - The upcoming third-quarter earnings report is expected to reflect higher earnings for TD SYNNEX, with the stock having already increased by 5.8% since the last earnings report 30 days ago. Despite a lower price target of $130 from analyst Matthew Sheerin, the overall sentiment remains positive, with a valuation analysis suggesting a fair value between $170 and $175 [4][5] Investment Case - The strong financial performance of TD SYNNEX, along with a trailing free cash flow yield of 6% and steady dividend growth, strengthens the investment case for the company [5]

Famous the world over for its mobile phones and flatscreen televisions, the electronics giant is falling behind on its most important product https://t.co/7EOqCq31xr ...