TD Synnex Corp: 1 director

A director at TD Synnex Corp sold 13,900 shares at 171.570USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...

ODDO : Shift to more favourable cycle to ease AI pressure on sector va...

While we do not deny the uncertainties and risks associated with artificial intelligence (pricing pressures, organisational change, etc.), we remain constructive on this issue, given the significant volume opportunities in prospect for the sector with the integration of agentic AI. Moreover, improving growth momentum in 2026 should reduce pressure on sector valuations (discount >30% vs Stoxx 600 vs a premium of 10% four years ago). On this basis, we have upgraded Bechtle (Outperform vs Neutral),...

ODDO : L’entrée dans un cycle plus favorable devrait réduire la pressi...

Sans nier les incertitudes et risques liés à l’IA (pressions tarifaires, changements organisationnels, etc.), nous restons constructifs sur cette thématique tant les opportunités de volumes autour de l’intégration de l’IA agentique sont importantes pour le secteur. D’autant plus que l’amélioration de la dynamique de croissance en 2026 devrait permettre de réduire la pression sur les valorisations du secteur (décote >30% vs Stoxx 600 contre une prime de 10% il y a 4 ans). Dans ce contexte, nous r...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 02/04/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 02/04/2026

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 04/02/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 04/02/2026

Arrow Global - ESG Report - Lucror Analytics

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of TD SYNNEX Corporation and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 26 January 2026 in which we reassessed the appropriateness of the ratings in the cont...

What returns to expect on Cloud AI?

After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 12/19/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 19/12/2025

ALSO Holding AG : Cloud-driven mix shift unlocks structural upside

ALSO combines a scale-driven IT distribution core with a growing cloud marketplace and solutions business that structurally improves margins and earnings quality over time. The market focuses on near-term mix dilution and thin supply margins, overlooking ecosystem effects, recurring cloud growth and improving cash conversion. At current valuation levels, ALSO trades below intrinsic value on normalised free cash flow, offering upside as the business mix gradually shifts and execution risk fades. ...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Bombardier, Nimlas, Forvia (formerly Faurecia), Hapag-Lloyd, Boparan, Wagamama, evoke, Industria Macchine Automatiche, Arrow Global

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Loewen Play, Forgital, Asmodee, Altice International, evoke, Sappi, Picard, Grupo Antolin, Odigeo, Stada, Arrow Global, Vedanta Resources

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Guala Closures, CeramTec, Arrow Global, Tele Columbus, Salt, Altice France (SFR), Infopro Digital, Nimlas, Almaviva, Cirsa, CABB, Ardagh, Canpack, Paprec Group, IRCA Group, Tullow Oil, Tereos, Oriflame

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Iliad, Almaviva, Salt, Altice France (SFR), Infopro Digital, Elior, CeramTec, Crown Holdings, Ardagh Metal Beverage Packaging, International Personal Finance, Ineos, Ineos Quattro, ASK Chemicals, Arrow Global, TAP, Ithaca Energy, Best Secret, Opella

Cloud growth, AI capex, Nvidia Guide, Memory, Auto Semi Cycle and more...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link below.

Moody's Ratings assigns Baa3 ratings to TD SYNNEX's senior unsecured n...

Moody's Ratings (Moody's) assigned Baa3 ratings to TD SYNNEX Corporation's (TD SYNNEX) proposed senior unsecured notes. The rating outlook is unchanged at stable. The net proceeds from the debt issuance will be used to repay the 2026 maturities and for general corporate purposes. RATINGS RATIONALE...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Verisure, TK Elevator, Premier Foods, Arrow Global, Sunrise, Clarios, Air Baltic, Travelodge, Victoria, Arxada, Sasol, Ineos, Ineos Quattro