TTEC - Technology And Communication Dashboard - Update
This article series provides a monthly dashboard of industries classified by sectors. It compares valuation and quality factors relative to their historical averages in each industry.
Executive summary
Technology is one of the most resilient sectors in this black swan, alongside healthcare and consumer staples. However, current prices are the result of the market’s opinion on the black swan impact plus some deleveraging action followed by a relief rally. Our metrics will be relevant again going into this earnings season.
Computer peripherals and electronic equipment are moderately underpriced relative to historical averages in 3 valuation