CTL - Technology And Communication Dashboard - Update
This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. This “Tech & Com” dashboard has been reshuffled after GICS structure changes in September 2018. Two industries are not in the table: media (GICS code 502010) and interactive media and services (GICS code 502030). The moving parts in these industries make it difficult to set historical baselines for our metrics.
Executive summary
Wireless telecom is the only industry looking underpriced relative to historical averages of