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.
Executive summary
Wireless telecom is the most attractive industry in these 2 sectors regarding our metrics. It is better than historical averages in valuation and in profitability. Communication equipment and computer/peripherals are fairly priced and above the profitability baseline. Electronic equipment is moderately overpriced. Other industries are significantly overvalued. Software and entertainment are the less attractive ones, with the 4 metrics looking bad. Since last