EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Arrow Electronics (ARW)

Technology

Blueshift Research

According to industry experts interviewed by Blueshift, ARW faces an extremely challenging 2023, as multiple negative trends are building including an increasingly difficult relationship with one of its biggest suppliers, Texas Instruments - ARW is being relegated to smaller (and more economically sensitive) customers with low volume needs for commodity products as TXN continues to ramp up its direct sales operation to cater to bigger customers with custom requirements. To make matters worse, in the low-end market, sources reported that ARW is losing ground with some customers to catalog distributors such as Digi-Key Electronics and Mouser Electronics.

Edition: 153

- 03 February, 2023