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Posted by
Two Blokes Jun 24 -
Filed in
Stock
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5 views
I am initiating TD Synnex Corporation with a Buy rating and a fair value of $212, citing its attractive valuation and strategic shift. TD Synnex's focus on advanced solutions—cloud, security, data analytics, and AI—positions it well for enterprise and hyperscaler growth. Despite competitive pressures and reliance on major OEMs, I expect steady revenue growth and flat margins, supported by strong Q2 results.