Tech German Community
Our community narratives are driven by numbers and valuation.
Tech German Investing Ideas
Keyence
25.2% undervalued intrinsic discount
Eyes of the Factory: Keyence and the Trillion-Yen Opportunity in Autonomous Machine Vision
View narrativeCR
Published 7 Mar
Jenoptik
11.6% overvalued intrinsic discount
Semiconductor And Automotive Volatility Will Limit Revenue But Offer Hope
View narrativeAN
Updated 3 Sep
Jenoptik
8.9% undervalued intrinsic discount
Global Semiconductor Investment Will Advance Photonics And Mobility Expansion
View narrativeAN
Updated 13 Aug
LPKF Laser & Electronics
41.4% undervalued intrinsic discount
Trade Uncertainty And Solar Delays May Pressure Laser Systems Before Longer-Term Recovery Arrives
View narrativeAN
Updated 21 Aug
LPKF Laser & Electronics
43.3% undervalued intrinsic discount
Laser Depaneling And LIDE Adoption Will Drive Long Term Industry Demand
View narrativeAN
Updated 7 Aug
LPKF Laser & Electronics
41.4% undervalued intrinsic discount
Advanced Packaging And Solar Catalysts Will Transform This Laser Specialist Over The Next Decade
View narrativeAN
Updated 24 Jul
Basler
26.0% undervalued intrinsic discount
AI Chip Equipment And Data Center Demand Will Transform This Vision Supplier’s Long-Term Prospects
View narrativeAN
Updated 10 Jul
Basler
18.0% undervalued intrinsic discount
AI Manufacturing Demand And Computer Vision Expansion Will Support A Stronger Long Term Outlook
View narrativeAN
Updated 26 Jun
Jenoptik
24.9% undervalued intrinsic discount
Dresden Fab And Smart Mobility Will Accelerate Digital Transformation
View narrativeAN
Updated 22 Jun
