20
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
FORM FormFactor US$148.3748.4% overvalued intrinsic discount 16.2%7D 102.7%3M | ||||||
VIAV Viavi Solutions US$46.1532.9% overvalued intrinsic discount 12.1%7D 145.6%3M | ||||||
5698 Envipro Holdings JP¥1,007.0093.5% undervalued intrinsic discount 9.3%7D 15.3%3M | ||||||
CFIN.N0000 Central Finance LK₨258.75167.1% overvalued intrinsic discount 7.8%7D -8.3%3M | ||||||
3529 eMemory Technology NT$3,980.0024.8% overvalued intrinsic discount 7.4%7D 161.8%3M | ||||||
CRWD CrowdStrike Holdings US$445.399.1% undervalued intrinsic discount 6.5%7D -1.6%3M | ||||||
AAPL Apple US$273.437.8% undervalued intrinsic discount 3.8%7D 10.2%3M | ||||||
CPI Capitec Bank Holdings R4,420.6429.3% overvalued intrinsic discount 2.3%7D 1.4%3M | ||||||
MTN MTN Group R204.015.7% undervalued intrinsic discount 1.3%7D 15.8%3M | ||||||
WBO Wilson Bayly Holmes-Ovcon R158.0328.2% undervalued intrinsic discount 0.8%7D -8.5%3M | ||||||
DSY Discovery R261.5312.4% undervalued intrinsic discount 0.2%7D 13.4%3M | ||||||
HAYL.N0000 Hayleys LK₨230.00663.7% overvalued intrinsic discount 0%7D -1.1%3M | ||||||
NPH Northam Platinum Holdings R347.5113.3% undervalued intrinsic discount -0.6%7D -16.0%3M | ||||||
MLM Martin Marietta Materials US$610.6412.8% undervalued intrinsic discount -1.0%7D -6.4%3M | ||||||
MSFT Microsoft US$415.755.3% overvalued intrinsic discount -1.1%7D -10.8%3M | ||||||
CLH City Lodge Hotels R4.4061.0% overvalued intrinsic discount -1.1%7D -10.2%3M | ||||||
NED Nedbank Group R265.353.5% undervalued intrinsic discount -1.4%7D -3.0%3M | ||||||
4674 Cresco JP¥1,379.0043.6% undervalued intrinsic discount -4.8%7D -20.9%3M | ||||||
NA9 Nagarro €45.0830.6% undervalued intrinsic discount -6.2%7D -35.6%3M | ||||||
HAR Harmony Gold Mining R273.7645.2% undervalued intrinsic discount -6.9%7D -28.1%3M |
20
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
FORM FormFactor 16.2%7D 102.7%3M | US$148.37 48.4% overvalued intrinsic discount | PS 14.7x | E 42.6% | US$96.00 | ||
VIAV Viavi Solutions 12.1%7D 145.6%3M | US$46.15 32.9% overvalued intrinsic discount | PS 8.6x | E 96.3% | US$36.57 | ||
5698 Envipro Holdings 9.3%7D 15.3%3M | JP¥1,007.00 93.5% undervalued intrinsic discount | PE 16.1x | S n/a | n/a | ||
CFIN.N0000 Central Finance 7.8%7D -8.3%3M | LK₨258.75 167.1% overvalued intrinsic discount | PE 5.8x | S n/a | n/a | ||
3529 eMemory Technology 7.4%7D 161.8%3M | NT$3,980.00 24.8% overvalued intrinsic discount | PB 77.4x | E 27.2% | NT$3,189.17 | ||
CRWD CrowdStrike Holdings 6.5%7D -1.6%3M | US$445.39 9.1% undervalued intrinsic discount | PS 23.6x | E 43.9% | US$491.14 | ||
AAPL Apple 3.8%7D 10.2%3M | US$273.43 7.8% undervalued intrinsic discount | PE 34.1x | E 7.7% | US$297.71 | ||
CPI Capitec Bank Holdings 2.3%7D 1.4%3M | R4,420.64 29.3% overvalued intrinsic discount | PE 30.4x | E 15.2% | R4,741.57 | ||
MTN MTN Group 1.3%7D 15.8%3M | R204.01 5.7% undervalued intrinsic discount | PE 18.5x | E 35.1% | R222.50 | ||
WBO Wilson Bayly Holmes-Ovcon 0.8%7D -8.5%3M | R158.03 28.2% undervalued intrinsic discount | PE 6.8x | E 7.8% | R220.00 | ||
DSY Discovery 0.2%7D 13.4%3M | R261.53 12.4% undervalued intrinsic discount | PE 16.6x | E 14.7% | R299.05 | ||
HAYL.N0000 Hayleys 0%7D -1.1%3M | LK₨230.00 663.7% overvalued intrinsic discount | PE 12.5x | S n/a | n/a | ||
NPH Northam Platinum Holdings -0.6%7D -16.0%3M | R347.51 13.3% undervalued intrinsic discount | PE 14.9x | E 21.7% | R410.17 | ||
MLM Martin Marietta Materials -1.0%7D -6.4%3M | US$610.64 12.8% undervalued intrinsic discount | PE 37.2x | E 12.8% | US$694.09 | ||
MSFT Microsoft -1.1%7D -10.8%3M | US$415.75 5.3% overvalued intrinsic discount | PE 25.9x | E 13.1% | US$578.00 | ||
CLH City Lodge Hotels -1.1%7D -10.2%3M | R4.40 61.0% overvalued intrinsic discount | PE 11.6x | S n/a | n/a | ||
NED Nedbank Group -1.4%7D -3.0%3M | R265.35 3.5% undervalued intrinsic discount | PE 15.5x | E 26.2% | R310.61 | ||
4674 Cresco -4.8%7D -20.9%3M | JP¥1,379.00 43.6% undervalued intrinsic discount | PE 11x | S n/a | n/a | ||
NA9 Nagarro -6.2%7D -35.6%3M | €45.08 30.6% undervalued intrinsic discount | PE 11.7x | E 22.7% | €83.25 | ||
HAR Harmony Gold Mining -6.9%7D -28.1%3M | R273.76 45.2% undervalued intrinsic discount | PE 10.5x | E 34.9% | R397.50 |