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A005930 logo
Samsung Electronics

Riding the AI memory boom

Samsung operates as a two-engine business made up of consumer devices such as phones, TVs, and appliances, and semiconductors, especially memory chips. Today, the investment case is mainly driven by the semiconductor segment.Read more

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₩209.08k
2.6% overvalued intrinsic discount
Fair Value
Revenue
12% p.a.
Profit Margin
17%
Future PE
29x
Price in 2031
₩311.69k
DIS logo
Walt Disney

ESPN’s NFL Power Play: How Disney’s Sports Engine Could Drive the Next Leg of Stock Growth

Key Takeaways Disney is entering a new growth phase with streaming finally reaching profitability and the Experiences division expanding rapidly. ESPN is emerging as a pivotal growth engine, with its partnership potential—especially with the NFL—set to redefine sports streaming.Read more

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US$131.5
19.2% undervalued intrinsic discount
Fair Value
Revenue
4% p.a.
Profit Margin
13%
Future PE
24x
Price in 2030
US$206.92