Watchlist

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

AlexD

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Watching

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
992 Lenovo Group HK$25.94n/aintrinsic discount 19.3%7D 106.9%3M The author hasn't set a fair value for 992
MNTN MNTN US$11.11n/aintrinsic discount 20.5%7D 34.2%3M The author hasn't set a fair value for MNTN
ADMA ADMA Biologics US$9.90n/aintrinsic discount 17.0%7D 25.6%3M The author hasn't set a fair value for ADMA
TPC Tutor Perini US$99.11n/aintrinsic discount 18.3%7D 19.7%3M The author hasn't set a fair value for TPC
DRD DRDGOLD US$23.63n/aintrinsic discount 15.7%7D -22.5%3M The author hasn't set a fair value for DRD
SEI Solaris Energy Infrastructure US$57.96n/aintrinsic discount 12.7%7D -22.4%3M The author hasn't set a fair value for SEI
FLYW Flywire US$17.78n/aintrinsic discount 11.1%7D 3.2%3M The author hasn't set a fair value for FLYW
FSG Foresight Group Holdings UK£5.03n/aintrinsic discount 8.4%7D 20.6%3M The author hasn't set a fair value for FSG
DAN Dana US$28.44n/aintrinsic discount 5.6%7D -16.0%3M The author hasn't set a fair value for DAN
PLOW Douglas Dynamics US$44.36n/aintrinsic discount 0.5%7D -3.1%3M The author hasn't set a fair value for PLOW
TOYO TOYO US$5.80n/aintrinsic discount 12.6%7D -56.9%3M The author hasn't set a fair value for TOYO
GEV GE Vernova US$990.32n/aintrinsic discount 0.003%7D -7.7%3M The author hasn't set a fair value for GEV
CARG CarGurus US$38.990.4% undervalued intrinsic discount 7.6%7D 12.2%3M AN US$39.15author fair value 07 Augauthor updated this narrative Dealer Network Expansion And Premium Tier Adoption Will Drive Future Performance
DAL Delta Air Lines US$91.34n/aintrinsic discount 4.5%7D 28.3%3M The author hasn't set a fair value for DAL
LEA Lear US$122.84n/aintrinsic discount -6.0%7D -10.6%3M The author hasn't set a fair value for LEA
LKNC.Y Luckin Coffee US$33.6328.2% undervalued intrinsic discount -3.9%7D 3.5%3M AN US$46.83author fair value 04 Augauthor updated this narrative Chinese Urbanization And Digital Transformation Will Unlock Market Potential
KRYS Krystal Biotech US$326.45n/aintrinsic discount -4.3%7D 4.3%3M The author hasn't set a fair value for KRYS
BLBD Blue Bird US$68.76n/aintrinsic discount -7.6%7D -2.3%3M The author hasn't set a fair value for BLBD
VNOM Viper Energy US$40.82n/aintrinsic discount -8.5%7D -14.1%3M The author hasn't set a fair value for VNOM
VITL Vital Farms US$12.24n/aintrinsic discount -3.8%7D 36.9%3M The author hasn't set a fair value for VITL

Watching

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
992 Lenovo Group 19.3%7D 106.9%3M	HK$25.94 n/aintrinsic discount	The author hasn't set a fair value for 992	PE 21.5x	E 20.1%	HK$28.73
MNTN MNTN 20.5%7D 34.2%3M	US$11.11 n/aintrinsic discount	The author hasn't set a fair value for MNTN	PE 14.6x	E 22.6%	US$18.60
ADMA ADMA Biologics 17.0%7D 25.6%3M	US$9.90 n/aintrinsic discount	The author hasn't set a fair value for ADMA	PE 13.1x	E 20.7%	US$17.00
TPC Tutor Perini 18.3%7D 19.7%3M	US$99.11 n/aintrinsic discount	The author hasn't set a fair value for TPC	PE 42x	E 45.4%	US$116.25
DRD DRDGOLD 15.7%7D -22.5%3M	US$23.63 n/aintrinsic discount	The author hasn't set a fair value for DRD	PE 10.3x	S 15.9%	US$33.00
SEI Solaris Energy Infrastructure 12.7%7D -22.4%3M	US$57.96 n/aintrinsic discount	The author hasn't set a fair value for SEI	PE 67x	E 45.9%	US$94.13
FLYW Flywire 11.1%7D 3.2%3M	US$17.78 n/aintrinsic discount	The author hasn't set a fair value for FLYW	PE 63.6x	E 45.6%	US$20.38
FSG Foresight Group Holdings 8.4%7D 20.6%3M	UK£5.03 n/aintrinsic discount	The author hasn't set a fair value for FSG	PE 12.2x	E 16.2%	UK£6.80
DAN Dana 5.6%7D -16.0%3M	US$28.44 n/aintrinsic discount	The author hasn't set a fair value for DAN	PS 0.4x	E 26.6%	US$37.14
PLOW Douglas Dynamics 0.5%7D -3.1%3M	US$44.36 n/aintrinsic discount	The author hasn't set a fair value for PLOW	PE 19.9x	E 17.2%	US$54.00
TOYO TOYO 12.6%7D -56.9%3M	US$5.80 n/aintrinsic discount	The author hasn't set a fair value for TOYO	PE 3.8x	E 34.6%	US$16.50
GEV GE Vernova 0.003%7D -7.7%3M	US$990.32 n/aintrinsic discount	The author hasn't set a fair value for GEV	PE 27.7x	E 9.9%	US$1,226.42
CARG CarGurus 7.6%7D 12.2%3M	US$38.99 0.4% undervalued intrinsic discount	AN US$39.15author fair value 07 Augauthor updated this narrative Dealer Network Expansion And Premium Tier Adoption Will Drive Future Performance	PE 16.4x	E 8.2%	US$39.15
DAL Delta Air Lines 4.5%7D 28.3%3M	US$91.34 n/aintrinsic discount	The author hasn't set a fair value for DAL	PE 15.1x	E 20.7%	US$105.52
LEA Lear -6.0%7D -10.6%3M	US$122.84 n/aintrinsic discount	The author hasn't set a fair value for LEA	PE 10.9x	E 22.0%	US$150.50
LKNC.Y Luckin Coffee -3.9%7D 3.5%3M	US$33.63 28.2% undervalued intrinsic discount	AN US$46.83author fair value 04 Augauthor updated this narrative Chinese Urbanization And Digital Transformation Will Unlock Market Potential	PE 19.4x	E 23.4%	US$48.21
KRYS Krystal Biotech -4.3%7D 4.3%3M	US$326.45 n/aintrinsic discount	The author hasn't set a fair value for KRYS	PE 40x	E 37.0%	US$382.86
BLBD Blue Bird -7.6%7D -2.3%3M	US$68.76 n/aintrinsic discount	The author hasn't set a fair value for BLBD	PE 7.7x	E -3.1%	US$89.25
VNOM Viper Energy -8.5%7D -14.1%3M	US$40.82 n/aintrinsic discount	The author hasn't set a fair value for VNOM	PE 136.8x	E 34.4%	US$56.26
VITL Vital Farms -3.8%7D 36.9%3M	US$12.24 n/aintrinsic discount	The author hasn't set a fair value for VITL	PS 0.7x	E 77.8%	US$13.22

Watchlist

Watching

Dealer Network Expansion And Premium Tier Adoption Will Drive Future Performance

Chinese Urbanization And Digital Transformation Will Unlock Market Potential

Watching

Dealer Network Expansion And Premium Tier Adoption Will Drive Future Performance

Chinese Urbanization And Digital Transformation Will Unlock Market Potential