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

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Watching

Company	Price & Valuation	My FV & Narrative	Valuation	Growth	Analyst Target
MU Micron Technology US$766.5845.6% overvalued intrinsic discount 19.7%7D 86.8%3M AN US$526.48author fair value 13 Aprauthor updated this narrative MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics
AAPL Apple US$294.801.0% undervalued intrinsic discount 3.7%7D 7.0%3M AN US$297.88author fair value 29 Aprauthor updated this narrative AAPL: Momentum in Product Cycle and Services Will Offset Regulatory Headwinds Going Forward
UBI Ubisoft Entertainment €4.9685.3% undervalued intrinsic discount 2.4%7D 19.0%3M DA €33.8author fair value 25 Aprauthor updated this narrative Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share
3176 Sanyo Trading JP¥1,599.000.7% overvalued intrinsic discount 1.3%7D -14.1%3M AS JP¥1.59kauthor fair value 10 Febauthor updated this narrative Delivering steady performance

Watching

Company	Price & Valuation	My FV & Narrative	Valuation	Growth	Analyst Target
MU Micron Technology 19.7%7D 86.8%3M	US$766.58 45.6% overvalued intrinsic discount	AN US$526.48author fair value 13 Aprauthor updated this narrative MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics	PE 35.9x	E 27.2%	US$573.90
AAPL Apple 3.7%7D 7.0%3M	US$294.80 1.0% undervalued intrinsic discount	AN US$297.88author fair value 29 Aprauthor updated this narrative AAPL: Momentum in Product Cycle and Services Will Offset Regulatory Headwinds Going Forward	PE 35.3x	E 8.2%	US$305.28
UBI Ubisoft Entertainment 2.4%7D 19.0%3M	€4.96 85.3% undervalued intrinsic discount	DA €33.8author fair value 25 Aprauthor updated this narrative Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share	PS 0.4x	E 59.0%	€6.34
3176 Sanyo Trading 1.3%7D -14.1%3M	JP¥1,599.00 0.7% overvalued intrinsic discount	AS JP¥1.59kauthor fair value 10 Febauthor updated this narrative Delivering steady performance	PE 9.6x	E 1.3%	n/a

Watching

MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics

AAPL: Momentum in Product Cycle and Services Will Offset Regulatory Headwinds Going Forward

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Delivering steady performance

Watching

MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics

AAPL: Momentum in Product Cycle and Services Will Offset Regulatory Headwinds Going Forward

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Delivering steady performance