32
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
BEIJ B Beijer Ref SEK 138.10n/aintrinsic discount 6.0%7D 10.0%3M The author hasn't set a fair value for BEIJ B | ||||||
BEAN BELIMO Holding CHF 878.50n/aintrinsic discount 5.1%7D 8.2%3M The author hasn't set a fair value for BEAN | ||||||
OBE Oberon Investments Group UK£0.022n/aintrinsic discount 4.8%7D 4.8%3M The author hasn't set a fair value for OBE | ||||||
CLBS Celebrus Technologies UK£0.95n/aintrinsic discount 4.4%7D -7.3%3M The author hasn't set a fair value for CLBS | ||||||
2382 Quanta Computer NT$332.50n/aintrinsic discount 3.4%7D -1.9%3M The author hasn't set a fair value for 2382 | ||||||
CRL Carel Industries €27.45n/aintrinsic discount 1.7%7D -11.9%3M The author hasn't set a fair value for CRL | ||||||
AVON Avon Technologies UK£18.54n/aintrinsic discount 1.6%7D 11.0%3M The author hasn't set a fair value for AVON | ||||||
GOOGL Alphabet US$346.59n/aintrinsic discount 0.5%7D -7.9%3M The author hasn't set a fair value for GOOGL | ||||||
MERC Mercia Asset Management UK£0.27n/aintrinsic discount 0%7D -6.9%3M The author hasn't set a fair value for MERC | ||||||
OST Ostin Technology Group US$1.70n/aintrinsic discount 0%7D -1.5%3M The author hasn't set a fair value for OST | ||||||
STJ St. James's Place UK£11.86n/aintrinsic discount -0.2%7D -0.3%3M The author hasn't set a fair value for STJ | ||||||
EXTR Extreme Networks US$22.58n/aintrinsic discount -1.9%7D -19.7%3M The author hasn't set a fair value for EXTR | ||||||
SOUN SoundHound AI US$7.11n/aintrinsic discount -2.9%7D -23.1%3M The author hasn't set a fair value for SOUN | ||||||
CHG Chemring Group UK£5.51n/aintrinsic discount -3.5%7D 7.8%3M The author hasn't set a fair value for CHG | ||||||
LRCX Lam Research US$301.90n/aintrinsic discount -3.9%7D -4.8%3M The author hasn't set a fair value for LRCX | ||||||
SPXC SPX Technologies US$198.73n/aintrinsic discount -4.1%7D -10.0%3M The author hasn't set a fair value for SPXC | ||||||
MCHP Microchip Technology US$72.93n/aintrinsic discount -4.1%7D -20.3%3M The author hasn't set a fair value for MCHP | ||||||
MTRS Munters Group SEK 169.55n/aintrinsic discount -5.4%7D -10.1%3M The author hasn't set a fair value for MTRS | ||||||
MRVL Marvell Technology US$216.62n/aintrinsic discount -8.6%7D -1.3%3M The author hasn't set a fair value for MRVL | ||||||
CBRS Cerebras Systems US$179.08n/aintrinsic discount -8.7%7D -16.0%3M The author hasn't set a fair value for CBRS | ||||||
32
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
BEIJ B Beijer Ref 6.0%7D 10.0%3M | SEK 138.10 n/aintrinsic discount | The author hasn't set a fair value for BEIJ B | PE 29.6x | E 9.3% | SEK 164.11 | |
SMTC Semtech 5.7%7D -12.3%3M | US$131.17 n/aintrinsic discount | The author hasn't set a fair value for SMTC | PE 79.5x | E 47.7% | US$209.29 | |
BEAN BELIMO Holding 5.1%7D 8.2%3M | CHF 878.50 n/aintrinsic discount | The author hasn't set a fair value for BEAN | PE 52.7x | E 13.9% | CHF 1,018.90 | |
OBE Oberon Investments Group 4.8%7D 4.8%3M | UK£0.022 n/aintrinsic discount | The author hasn't set a fair value for OBE | PS 1.5x | S n/a | n/a | |
CLBS Celebrus Technologies 4.4%7D -7.3%3M | UK£0.95 n/aintrinsic discount | The author hasn't set a fair value for CLBS | PS 2x | E 53.7% | UK£1.75 | |
NCC NCC Group 3.9%7D -2.9%3M | UK£1.45 n/aintrinsic discount | The author hasn't set a fair value for NCC | PS 1.7x | E 75.9% | UK£1.71 | |
SYSR Systemair 3.7%7D 20.4%3M | SEK 87.90 n/aintrinsic discount | The author hasn't set a fair value for SYSR | PE 22.9x | E 14.4% | SEK 97.60 | |
2382 Quanta Computer 3.4%7D -1.9%3M | NT$332.50 n/aintrinsic discount | The author hasn't set a fair value for 2382 | PE 14.5x | E 18.6% | NT$427.84 | |
CRL Carel Industries 1.7%7D -11.9%3M | €27.45 n/aintrinsic discount | The author hasn't set a fair value for CRL | PE 33.3x | E 8.5% | €34.29 | |
AVON Avon Technologies 1.6%7D 11.0%3M | UK£18.54 n/aintrinsic discount | The author hasn't set a fair value for AVON | PE 40.6x | E 26.4% | UK£23.91 | |
GOOGL Alphabet 0.5%7D -7.9%3M | US$346.59 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 17.4x | E -0.8% | US$428.07 | |
MERC Mercia Asset Management 0%7D -6.9%3M | UK£0.27 n/aintrinsic discount | The author hasn't set a fair value for MERC | PS 3.3x | E 117.8% | UK£0.62 | |
OST Ostin Technology Group 0%7D -1.5%3M | US$1.70 n/aintrinsic discount | The author hasn't set a fair value for OST | PS 0.2x | S n/a | n/a | |
STJ St. James's Place -0.2%7D -0.3%3M | UK£11.86 n/aintrinsic discount | The author hasn't set a fair value for STJ | PE 10.7x | E 10.9% | UK£16.87 | |
ENVX Enovix -0.6%7D -60.8%3M | US$3.36 n/aintrinsic discount | The author hasn't set a fair value for ENVX | PS 20x | E 37.0% | US$11.35 | |
CHRT Cohort -0.6%7D -7.4%3M | UK£12.26 n/aintrinsic discount | The author hasn't set a fair value for CHRT | PE 23.6x | E 14.1% | UK£16.68 | |
SHEL Shell -1.9%7D 4.6%3M | UK£33.45 n/aintrinsic discount | The author hasn't set a fair value for SHEL | PE 9.6x | E -2.8% | UK£36.83 | |
EXTR Extreme Networks -1.9%7D -19.7%3M | US$22.58 n/aintrinsic discount | The author hasn't set a fair value for EXTR | PE 70x | E 12.3% | US$33.50 | |
SOUN SoundHound AI -2.9%7D -23.1%3M | US$7.11 n/aintrinsic discount | The author hasn't set a fair value for SOUN | PS 15.5x | E -13.2% | US$12.71 | |
CHG Chemring Group -3.5%7D 7.8%3M | UK£5.51 n/aintrinsic discount | The author hasn't set a fair value for CHG | PE 31.7x | E 18.0% | UK£6.48 | |
LRCX Lam Research -3.9%7D -4.8%3M | US$301.90 n/aintrinsic discount | The author hasn't set a fair value for LRCX | PE 52x | E 20.4% | US$371.19 | |
SPXC SPX Technologies -4.1%7D -10.0%3M | US$198.73 n/aintrinsic discount | The author hasn't set a fair value for SPXC | PE 34.9x | E 21.1% | US$272.17 | |
MCHP Microchip Technology -4.1%7D -20.3%3M | US$72.93 n/aintrinsic discount | The author hasn't set a fair value for MCHP | PE 107.8x | E 33.0% | US$108.64 | |
GETB GetBusy -4.2%7D -2.1%3M | UK£0.69 n/aintrinsic discount | The author hasn't set a fair value for GETB | PS 1.6x | E 40.3% | UK£1.60 | |
MTRS Munters Group -5.4%7D -10.1%3M | SEK 169.55 n/aintrinsic discount | The author hasn't set a fair value for MTRS | PE 61x | E 49.8% | SEK 228.75 | |
FTC Filtronic -5.8%7D -40.4%3M | UK£2.36 n/aintrinsic discount | The author hasn't set a fair value for FTC | PE 113.7x | E 36.3% | UK£3.35 | |
ENTG Entegris -6.1%7D -0.6%3M | US$134.92 n/aintrinsic discount | The author hasn't set a fair value for ENTG | PE 67.5x | E 20.5% | US$173.36 | |
QS QuantumScape -6.2%7D -38.6%3M | US$5.61 n/aintrinsic discount | The author hasn't set a fair value for QS | PB 3.3x | E 20.4% | US$6.66 | |
MRVL Marvell Technology -8.6%7D -1.3%3M | US$216.62 n/aintrinsic discount | The author hasn't set a fair value for MRVL | PE 72x | E 29.7% | US$278.89 | |
CBRS Cerebras Systems -8.7%7D -16.0%3M | US$179.08 n/aintrinsic discount | The author hasn't set a fair value for CBRS | PB 4.6x | E 119.6% | US$291.64 | |
ONDS Ondas -9.3%7D -41.3%3M | US$7.90 n/aintrinsic discount | The author hasn't set a fair value for ONDS | PE 52.6x | E -2.5% | US$19.42 | |
VSAT Viasat -9.8%7D -7.5%3M | US$67.37 n/aintrinsic discount | The author hasn't set a fair value for VSAT | PS 2x | E -28.1% | US$101.44 |