30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
A006400 Samsung SDI ₩571,000.00n/aintrinsic discount 19.5%7D -17.0%3M The author hasn't set a fair value for A006400 | ||||||
003021 Shenzhen Zhaowei Machinery & Electronics CN¥70.43n/aintrinsic discount 3.1%7D -26.6%3M The author hasn't set a fair value for 003021 | ||||||
2049 Hiwin Technologies NT$354.00n/aintrinsic discount 1.4%7D -9.0%3M The author hasn't set a fair value for 2049 | ||||||
A056080 Yujin Robot ₩12,150.00n/aintrinsic discount 1.3%7D -40.9%3M The author hasn't set a fair value for A056080 | ||||||
CRDO Credo Technology Group Holding US$232.75n/aintrinsic discount 0.9%7D 2.9%3M The author hasn't set a fair value for CRDO | ||||||
STMPA STMicroelectronics €43.36n/aintrinsic discount 0.6%7D -26.9%3M The author hasn't set a fair value for STMPA | ||||||
GOOGL Alphabet US$346.59n/aintrinsic discount 0.5%7D -7.9%3M The author hasn't set a fair value for GOOGL | ||||||
A277810 Rainbow RoboticsLtd ₩456,000.00n/aintrinsic discount 0.4%7D -35.0%3M The author hasn't set a fair value for A277810 | ||||||
601689 Ningbo Tuopu GroupLtd CN¥47.09n/aintrinsic discount 0.4%7D -24.5%3M The author hasn't set a fair value for 601689 | ||||||
HEXA B Hexagon SEK 100.45n/aintrinsic discount 0.3%7D 15.8%3M The author hasn't set a fair value for HEXA B | ||||||
BRN BrainChip Holdings AU$0.14n/aintrinsic discount 0%7D -18.2%3M The author hasn't set a fair value for BRN | ||||||
6723 Renesas Electronics JP¥3,417.00n/aintrinsic discount -0.5%7D -24.1%3M The author hasn't set a fair value for 6723 | ||||||
688320 Zhejiang Hechuan Technology CN¥33.45n/aintrinsic discount -0.6%7D -9.2%3M The author hasn't set a fair value for 688320 | ||||||
NXPI NXP Semiconductors US$223.58n/aintrinsic discount -0.9%7D -28.2%3M The author hasn't set a fair value for NXPI | ||||||
002050 Zhejiang Sanhua Intelligent ControlsLtd CN¥36.17n/aintrinsic discount -1.5%7D -21.9%3M The author hasn't set a fair value for 002050 | ||||||
AMD Advanced Micro Devices US$465.58n/aintrinsic discount -1.6%7D -8.7%3M The author hasn't set a fair value for AMD | ||||||
TXN Texas Instruments US$258.64n/aintrinsic discount -2.2%7D -11.8%3M The author hasn't set a fair value for TXN | ||||||
ADI Analog Devices US$361.78n/aintrinsic discount -3.0%7D -10.2%3M The author hasn't set a fair value for ADI | ||||||
601100 Jiangsu Hengli HydraulicLtd CN¥101.36n/aintrinsic discount -4.2%7D -7.1%3M The author hasn't set a fair value for 601100 | ||||||
MBLY Mobileye Global US$8.58n/aintrinsic discount -5.0%7D -19.7%3M The author hasn't set a fair value for MBLY | ||||||
PDYN Palladyne AI US$5.76n/aintrinsic discount -6.0%7D -33.0%3M The author hasn't set a fair value for PDYN | ||||||
688017 Leader Harmonious Drive Systems CN¥292.00n/aintrinsic discount -7.1%7D -4.6%3M The author hasn't set a fair value for 688017 |
30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
A006400 Samsung SDI 19.5%7D -17.0%3M | ₩571,000.00 n/aintrinsic discount | The author hasn't set a fair value for A006400 | PS 3.2x | E 46.5% | ₩711,677.42 | |
BIDU Baidu 4.2%7D -26.6%3M | US$97.12 n/aintrinsic discount | The author hasn't set a fair value for BIDU | PS 1.7x | E 47.4% | US$149.72 | |
SIE Siemens 3.4%7D 6.3%3M | €289.85 n/aintrinsic discount | The author hasn't set a fair value for SIE | PE 28.3x | E 12.8% | €300.76 | |
003021 Shenzhen Zhaowei Machinery & Electronics 3.1%7D -26.6%3M | CN¥70.43 n/aintrinsic discount | The author hasn't set a fair value for 003021 | PE 87.4x | E 28.9% | CN¥104.00 | |
QCOM QUALCOMM 2.1%7D -28.3%3M | US$164.19 n/aintrinsic discount | The author hasn't set a fair value for QCOM | PE 18.9x | E -0.4% | US$193.10 | |
MELE Melexis 1.8%7D -18.6%3M | €66.20 n/aintrinsic discount | The author hasn't set a fair value for MELE | PE 25.1x | E 19.2% | €75.54 | |
2049 Hiwin Technologies 1.4%7D -9.0%3M | NT$354.00 n/aintrinsic discount | The author hasn't set a fair value for 2049 | PE 53.6x | E 23.2% | NT$398.71 | |
NVDA NVIDIA 1.3%7D -3.0%3M | US$217.55 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 27.2x | E 24.9% | US$323.42 | |
A056080 Yujin Robot 1.3%7D -40.9%3M | ₩12,150.00 n/aintrinsic discount | The author hasn't set a fair value for A056080 | PB n/a | S n/a | n/a | |
CRDO Credo Technology Group Holding 0.9%7D 2.9%3M | US$232.75 n/aintrinsic discount | The author hasn't set a fair value for CRDO | PE 91.9x | E 27.7% | US$283.23 | |
STMPA STMicroelectronics 0.6%7D -26.9%3M | €43.36 n/aintrinsic discount | The author hasn't set a fair value for STMPA | PE 96.2x | E 39.8% | €66.80 | |
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 | |
A277810 Rainbow RoboticsLtd 0.4%7D -35.0%3M | ₩456,000.00 n/aintrinsic discount | The author hasn't set a fair value for A277810 | PB 66.6x | S n/a | ₩580,000.00 | |
601689 Ningbo Tuopu GroupLtd 0.4%7D -24.5%3M | CN¥47.09 n/aintrinsic discount | The author hasn't set a fair value for 601689 | PE 32.6x | E 17.3% | CN¥67.80 | |
HEXA B Hexagon 0.3%7D 15.8%3M | SEK 100.45 n/aintrinsic discount | The author hasn't set a fair value for HEXA B | PE 11.4x | E -29.8% | SEK 98.76 | |
BRN BrainChip Holdings 0%7D -18.2%3M | AU$0.14 n/aintrinsic discount | The author hasn't set a fair value for BRN | PB 11.1x | E -12.1% | AU$1.17 | |
6723 Renesas Electronics -0.5%7D -24.1%3M | JP¥3,417.00 n/aintrinsic discount | The author hasn't set a fair value for 6723 | PE 18.3x | E 9.0% | JP¥5,065.38 | |
688320 Zhejiang Hechuan Technology -0.6%7D -9.2%3M | CN¥33.45 n/aintrinsic discount | The author hasn't set a fair value for 688320 | PS 4.7x | S n/a | CN¥23.00 | |
INTC Intel -0.7%7D -18.2%3M | US$89.47 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 8.2x | E 58.6% | US$114.88 | |
NXPI NXP Semiconductors -0.9%7D -28.2%3M | US$223.58 n/aintrinsic discount | The author hasn't set a fair value for NXPI | PE 19x | E 12.1% | US$311.10 | |
1211 BYD -1.3%7D 0.7%3M | HK$91.95 n/aintrinsic discount | The author hasn't set a fair value for 1211 | PE 24.4x | E 22.3% | HK$125.70 | |
002050 Zhejiang Sanhua Intelligent ControlsLtd -1.5%7D -21.9%3M | CN¥36.17 n/aintrinsic discount | The author hasn't set a fair value for 002050 | PE 38x | E 13.6% | CN¥44.50 | |
AMD Advanced Micro Devices -1.6%7D -8.7%3M | US$465.58 n/aintrinsic discount | The author hasn't set a fair value for AMD | PE 117.5x | E 38.0% | US$613.84 | |
TXN Texas Instruments -2.2%7D -11.8%3M | US$258.64 n/aintrinsic discount | The author hasn't set a fair value for TXN | PE 39.3x | E 17.2% | US$324.71 | |
ADI Analog Devices -3.0%7D -10.2%3M | US$361.78 n/aintrinsic discount | The author hasn't set a fair value for ADI | PE 42.4x | E 20.9% | US$470.25 | |
601100 Jiangsu Hengli HydraulicLtd -4.2%7D -7.1%3M | CN¥101.36 n/aintrinsic discount | The author hasn't set a fair value for 601100 | PE 49.6x | E 19.6% | CN¥118.61 | |
SYM Symbotic -4.7%7D -17.6%3M | US$39.88 n/aintrinsic discount | The author hasn't set a fair value for SYM | PS 2x | E 55.5% | US$64.32 | |
MBLY Mobileye Global -5.0%7D -19.7%3M | US$8.58 n/aintrinsic discount | The author hasn't set a fair value for MBLY | PS 3.6x | E 94.2% | US$12.11 | |
PDYN Palladyne AI -6.0%7D -33.0%3M | US$5.76 n/aintrinsic discount | The author hasn't set a fair value for PDYN | PS 24x | E 32.8% | US$10.75 | |
688017 Leader Harmonious Drive Systems -7.1%7D -4.6%3M | CN¥292.00 n/aintrinsic discount | The author hasn't set a fair value for 688017 | PB 15x | E 28.3% | CN¥323.43 |