30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
A006400 Samsung SDI ₩454,000.00n/aintrinsic discount 10.2%7D -5.1%3M The author hasn't set a fair value for A006400 | ||||||
A056080 Yujin Robot ₩12,600.00n/aintrinsic discount 3.2%7D -51.0%3M The author hasn't set a fair value for A056080 | ||||||
MBLY Mobileye Global US$9.43n/aintrinsic discount 3.2%7D 20.6%3M The author hasn't set a fair value for MBLY | ||||||
GOOGL Alphabet US$370.92n/aintrinsic discount 2.5%7D 10.4%3M The author hasn't set a fair value for GOOGL | ||||||
AMD Advanced Micro Devices US$529.14n/aintrinsic discount 2.3%7D 90.2%3M The author hasn't set a fair value for AMD | ||||||
601100 Jiangsu Hengli HydraulicLtd CN¥110.58n/aintrinsic discount 1.9%7D 3.3%3M The author hasn't set a fair value for 601100 | ||||||
HEXA B Hexagon SEK 80.20n/aintrinsic discount 1.5%7D -19.2%3M The author hasn't set a fair value for HEXA B | ||||||
ADI Analog Devices US$390.96n/aintrinsic discount 1.4%7D 10.5%3M The author hasn't set a fair value for ADI | ||||||
STMPA STMicroelectronics €58.88n/aintrinsic discount 0.7%7D 68.5%3M The author hasn't set a fair value for STMPA | ||||||
A277810 Rainbow RoboticsLtd ₩430,000.00n/aintrinsic discount 0.4%7D -30.2%3M The author hasn't set a fair value for A277810 | ||||||
TXN Texas Instruments US$301.19n/aintrinsic discount -0.04%7D 35.0%3M The author hasn't set a fair value for TXN | ||||||
601689 Ningbo Tuopu GroupLtd CN¥54.50n/aintrinsic discount -0.4%7D -10.9%3M The author hasn't set a fair value for 601689 | ||||||
002050 Zhejiang Sanhua Intelligent ControlsLtd CN¥41.50n/aintrinsic discount -1.2%7D -9.3%3M The author hasn't set a fair value for 002050 | ||||||
688017 Leader Harmonious Drive Systems CN¥386.08n/aintrinsic discount -1.3%7D 85.6%3M The author hasn't set a fair value for 688017 | ||||||
NXPI NXP Semiconductors US$279.01n/aintrinsic discount -1.7%7D 30.5%3M The author hasn't set a fair value for NXPI | ||||||
BRN BrainChip Holdings AU$0.14n/aintrinsic discount -3.3%7D -9.4%3M The author hasn't set a fair value for BRN | ||||||
003021 Shenzhen Zhaowei Machinery & Electronics CN¥81.99n/aintrinsic discount -3.6%7D -19.5%3M The author hasn't set a fair value for 003021 | ||||||
6723 Renesas Electronics JP¥4,459.00n/aintrinsic discount -4.4%7D 61.2%3M The author hasn't set a fair value for 6723 | ||||||
2049 Hiwin Technologies NT$321.50n/aintrinsic discount -5.4%7D 15.2%3M The author hasn't set a fair value for 2049 | ||||||
PDYN Palladyne AI US$5.27n/aintrinsic discount -7.1%7D -20.5%3M The author hasn't set a fair value for PDYN | ||||||
CRDO Credo Technology Group Holding US$226.74n/aintrinsic discount -12.4%7D 42.7%3M The author hasn't set a fair value for CRDO | ||||||
688320 Zhejiang Hechuan Technology CN¥31.67n/aintrinsic discount -14.1%7D 0.4%3M The author hasn't set a fair value for 688320 |
30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
A006400 Samsung SDI 10.2%7D -5.1%3M | ₩454,000.00 n/aintrinsic discount | The author hasn't set a fair value for A006400 | PS 2.6x | E 49.6% | ₩720,822.58 | |
NVDA NVIDIA 4.1%7D 7.1%3M | US$212.50 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 32.2x | E 22.3% | US$301.97 | |
A056080 Yujin Robot 3.2%7D -51.0%3M | ₩12,600.00 n/aintrinsic discount | The author hasn't set a fair value for A056080 | PB n/a | S n/a | n/a | |
MBLY Mobileye Global 3.2%7D 20.6%3M | US$9.43 n/aintrinsic discount | The author hasn't set a fair value for MBLY | PS 3.9x | E 87.1% | US$13.14 | |
GOOGL Alphabet 2.5%7D 10.4%3M | US$370.92 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 28.3x | E 11.0% | US$431.72 | |
SYM Symbotic 2.3%7D -29.6%3M | US$42.64 n/aintrinsic discount | The author hasn't set a fair value for SYM | PS 2.2x | E 49.2% | US$65.67 | |
AMD Advanced Micro Devices 2.3%7D 90.2%3M | US$529.14 n/aintrinsic discount | The author hasn't set a fair value for AMD | PS 23x | E 35.8% | US$536.36 | |
601100 Jiangsu Hengli HydraulicLtd 1.9%7D 3.3%3M | CN¥110.58 n/aintrinsic discount | The author hasn't set a fair value for 601100 | PE 53.6x | E 17.7% | CN¥117.80 | |
SIE Siemens 1.7%7D 12.7%3M | €270.10 n/aintrinsic discount | The author hasn't set a fair value for SIE | PE 27.2x | E 12.5% | €294.89 | |
HEXA B Hexagon 1.5%7D -19.2%3M | SEK 80.20 n/aintrinsic discount | The author hasn't set a fair value for HEXA B | PE 9.5x | E -28.6% | SEK 91.81 | |
ADI Analog Devices 1.4%7D 10.5%3M | US$390.96 n/aintrinsic discount | The author hasn't set a fair value for ADI | PE 57.5x | E 21.5% | US$457.40 | |
1211 BYD 1.3%7D -23.2%3M | HK$86.95 n/aintrinsic discount | The author hasn't set a fair value for 1211 | PE 25x | E 20.5% | HK$124.55 | |
STMPA STMicroelectronics 0.7%7D 68.5%3M | €58.88 n/aintrinsic discount | The author hasn't set a fair value for STMPA | PS 4.8x | E 41.0% | €68.42 | |
A277810 Rainbow RoboticsLtd 0.4%7D -30.2%3M | ₩430,000.00 n/aintrinsic discount | The author hasn't set a fair value for A277810 | PB 62.8x | E 130.4% | ₩580,000.00 | |
TXN Texas Instruments -0.04%7D 35.0%3M | US$301.19 n/aintrinsic discount | The author hasn't set a fair value for TXN | PE 51.4x | E 16.7% | US$303.31 | |
601689 Ningbo Tuopu GroupLtd -0.4%7D -10.9%3M | CN¥54.50 n/aintrinsic discount | The author hasn't set a fair value for 601689 | PE 34.2x | E 15.2% | CN¥69.66 | |
MELE Melexis -1.1%7D 20.4%3M | €73.20 n/aintrinsic discount | The author hasn't set a fair value for MELE | PE 26x | E 17.6% | €74.57 | |
002050 Zhejiang Sanhua Intelligent ControlsLtd -1.2%7D -9.3%3M | CN¥41.50 n/aintrinsic discount | The author hasn't set a fair value for 002050 | PE 42.7x | E 12.0% | CN¥48.75 | |
688017 Leader Harmonious Drive Systems -1.3%7D 85.6%3M | CN¥386.08 n/aintrinsic discount | The author hasn't set a fair value for 688017 | PB 19.8x | E 28.8% | CN¥300.50 | |
NXPI NXP Semiconductors -1.7%7D 30.5%3M | US$279.01 n/aintrinsic discount | The author hasn't set a fair value for NXPI | PE 26.6x | E 14.1% | US$310.66 | |
BRN BrainChip Holdings -3.3%7D -9.4%3M | AU$0.14 n/aintrinsic discount | The author hasn't set a fair value for BRN | PB 7.5x | E -15.8% | AU$1.17 | |
003021 Shenzhen Zhaowei Machinery & Electronics -3.6%7D -19.5%3M | CN¥81.99 n/aintrinsic discount | The author hasn't set a fair value for 003021 | PE 91.2x | E 27.5% | CN¥121.51 | |
6723 Renesas Electronics -4.4%7D 61.2%3M | JP¥4,459.00 n/aintrinsic discount | The author hasn't set a fair value for 6723 | PS 5.8x | E 32.2% | JP¥4,634.62 | |
QCOM QUALCOMM -4.6%7D 32.4%3M | US$177.98 n/aintrinsic discount | The author hasn't set a fair value for QCOM | PE 18.9x | E 3.0% | US$222.73 | |
BIDU Baidu -5.2%7D -10.8%3M | US$111.48 n/aintrinsic discount | The author hasn't set a fair value for BIDU | PS 2x | E 39.5% | US$176.01 | |
2049 Hiwin Technologies -5.4%7D 15.2%3M | NT$321.50 n/aintrinsic discount | The author hasn't set a fair value for 2049 | PE 70.1x | E 30.5% | NT$357.25 | |
INTC Intel -6.6%7D 50.4%3M | US$102.99 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 9.6x | E 46.9% | US$105.48 | |
PDYN Palladyne AI -7.1%7D -20.5%3M | US$5.27 n/aintrinsic discount | The author hasn't set a fair value for PDYN | PS 35.2x | E 27.5% | US$11.25 | |
CRDO Credo Technology Group Holding -12.4%7D 42.7%3M | US$226.74 n/aintrinsic discount | The author hasn't set a fair value for CRDO | PE 89.5x | E 27.7% | US$271.92 | |
688320 Zhejiang Hechuan Technology -14.1%7D 0.4%3M | CN¥31.67 n/aintrinsic discount | The author hasn't set a fair value for 688320 | PS 4.4x | S n/a | CN¥23.00 |