30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
A056080 Yujin Robot ₩13,090.00n/aintrinsic discount 39.7%7D -51.2%3M The author hasn't set a fair value for A056080 | ||||||
A277810 Rainbow RoboticsLtd ₩489,500.00n/aintrinsic discount 31.2%7D -37.6%3M The author hasn't set a fair value for A277810 | ||||||
688017 Leader Harmonious Drive Systems CN¥336.04n/aintrinsic discount 28.8%7D 27.8%3M The author hasn't set a fair value for 688017 | ||||||
2049 Hiwin Technologies NT$362.00n/aintrinsic discount 27.9%7D 13.3%3M The author hasn't set a fair value for 2049 | ||||||
CRDO Credo Technology Group Holding US$230.43n/aintrinsic discount 14.6%7D 22.2%3M The author hasn't set a fair value for CRDO | ||||||
A006400 Samsung SDI ₩427,000.00n/aintrinsic discount 19.1%7D -37.0%3M The author hasn't set a fair value for A006400 | ||||||
6723 Renesas Electronics JP¥3,673.00n/aintrinsic discount 14.9%7D 4.1%3M The author hasn't set a fair value for 6723 | ||||||
PDYN Palladyne AI US$5.97n/aintrinsic discount 23.6%7D -2.9%3M The author hasn't set a fair value for PDYN | ||||||
601689 Ningbo Tuopu GroupLtd CN¥49.77n/aintrinsic discount 12.9%7D -25.6%3M The author hasn't set a fair value for 601689 | ||||||
688320 Zhejiang Hechuan Technology CN¥31.46n/aintrinsic discount 12.7%7D -18.1%3M The author hasn't set a fair value for 688320 | ||||||
003021 Shenzhen Zhaowei Machinery & Electronics CN¥80.25n/aintrinsic discount 10.3%7D -22.4%3M The author hasn't set a fair value for 003021 | ||||||
MBLY Mobileye Global US$8.42n/aintrinsic discount 6.6%7D -8.4%3M The author hasn't set a fair value for MBLY | ||||||
002050 Zhejiang Sanhua Intelligent ControlsLtd CN¥38.71n/aintrinsic discount 9.2%7D -25.1%3M The author hasn't set a fair value for 002050 | ||||||
BRN BrainChip Holdings AU$0.14n/aintrinsic discount 8.0%7D -12.9%3M The author hasn't set a fair value for BRN | ||||||
ADI Analog Devices US$377.69n/aintrinsic discount 6.9%7D -7.5%3M The author hasn't set a fair value for ADI | ||||||
NXPI NXP Semiconductors US$231.15n/aintrinsic discount -4.1%7D -20.4%3M The author hasn't set a fair value for NXPI | ||||||
TXN Texas Instruments US$278.40n/aintrinsic discount -0.1%7D -3.3%3M The author hasn't set a fair value for TXN | ||||||
STMPA STMicroelectronics €46.79n/aintrinsic discount 2.5%7D -4.6%3M The author hasn't set a fair value for STMPA | ||||||
601100 Jiangsu Hengli HydraulicLtd CN¥105.10n/aintrinsic discount 2.0%7D -7.3%3M The author hasn't set a fair value for 601100 | ||||||
AMD Advanced Micro Devices US$489.28n/aintrinsic discount 0.8%7D 7.5%3M The author hasn't set a fair value for AMD | ||||||
HEXA B Hexagon SEK 96.56n/aintrinsic discount 1.2%7D 1.3%3M The author hasn't set a fair value for HEXA B | ||||||
GOOGL Alphabet US$357.75n/aintrinsic discount 7.2%7D -10.7%3M The author hasn't set a fair value for GOOGL | ||||||
30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
A056080 Yujin Robot 39.7%7D -51.2%3M | ₩13,090.00 n/aintrinsic discount | The author hasn't set a fair value for A056080 | PB n/a | S n/a | n/a | |
A277810 Rainbow RoboticsLtd 31.2%7D -37.6%3M | ₩489,500.00 n/aintrinsic discount | The author hasn't set a fair value for A277810 | PB 71.5x | S n/a | ₩580,000.00 | |
688017 Leader Harmonious Drive Systems 28.8%7D 27.8%3M | CN¥336.04 n/aintrinsic discount | The author hasn't set a fair value for 688017 | PB 17.3x | E 29.7% | CN¥329.27 | |
2049 Hiwin Technologies 27.9%7D 13.3%3M | NT$362.00 n/aintrinsic discount | The author hasn't set a fair value for 2049 | PE 78.9x | E 30.5% | NT$357.25 | |
CRDO Credo Technology Group Holding 14.6%7D 22.2%3M | US$230.43 n/aintrinsic discount | The author hasn't set a fair value for CRDO | PE 91x | E 27.7% | US$279.29 | |
A006400 Samsung SDI 19.1%7D -37.0%3M | ₩427,000.00 n/aintrinsic discount | The author hasn't set a fair value for A006400 | PS 2.4x | E 45.5% | ₩707,161.29 | |
6723 Renesas Electronics 14.9%7D 4.1%3M | JP¥3,673.00 n/aintrinsic discount | The author hasn't set a fair value for 6723 | PE 19.7x | E 9.2% | JP¥4,957.69 | |
PDYN Palladyne AI 23.6%7D -2.9%3M | US$5.97 n/aintrinsic discount | The author hasn't set a fair value for PDYN | PS 39.9x | E 27.5% | US$11.25 | |
QCOM QUALCOMM 5.8%7D -26.8%3M | US$160.39 n/aintrinsic discount | The author hasn't set a fair value for QCOM | PE 18.5x | E -0.6% | US$196.27 | |
601689 Ningbo Tuopu GroupLtd 12.9%7D -25.6%3M | CN¥49.77 n/aintrinsic discount | The author hasn't set a fair value for 601689 | PE 31.3x | E 15.0% | CN¥69.21 | |
688320 Zhejiang Hechuan Technology 12.7%7D -18.1%3M | CN¥31.46 n/aintrinsic discount | The author hasn't set a fair value for 688320 | PS 4.4x | S n/a | CN¥23.00 | |
INTC Intel 9.5%7D -20.1%3M | US$99.81 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 8.8x | E 58.8% | US$115.17 | |
NVDA NVIDIA 12.2%7D 1.7%3M | US$218.78 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 33.2x | E 22.8% | US$302.83 | |
003021 Shenzhen Zhaowei Machinery & Electronics 10.3%7D -22.4%3M | CN¥80.25 n/aintrinsic discount | The author hasn't set a fair value for 003021 | PE 89.3x | E 27.5% | CN¥121.51 | |
MBLY Mobileye Global 6.6%7D -8.4%3M | US$8.42 n/aintrinsic discount | The author hasn't set a fair value for MBLY | PS 3.6x | E 93.3% | US$12.10 | |
002050 Zhejiang Sanhua Intelligent ControlsLtd 9.2%7D -25.1%3M | CN¥38.71 n/aintrinsic discount | The author hasn't set a fair value for 002050 | PE 39.8x | E 11.7% | CN¥48.60 | |
BRN BrainChip Holdings 8.0%7D -12.9%3M | AU$0.14 n/aintrinsic discount | The author hasn't set a fair value for BRN | PB 7x | E -15.8% | AU$1.17 | |
ADI Analog Devices 6.9%7D -7.5%3M | US$377.69 n/aintrinsic discount | The author hasn't set a fair value for ADI | PE 55.5x | E 21.7% | US$457.73 | |
NXPI NXP Semiconductors -4.1%7D -20.4%3M | US$231.15 n/aintrinsic discount | The author hasn't set a fair value for NXPI | PE 19.6x | E 12.1% | US$311.10 | |
MELE Melexis 3.9%7D -9.1%3M | €71.35 n/aintrinsic discount | The author hasn't set a fair value for MELE | PE 27x | E 19.4% | €75.85 | |
TXN Texas Instruments -0.1%7D -3.3%3M | US$278.40 n/aintrinsic discount | The author hasn't set a fair value for TXN | PE 42.3x | E 17.1% | US$324.45 | |
STMPA STMicroelectronics 2.5%7D -4.6%3M | €46.79 n/aintrinsic discount | The author hasn't set a fair value for STMPA | PE 103.4x | E 37.8% | €65.17 | |
601100 Jiangsu Hengli HydraulicLtd 2.0%7D -7.3%3M | CN¥105.10 n/aintrinsic discount | The author hasn't set a fair value for 601100 | PE 50.9x | E 17.6% | CN¥117.86 | |
AMD Advanced Micro Devices 0.8%7D 7.5%3M | US$489.28 n/aintrinsic discount | The author hasn't set a fair value for AMD | PE 123.5x | E 38.3% | US$606.42 | |
HEXA B Hexagon 1.2%7D 1.3%3M | SEK 96.56 n/aintrinsic discount | The author hasn't set a fair value for HEXA B | PE 11.1x | E -29.8% | SEK 98.43 | |
GOOGL Alphabet 7.2%7D -10.7%3M | US$357.75 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 17.9x | E -0.8% | US$428.04 | |
BIDU Baidu 5.5%7D -20.6%3M | US$111.11 n/aintrinsic discount | The author hasn't set a fair value for BIDU | PS 2x | E 38.1% | US$166.37 | |
SIE Siemens -2.7%7D 3.2%3M | €273.45 n/aintrinsic discount | The author hasn't set a fair value for SIE | PE 27.5x | E 12.5% | €295.58 | |
1211 BYD -5.2%7D -9.9%3M | HK$89.85 n/aintrinsic discount | The author hasn't set a fair value for 1211 | PE 25.8x | E 20.9% | HK$124.93 | |
SYM Symbotic 15.3%7D -17.6%3M | US$46.52 n/aintrinsic discount | The author hasn't set a fair value for SYM | PS 2.4x | E 49.2% | US$66.32 |