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Watching
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MU Micron Technology US$1,011.75n/aintrinsic discount 17.5%7D 44.8%3M The author hasn't set a fair value for MU | ||||||
A000660 SK hynix ₩1,649,000.00n/aintrinsic discount 15.7%7D -5.5%3M The author hasn't set a fair value for A000660 | ||||||
A005930 Samsung Electronics ₩265,500.00n/aintrinsic discount 10.9%7D -3.8%3M The author hasn't set a fair value for A005930 | ||||||
INTERBC1 Banco Internacional del PerúA. - Interbank S/2.20n/aintrinsic discount 9.0%7D 31.8%3M The author hasn't set a fair value for INTERBC1 | ||||||
ASML ASML Holding €1,621.20n/aintrinsic discount 7.1%7D 29.8%3M The author hasn't set a fair value for ASML | ||||||
AMD Advanced Micro Devices US$506.00n/aintrinsic discount 7.8%7D 22.2%3M The author hasn't set a fair value for AMD | ||||||
603368 Guangxi LiuYao Group CN¥16.76n/aintrinsic discount 5.3%7D 3.1%3M The author hasn't set a fair value for 603368 | ||||||
INVCENC1 Inversiones CentenarioA S/1.43n/aintrinsic discount 2.1%7D 64.4%3M The author hasn't set a fair value for INVCENC1 | ||||||
BBVAC1 Banco BBVA Perú S/2.25n/aintrinsic discount 1.2%7D 33.5%3M The author hasn't set a fair value for BBVAC1 | ||||||
XOM ExxonMobil Holdings US$161.46n/aintrinsic discount 1.0%7D -0.7%3M The author hasn't set a fair value for XOM | ||||||
SCOTIAC1 Scotiabank PerúA S/20.00n/aintrinsic discount 1.0%7D 17.6%3M The author hasn't set a fair value for SCOTIAC1 | ||||||
JNJ Johnson & Johnson US$262.37n/aintrinsic discount 0.2%7D 14.1%3M The author hasn't set a fair value for JNJ | ||||||
LUSURC1 Luz del SurA S/13.30n/aintrinsic discount 0.8%7D 8.1%3M The author hasn't set a fair value for LUSURC1 | ||||||
BACKUSI1 Unión de Cervecerías Peruanas Backus y JohnstonA S/26.09n/aintrinsic discount 0.5%7D 15.4%3M The author hasn't set a fair value for BACKUSI1 | ||||||
SIDERC1 Empresa Siderúrgica del PerúA S/2.79n/aintrinsic discount 0.4%7D 17.2%3M The author hasn't set a fair value for SIDERC1 | ||||||
SBTT Scotiabank Trinidad and Tobago TT$45.50n/aintrinsic discount 0.3%7D 1.0%3M The author hasn't set a fair value for SBTT | ||||||
INRETC1 InRetail Perú US$36.50n/aintrinsic discount 0.2%7D 24.8%3M The author hasn't set a fair value for INRETC1 | ||||||
GOOGL Alphabet US$344.00n/aintrinsic discount -3.8%7D -11.3%3M The author hasn't set a fair value for GOOGL | ||||||
INDECOI1 Industrias del Cobre Sociedad Anónima S/6.40n/aintrinsic discount 0%7D 0%3M The author hasn't set a fair value for INDECOI1 | ||||||
CONCESI1 Consorcio Cementero del Sur S/4.10n/aintrinsic discount 0%7D 3.8%3M The author hasn't set a fair value for CONCESI1 | ||||||
SNJUANC1 Cerveceria San Juan S/66.00n/aintrinsic discount 0%7D 28.6%3M The author hasn't set a fair value for SNJUANC1 | ||||||
IIDEI1 Inmobiliaria IDE S/0.90n/aintrinsic discount 0%7D 28.6%3M The author hasn't set a fair value for IIDEI1 | ||||||
EXALMC1 Pesquera ExalmarA S/2.36n/aintrinsic discount 0%7D -28.5%3M The author hasn't set a fair value for EXALMC1 | ||||||
CPACASC1 Cementos PacasmayoA S/8.10n/aintrinsic discount 0%7D 13.3%3M The author hasn't set a fair value for CPACASC1 | ||||||
BROCALC1 Sociedad Minera El BrocalA S/23.50n/aintrinsic discount 0%7D 14.6%3M The author hasn't set a fair value for BROCALC1 | ||||||
PODERC1 Compañía Minera Poderosa S/9.35n/aintrinsic discount 0%7D -3.6%3M The author hasn't set a fair value for PODERC1 | ||||||
CATUS Caterpillar US$837.58n/aintrinsic discount 0%7D -3.1%3M The author hasn't set a fair value for CATUS | ||||||
CVERDEC1 Sociedad Minera Cerro VerdeA US$69.54n/aintrinsic discount -0.09%7D 25.5%3M The author hasn't set a fair value for CVERDEC1 | ||||||
JPM JPMorgan Chase US$360.96n/aintrinsic discount 0.3%7D 22.1%3M The author hasn't set a fair value for JPM | ||||||
CREDITC1 Banco de Crédito del Perú S/7.17n/aintrinsic discount -0.4%7D 27.2%3M The author hasn't set a fair value for CREDITC1 | ||||||
600757 Changjiang Publishing & MediaLtd CN¥7.63n/aintrinsic discount -0.9%7D -7.2%3M The author hasn't set a fair value for 600757 | ||||||
PLTR Palantir Technologies US$172.55n/aintrinsic discount -1.5%7D 27.6%3M The author hasn't set a fair value for PLTR | ||||||
BVN Compañía de Minas BuenaventuraA US$33.96n/aintrinsic discount -1.8%7D 3.3%3M The author hasn't set a fair value for BVN | ||||||
LLY Eli Lilly US$1,183.16n/aintrinsic discount -4.0%7D 15.8%3M The author hasn't set a fair value for LLY | ||||||
600741 HUAYU Automotive Systems CN¥15.32n/aintrinsic discount -3.4%7D -11.4%3M The author hasn't set a fair value for 600741 | ||||||
BRK.A Berkshire Hathaway US$747,400.00n/aintrinsic discount -5.8%7D 3.7%3M The author hasn't set a fair value for BRK.A | ||||||
AMZN Amazon.com US$261.31n/aintrinsic discount -6.0%7D 0.8%3M The author hasn't set a fair value for AMZN | ||||||
MSFT Microsoft US$480.35n/aintrinsic discount -5.1%7D 15.1%3M The author hasn't set a fair value for MSFT | ||||||
META Meta Platforms US$568.9724.3% undervalued intrinsic discount -4.4%7D -5.6%3M | ||||||
IFS Intercorp Financial Services US$54.40n/aintrinsic discount -5.9%7D 10.6%3M The author hasn't set a fair value for IFS |
Watching
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
688825 CXMT 17.4%7D n/a3M | CN¥59.19 n/aintrinsic discount | The author hasn't set a fair value for 688825 | PE 140.4x | E 32.7% | CN¥63.36 | |
MU Micron Technology 17.5%7D 44.8%3M | US$1,011.75 n/aintrinsic discount | The author hasn't set a fair value for MU | PE 22.6x | E 33.5% | US$1,501.98 | |
A000660 SK hynix 15.7%7D -5.5%3M | ₩1,649,000.00 n/aintrinsic discount | The author hasn't set a fair value for A000660 | PE 7.4x | E 26.1% | ₩3,168,656.34 | |
A005930 Samsung Electronics 10.9%7D -3.8%3M | ₩265,500.00 n/aintrinsic discount | The author hasn't set a fair value for A005930 | PE 11.6x | E 31.7% | ₩470,155.64 | |
INTERBC1 Banco Internacional del PerúA. - Interbank 9.0%7D 31.8%3M | S/2.20 n/aintrinsic discount | The author hasn't set a fair value for INTERBC1 | PE 8.8x | S n/a | n/a | |
ASML ASML Holding 7.1%7D 29.8%3M | €1,621.20 n/aintrinsic discount | The author hasn't set a fair value for ASML | PE 58.5x | E 21.3% | €2,001.14 | |
AMD Advanced Micro Devices 7.8%7D 22.2%3M | US$506.00 n/aintrinsic discount | The author hasn't set a fair value for AMD | PE 127.7x | E 38.2% | US$612.84 | |
603368 Guangxi LiuYao Group 5.3%7D 3.1%3M | CN¥16.76 n/aintrinsic discount | The author hasn't set a fair value for 603368 | PE 8.7x | E 4.6% | CN¥21.08 | |
MEIK Meikles 3.7%7D -18.7%3M | 2.50 n/aintrinsic discount | The author hasn't set a fair value for MEIK | PB n/a | S n/a | n/a | |
NVDA NVIDIA 3.4%7D 2.0%3M | US$225.01 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 34.1x | E 22.9% | US$302.83 | |
INVCENC1 Inversiones CentenarioA 2.1%7D 64.4%3M | S/1.43 n/aintrinsic discount | The author hasn't set a fair value for INVCENC1 | PS 1.2x | S n/a | n/a | |
TSLA Tesla 2.5%7D -16.0%3M | US$339.30 n/aintrinsic discount | The author hasn't set a fair value for TSLA | PS 12.9x | E 34.0% | US$395.34 | |
BBVAC1 Banco BBVA Perú 1.2%7D 33.5%3M | S/2.25 n/aintrinsic discount | The author hasn't set a fair value for BBVAC1 | PE 8.7x | S n/a | n/a | |
XOM ExxonMobil Holdings 1.0%7D -0.7%3M | US$161.46 n/aintrinsic discount | The author hasn't set a fair value for XOM | PE 20.3x | E 5.9% | US$168.55 | |
SCOTIAC1 Scotiabank PerúA 1.0%7D 17.6%3M | S/20.00 n/aintrinsic discount | The author hasn't set a fair value for SCOTIAC1 | PE 11.8x | S n/a | n/a | |
JNJ Johnson & Johnson 0.2%7D 14.1%3M | US$262.37 n/aintrinsic discount | The author hasn't set a fair value for JNJ | PE 30.1x | S 8.1% | US$272.50 | |
WMT Walmart 1.5%7D -14.8%3M | US$114.33 n/aintrinsic discount | The author hasn't set a fair value for WMT | PE 40x | E 8.3% | US$137.93 | |
LUSURC1 Luz del SurA 0.8%7D 8.1%3M | S/13.30 n/aintrinsic discount | The author hasn't set a fair value for LUSURC1 | PE 8.6x | S n/a | n/a | |
BACKUSI1 Unión de Cervecerías Peruanas Backus y JohnstonA 0.5%7D 15.4%3M | S/26.09 n/aintrinsic discount | The author hasn't set a fair value for BACKUSI1 | PE 10.6x | S n/a | n/a | |
SIDERC1 Empresa Siderúrgica del PerúA 0.4%7D 17.2%3M | S/2.79 n/aintrinsic discount | The author hasn't set a fair value for SIDERC1 | PE 10.9x | S n/a | n/a | |
SBTT Scotiabank Trinidad and Tobago 0.3%7D 1.0%3M | TT$45.50 n/aintrinsic discount | The author hasn't set a fair value for SBTT | PE 12.2x | S n/a | n/a | |
INRETC1 InRetail Perú 0.2%7D 24.8%3M | US$36.50 n/aintrinsic discount | The author hasn't set a fair value for INRETC1 | PE 13x | E 6.1% | US$42.00 | |
AAPL Apple -0.9%7D 2.2%3M | US$305.59 n/aintrinsic discount | The author hasn't set a fair value for AAPL | PE 34.6x | E 7.3% | US$322.28 | |
MA Mastercard -0.2%7D 12.5%3M | US$562.26 n/aintrinsic discount | The author hasn't set a fair value for MA | PE 30.3x | E 11.1% | US$667.30 | |
GOOGL Alphabet -3.8%7D -11.3%3M | US$344.00 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 17.2x | E -0.8% | US$427.52 | |
INDECOI1 Industrias del Cobre Sociedad Anónima 0%7D 0%3M | S/6.40 n/aintrinsic discount | The author hasn't set a fair value for INDECOI1 | PE 9.3x | S n/a | n/a | |
CONCESI1 Consorcio Cementero del Sur 0%7D 3.8%3M | S/4.10 n/aintrinsic discount | The author hasn't set a fair value for CONCESI1 | PE 7.3x | S n/a | n/a | |
SNJUANC1 Cerveceria San Juan 0%7D 28.6%3M | S/66.00 n/aintrinsic discount | The author hasn't set a fair value for SNJUANC1 | PE 10.3x | S n/a | n/a | |
IIDEI1 Inmobiliaria IDE 0%7D 28.6%3M | S/0.90 n/aintrinsic discount | The author hasn't set a fair value for IIDEI1 | PE 12x | S n/a | n/a | |
EXALMC1 Pesquera ExalmarA 0%7D -28.5%3M | S/2.36 n/aintrinsic discount | The author hasn't set a fair value for EXALMC1 | PE 3.5x | S n/a | n/a | |
CPACASC1 Cementos PacasmayoA 0%7D 13.3%3M | S/8.10 n/aintrinsic discount | The author hasn't set a fair value for CPACASC1 | PE 16.3x | S 1.3% | S/8.82 | |
BROCALC1 Sociedad Minera El BrocalA 0%7D 14.6%3M | S/23.50 n/aintrinsic discount | The author hasn't set a fair value for BROCALC1 | PE 5.8x | S n/a | n/a | |
PODERC1 Compañía Minera Poderosa 0%7D -3.6%3M | S/9.35 n/aintrinsic discount | The author hasn't set a fair value for PODERC1 | PE 10.7x | S n/a | n/a | |
CATUS Caterpillar 0%7D -3.1%3M | US$837.58 n/aintrinsic discount | The author hasn't set a fair value for CATUS | PE 37.4x | E 15.7% | US$930.27 | |
CVERDEC1 Sociedad Minera Cerro VerdeA -0.09%7D 25.5%3M | US$69.54 n/aintrinsic discount | The author hasn't set a fair value for CVERDEC1 | PE 13.8x | E -3.5% | US$61.77 | |
KOUS Coca-Cola -0.2%7D 6.7%3M | US$86.66 n/aintrinsic discount | The author hasn't set a fair value for KOUS | PE 26.1x | E 5.4% | US$94.35 | |
JPM JPMorgan Chase 0.3%7D 22.1%3M | US$360.96 n/aintrinsic discount | The author hasn't set a fair value for JPM | PE 15.1x | E 1.8% | US$374.57 | |
CREDITC1 Banco de Crédito del Perú -0.4%7D 27.2%3M | S/7.17 n/aintrinsic discount | The author hasn't set a fair value for CREDITC1 | PE 13.3x | S n/a | n/a | |
600757 Changjiang Publishing & MediaLtd -0.9%7D -7.2%3M | CN¥7.63 n/aintrinsic discount | The author hasn't set a fair value for 600757 | PE 9.8x | S n/a | n/a | |
V Visa -0.7%7D 8.8%3M | US$358.84 n/aintrinsic discount | The author hasn't set a fair value for V | PE 29.4x | E 11.8% | US$416.20 | |
531162 Emami -1.1%7D -7.0%3M | ₹404.85 n/aintrinsic discount | The author hasn't set a fair value for 531162 | PE 23.6x | E 9.7% | ₹524.41 | |
PLTR Palantir Technologies -1.5%7D 27.6%3M | US$172.55 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 137.5x | E 32.9% | US$191.68 | |
BVN Compañía de Minas BuenaventuraA -1.8%7D 3.3%3M | US$33.96 n/aintrinsic discount | The author hasn't set a fair value for BVN | PE 8x | E -1.2% | US$37.78 | |
LLY Eli Lilly -4.0%7D 15.8%3M | US$1,183.16 n/aintrinsic discount | The author hasn't set a fair value for LLY | PE 39.5x | E 16.6% | US$1,310.90 | |
600741 HUAYU Automotive Systems -3.4%7D -11.4%3M | CN¥15.32 n/aintrinsic discount | The author hasn't set a fair value for 600741 | PE 6.7x | E 3.9% | CN¥23.34 | |
BRK.A Berkshire Hathaway -5.8%7D 3.7%3M | US$747,400.00 n/aintrinsic discount | The author hasn't set a fair value for BRK.A | PE 12.4x | E -7.2% | US$799,502.75 | |
AMZN Amazon.com -6.0%7D 0.8%3M | US$261.31 n/aintrinsic discount | The author hasn't set a fair value for AMZN | PE 20.8x | E 7.0% | US$327.00 | |
MSFT Microsoft -5.1%7D 15.1%3M | US$480.35 n/aintrinsic discount | The author hasn't set a fair value for MSFT | PE 26.7x | E 14.2% | US$569.56 | |
META Meta Platforms -4.4%7D -5.6%3M | US$568.97 24.3% undervalued intrinsic discount | PE 21.3x | E 14.2% | US$754.14 | ||
IFS Intercorp Financial Services -5.9%7D 10.6%3M | US$54.40 n/aintrinsic discount | The author hasn't set a fair value for IFS | PE 9.7x | E 11.7% | US$60.69 |