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Cooling Consumables & Chokepoints
Companies across refrigerants, coolant chemistry, thermal interface materials, quick disconnects, and heat exchangers. Split by whether pricing power comes from switching costs or scarcity. From decades-old chemistry annuities to newly spun-out pure plays. Eaton paying $9.5 billion for cold plates makes this the layer worth watching.
Watching
25
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
3017 Asia Vital Components NT$3,360.00n/aintrinsic discount 17.3%7D 26.1%3M The author hasn't set a fair value for 3017 | ||||||
SOLS Solstice Advanced Materials US$63.5321.0% undervalued intrinsic discount 13.1%7D -24.2%3M | ||||||
600160 Zhejiang Juhua CN¥40.54n/aintrinsic discount 4.8%7D 22.8%3M The author hasn't set a fair value for 600160 | ||||||
ALFA Alfa Laval SEK 577.2016.3% undervalued intrinsic discount 2.9%7D 12.9%3M | ||||||
189 Dongyue Group HK$13.89n/aintrinsic discount 2.7%7D -15.0%3M The author hasn't set a fair value for 189 | ||||||
ECL Ecolab US$286.7511.4% undervalued intrinsic discount 1.8%7D 14.5%3M | ||||||
6367 Daikin IndustriesLtd JP¥20,895.00n/aintrinsic discount 0.9%7D -11.6%3M The author hasn't set a fair value for 6367 | ||||||
6370 Kurita Water Industries JP¥8,100.00n/aintrinsic discount 0.9%7D -7.5%3M The author hasn't set a fair value for 6370 | ||||||
AKE Arkema €59.6023.3% undervalued intrinsic discount 0.7%7D -1.1%3M | ||||||
6594 Nidec JP¥2,626.0025.0% undervalued intrinsic discount -0.04%7D -5.9%3M | ||||||
PH Parker-Hannifin US$995.0226.7% undervalued intrinsic discount -0.7%7D 20.9%3M | ||||||
4063 Shin-Etsu Chemical JP¥6,001.00n/aintrinsic discount -0.8%7D -22.6%3M The author hasn't set a fair value for 4063 | ||||||
TT Trane Technologies US$448.9617.5% undervalued intrinsic discount -1.0%7D 0.1%3M | ||||||
DCI Donaldson Company US$91.8925.3% undervalued intrinsic discount -1.5%7D 12.3%3M | ||||||
DOV Dover US$198.6820.8% undervalued intrinsic discount -1.6%7D -4.3%3M | ||||||
VRT Vertiv Holdings Co US$257.0837.1% undervalued intrinsic discount -1.9%7D -20.5%3M | ||||||
CC Chemours US$15.6247.9% undervalued intrinsic discount -2.2%7D -30.0%3M | ||||||
NVT nVent Electric US$148.4838.1% undervalued intrinsic discount -2.3%7D -13.4%3M | ||||||
VIE Veolia Environnement €32.8525.8% undervalued intrinsic discount -3.6%7D -3.8%3M | ||||||
ETN Eaton US$402.7824.6% undervalued intrinsic discount -3.9%7D 0.7%3M | ||||||
SPXC SPX Technologies US$198.732.1% undervalued intrinsic discount -4.1%7D -10.0%3M | ||||||
MTRS Munters Group SEK 169.5532.2% undervalued intrinsic discount -5.4%7D -10.1%3M | ||||||
Q Qnity Electronics US$120.2632.0% undervalued intrinsic discount -6.7%7D -20.8%3M | ||||||
FIX Comfort Systems USA US$1,518.7339.3% undervalued intrinsic discount -8.3%7D -15.1%3M | ||||||
MOD Modine Manufacturing US$177.6350.0% undervalued intrinsic discount -10.1%7D -38.4%3M |
Watching
25
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
3017 Asia Vital Components 17.3%7D 26.1%3M | NT$3,360.00 n/aintrinsic discount | The author hasn't set a fair value for 3017 | PE 44.8x | E 36.4% | NT$3,878.47 | |
SOLS Solstice Advanced Materials 13.1%7D -24.2%3M | US$63.53 21.0% undervalued intrinsic discount | PE 48.1x | E 24.4% | US$78.71 | ||
600160 Zhejiang Juhua 4.8%7D 22.8%3M | CN¥40.54 n/aintrinsic discount | The author hasn't set a fair value for 600160 | PE 25x | E 21.5% | CN¥49.10 | |
ALFA Alfa Laval 2.9%7D 12.9%3M | SEK 577.20 16.3% undervalued intrinsic discount | PE 29.1x | E 10.3% | SEK 588.88 | ||
189 Dongyue Group 2.7%7D -15.0%3M | HK$13.89 n/aintrinsic discount | The author hasn't set a fair value for 189 | PE 10.9x | E 19.6% | HK$20.28 | |
ECL Ecolab 1.8%7D 14.5%3M | US$286.75 11.4% undervalued intrinsic discount | PE 38x | E 15.2% | US$324.95 | ||
6367 Daikin IndustriesLtd 0.9%7D -11.6%3M | JP¥20,895.00 n/aintrinsic discount | The author hasn't set a fair value for 6367 | PE 21.2x | E 9.5% | JP¥24,406.86 | |
6370 Kurita Water Industries 0.9%7D -7.5%3M | JP¥8,100.00 n/aintrinsic discount | The author hasn't set a fair value for 6370 | PE 19.6x | E 7.3% | JP¥10,546.67 | |
AKE Arkema 0.7%7D -1.1%3M | €59.60 23.3% undervalued intrinsic discount | PS 0.5x | E 47.5% | €62.93 | ||
6594 Nidec -0.04%7D -5.9%3M | JP¥2,626.00 25.0% undervalued intrinsic discount | PE 25.1x | E 18.5% | JP¥2,622.11 | ||
PH Parker-Hannifin -0.7%7D 20.9%3M | US$995.02 26.7% undervalued intrinsic discount | PE 34.4x | E 11.0% | US$1,160.95 | ||
4063 Shin-Etsu Chemical -0.8%7D -22.6%3M | JP¥6,001.00 n/aintrinsic discount | The author hasn't set a fair value for 4063 | PE 23.3x | E 11.2% | JP¥7,774.71 | |
TT Trane Technologies -1.0%7D 0.1%3M | US$448.96 17.5% undervalued intrinsic discount | PE 32.9x | E 14.0% | US$526.99 | ||
DCI Donaldson Company -1.5%7D 12.3%3M | US$91.89 25.3% undervalued intrinsic discount | PE 23.5x | E 9.1% | US$99.60 | ||
DOV Dover -1.6%7D -4.3%3M | US$198.68 20.8% undervalued intrinsic discount | PE 23.7x | E 8.6% | US$246.89 | ||
VRT Vertiv Holdings Co -1.9%7D -20.5%3M | US$257.08 37.1% undervalued intrinsic discount | PE 57.1x | E 24.2% | US$338.15 | ||
CC Chemours -2.2%7D -30.0%3M | US$15.62 47.9% undervalued intrinsic discount | PS 0.4x | E 107.0% | US$19.78 | ||
NVT nVent Electric -2.3%7D -13.4%3M | US$148.48 38.1% undervalued intrinsic discount | PE 40.7x | E 18.5% | US$204.07 | ||
VIE Veolia Environnement -3.6%7D -3.8%3M | €32.85 25.8% undervalued intrinsic discount | PE 19.2x | E 11.8% | €39.35 | ||
ETN Eaton -3.9%7D 0.7%3M | US$402.78 24.6% undervalued intrinsic discount | PE 40.9x | E 20.2% | US$475.57 | ||
SPXC SPX Technologies -4.1%7D -10.0%3M | US$198.73 2.1% undervalued intrinsic discount | PE 34.9x | E 21.1% | US$272.17 | ||
MTRS Munters Group -5.4%7D -10.1%3M | SEK 169.55 32.2% undervalued intrinsic discount | PE 61x | E 49.8% | SEK 228.75 | ||
Q Qnity Electronics -6.7%7D -20.8%3M | US$120.26 32.0% undervalued intrinsic discount | PE 42.9x | E 20.2% | US$176.75 | ||
FIX Comfort Systems USA -8.3%7D -15.1%3M | US$1,518.73 39.3% undervalued intrinsic discount | PE 37.2x | E 20.6% | US$2,197.00 | ||
MOD Modine Manufacturing -10.1%7D -38.4%3M | US$177.63 50.0% undervalued intrinsic discount | PE 65.4x | E 51.3% | US$310.29 |