Watchlist

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

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Watching

Company	Price & Valuation	My FV & Narrative	Valuation	Growth	Analyst Target
STEX Streamex US$0.9787.9% undervalued intrinsic discount 21.2%7D -16.3%3M AN US$8author fair value 26 Junauthor updated this narrative Tokenized Commodity Yield Platform Will Benefit From Growing Real World Asset Adoption
GRAB Grab Holdings US$3.9034.7% undervalued intrinsic discount 9.9%7D 7.7%3M AN US$5.97author fair value 16 Junauthor updated this narrative GRAB: Business Momentum And New Partnerships Will Shape Balanced Near-Term Outlook
BYND Beyond Meat US$0.7129.0% undervalued intrinsic discount 7.7%7D 19.5%3M AN US$1author fair value 17 Junauthor updated this narrative Plant-Based Products Will Capture Secular Global Demand
RBGL.Y Reckitt Benckiser Group US$13.9917.3% undervalued intrinsic discount 7.0%7D 1.3%3M US$16.91author fair value 25 Julauthor updated this narrative Analysts are bullish with a Price Target of $16.91 based on -10.1% annual revenue growth forecasts.
RVMD Revolution Medicines US$189.2441.5% overvalued intrinsic discount 3.9%7D 90.9%3M AN US$133.7author fair value 02 Aprauthor updated this narrative Late Stage RAS Oncology Pipeline Will Reshape Long Term Cancer Treatment Options
CLGN CollPlant Biotechnologies US$0.3496.9% undervalued intrinsic discount 2.3%7D -35.7%3M US$11.12author fair value 27 Julauthor updated this narrative Analysts are bullish with a Price Target of $11.12 based on -15.7% annual revenue growth forecasts.
HSY Hershey US$182.14112.1% overvalued intrinsic discount 1.7%7D -11.7%3M ES US$85.86author fair value 13 Junauthor updated this narrative Hershey - fortress brand-and-scale position in U.S. confectionery: protects the downside far better than it compounds the upside
SXTC China SXT Pharmaceuticals US$2.45n/aintrinsic discount 1.2%7D 29.6%3M N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate SXTC's fair value for valuation analysis.
GLD SPDR Gold Shares US$378.1359.3% undervalued intrinsic discount 1.2%7D -11.9%3M US$930.05author fair value 25 Julauthor updated this narrative GLD ($378.13) is trading below our estimate of fair value ($930.05).
GLDM World Gold Trust - SPDR Gold MiniShares Trust US$81.54n/aintrinsic discount 1.2%7D -11.8%3M N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate GLDM's fair value for valuation analysis.
BB BlackBerry US$11.517.6% undervalued intrinsic discount 1.0%7D 232.7%3M MY US$12.45author fair value 10 Junauthor updated this narrative A 30-Year-Old Prescription for the Physical Automation Era
JBS JBS US$12.2634.8% undervalued intrinsic discount 0.3%7D -30.9%3M AN US$18.81author fair value 26 Junauthor updated this narrative Multi Protein Demand And Value Added Foods Will Drive Long Term Earnings Resilience
GOLI Tidal Trust II - Defiance Gold Enhanced Options Income ETF US$12.70n/aintrinsic discount 0.1%7D -17.6%3M N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate GOLI's fair value for valuation analysis.
TMC TMC the metals US$4.2362.2% undervalued intrinsic discount -0.5%7D -7.8%3M AN US$11.2author fair value 05 Marauthor updated this narrative Seabed Nodule Permitting And Critical Mineral Demand Will Reshape This Long Term Opportunity
NAK Northern Dynasty Minerals US$1.86n/aintrinsic discount -1.1%7D 24.8%3M N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate NAK's fair value for valuation analysis.
ISOU IsoEnergy US$10.0434.8% undervalued intrinsic discount -1.2%7D -5.2%3M US$15.39author fair value 25 Julauthor updated this narrative Insufficient data to calculate ISOU's fair value for valuation analysis
RGTI Rigetti Computing US$17.9439.5% undervalued intrinsic discount -2.3%7D 26.4%3M AN US$29.65author fair value 26 Junauthor updated this narrative Quantum Roadmap And Government Contracts Will Support Long Term Upside Potential
ALK Alaska Air Group US$51.0911.1% undervalued intrinsic discount -5.1%7D 36.9%3M AN US$57.5author fair value 17 Junauthor updated this narrative ALK: Premium Seat Expansion And International Routes Will Drive Future Upside
NOK Nokia Oyj US$12.075.0% overvalued intrinsic discount -7.2%7D 36.8%3M US$11.5author fair value 19 Junauthor updated this narrative Analysts are neutral with a Price Target of $11.50 based on 5.8% annual revenue growth forecasts.
WDC Western Digital US$539.007.8% undervalued intrinsic discount -8.1%7D 82.7%3M AN US$584.79author fair value 30 Junauthor updated this narrative Analysts Boost Western Digital Price Targets Amid Stronger Outlook and Positive Valuation Shifts
MLI Mueller Industries US$56.5024.2% undervalued intrinsic discount -11.9%7D 2.1%3M US$74.5author fair value 19 Junauthor updated this narrative Analysts are bullish with a Price Target of $74.50 based on 11.4% annual revenue growth forecasts.
TOON Kartoon Studios US$0.67n/aintrinsic discount -12.4%7D 8.3%3M N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate TOON's fair value for valuation analysis.
YMAT J-Star Holding US$0.50150.5% overvalued intrinsic discount -20.7%7D 52.8%3M YI US$0.2author fair value 04 Marauthor updated this narrative 5 Best Stocks to Play the Pickleball Boom
GLDF.F Gold Finder Resources US$0.03n/aintrinsic discount -39.6%7D -50.0%3M N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate GLDF.F's fair value for valuation analysis.

Watching

Company	Price & Valuation	My FV & Narrative	Valuation	Growth	Analyst Target
STEX Streamex 21.2%7D -16.3%3M	US$0.97 87.9% undervalued intrinsic discount	AN US$8author fair value 26 Junauthor updated this narrative Tokenized Commodity Yield Platform Will Benefit From Growing Real World Asset Adoption	PB 0.6x	E 114.5%	US$8.00
GRAB Grab Holdings 9.9%7D 7.7%3M	US$3.90 34.7% undervalued intrinsic discount	AN US$5.97author fair value 16 Junauthor updated this narrative GRAB: Business Momentum And New Partnerships Will Shape Balanced Near-Term Outlook	PE 42x	E 23.2%	US$5.97
BYND Beyond Meat 7.7%7D 19.5%3M	US$0.71 29.0% undervalued intrinsic discount	AN US$1author fair value 17 Junauthor updated this narrative Plant-Based Products Will Capture Secular Global Demand	PE 1.7x	E -114.6%	US$0.70
RBGL.Y Reckitt Benckiser Group 7.0%7D 1.3%3M	US$13.99 17.3% undervalued intrinsic discount	US$16.91author fair value 25 Julauthor updated this narrative Analysts are bullish with a Price Target of $16.91 based on -10.1% annual revenue growth forecasts.	PE 10.2x	E -4.7%	US$16.91
RVMD Revolution Medicines 3.9%7D 90.9%3M	US$189.24 41.5% overvalued intrinsic discount	AN US$133.7author fair value 02 Aprauthor updated this narrative Late Stage RAS Oncology Pipeline Will Reshape Long Term Cancer Treatment Options	PB 26.8x	E 59.3%	US$197.18
CLGN CollPlant Biotechnologies 2.3%7D -35.7%3M	US$0.34 96.9% undervalued intrinsic discount	US$11.12author fair value 27 Julauthor updated this narrative Analysts are bullish with a Price Target of $11.12 based on -15.7% annual revenue growth forecasts.	PS 12.6x	S n/a	n/a
HSY Hershey 1.7%7D -11.7%3M	US$182.14 112.1% overvalued intrinsic discount	ES US$85.86author fair value 13 Junauthor updated this narrative Hershey - fortress brand-and-scale position in U.S. confectionery: protects the downside far better than it compounds the upside	PE 33.8x	E 15.9%	US$215.95
SXTC China SXT Pharmaceuticals 1.2%7D 29.6%3M	US$2.45 n/aintrinsic discount	N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate SXTC's fair value for valuation analysis.	PS 13.9x	S n/a	n/a
GLD SPDR Gold Shares 1.2%7D -11.9%3M	US$378.13 59.3% undervalued intrinsic discount	US$930.05author fair value 25 Julauthor updated this narrative GLD ($378.13) is trading below our estimate of fair value ($930.05).	PE 2.9x	S n/a	n/a
GLDM World Gold Trust - SPDR Gold MiniShares Trust 1.2%7D -11.8%3M	US$81.54 n/aintrinsic discount	N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate GLDM's fair value for valuation analysis.	PB n/a	S n/a	n/a
BB BlackBerry 1.0%7D 232.7%3M	US$11.51 7.6% undervalued intrinsic discount	MY US$12.45author fair value 10 Junauthor updated this narrative A 30-Year-Old Prescription for the Physical Automation Era	PE 113x	E 23.3%	US$8.06
JBS JBS 0.3%7D -30.9%3M	US$12.26 34.8% undervalued intrinsic discount	AN US$18.81author fair value 26 Junauthor updated this narrative Multi Protein Demand And Value Added Foods Will Drive Long Term Earnings Resilience	PE 7.5x	E 11.4%	US$19.00
GOLI Tidal Trust II - Defiance Gold Enhanced Options Income ETF 0.1%7D -17.6%3M	US$12.70 n/aintrinsic discount	N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate GOLI's fair value for valuation analysis.	PB n/a	S n/a	n/a
TMC TMC the metals -0.5%7D -7.8%3M	US$4.23 62.2% undervalued intrinsic discount	AN US$11.2author fair value 05 Marauthor updated this narrative Seabed Nodule Permitting And Critical Mineral Demand Will Reshape This Long Term Opportunity	PB -67x	E 86.7%	US$10.83
NAK Northern Dynasty Minerals -1.1%7D 24.8%3M	US$1.86 n/aintrinsic discount	N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate NAK's fair value for valuation analysis.	PB 36.1x	S n/a	n/a
ISOU IsoEnergy -1.2%7D -5.2%3M	US$10.04 34.8% undervalued intrinsic discount	US$15.39author fair value 25 Julauthor updated this narrative Insufficient data to calculate ISOU's fair value for valuation analysis	PB 1.9x	E -29.8%	US$15.39
RGTI Rigetti Computing -2.3%7D 26.4%3M	US$17.94 39.5% undervalued intrinsic discount	AN US$29.65author fair value 26 Junauthor updated this narrative Quantum Roadmap And Government Contracts Will Support Long Term Upside Potential	PB 10.2x	E 43.5%	US$29.65
ALK Alaska Air Group -5.1%7D 36.9%3M	US$51.09 11.1% undervalued intrinsic discount	AN US$57.5author fair value 17 Junauthor updated this narrative ALK: Premium Seat Expansion And International Routes Will Drive Future Upside	PE 78x	E 81.2%	US$62.66
NOK Nokia Oyj -7.2%7D 36.8%3M	US$12.07 5.0% overvalued intrinsic discount	US$11.5author fair value 19 Junauthor updated this narrative Analysts are neutral with a Price Target of $11.50 based on 5.8% annual revenue growth forecasts.	PE 80.9x	E 25.3%	US$11.50
WDC Western Digital -8.1%7D 82.7%3M	US$539.00 7.8% undervalued intrinsic discount	AN US$584.79author fair value 30 Junauthor updated this narrative Analysts Boost Western Digital Price Targets Amid Stronger Outlook and Positive Valuation Shifts	PE 29.3x	E 17.8%	US$589.88
MLI Mueller Industries -11.9%7D 2.1%3M	US$56.50 24.2% undervalued intrinsic discount	US$74.5author fair value 19 Junauthor updated this narrative Analysts are bullish with a Price Target of $74.50 based on 11.4% annual revenue growth forecasts.	PE 14.8x	E 6.5%	US$74.50
TOON Kartoon Studios -12.4%7D 8.3%3M	US$0.67 n/aintrinsic discount	N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate TOON's fair value for valuation analysis.	PS 1.1x	S n/a	n/a
YMAT J-Star Holding -20.7%7D 52.8%3M	US$0.50 150.5% overvalued intrinsic discount	YI US$0.2author fair value 04 Marauthor updated this narrative 5 Best Stocks to Play the Pickleball Boom	PS 1x	S n/a	n/a
GLDF.F Gold Finder Resources -39.6%7D -50.0%3M	US$0.03 n/aintrinsic discount	N/Aauthor fair value Yesterdayauthor updated this narrative Insufficient data to calculate GLDF.F's fair value for valuation analysis.	PB 4.4x	S n/a	n/a

Watchlist

Watching

Tokenized Commodity Yield Platform Will Benefit From Growing Real World Asset Adoption

GRAB: Business Momentum And New Partnerships Will Shape Balanced Near-Term Outlook

Plant-Based Products Will Capture Secular Global Demand

Analysts are bullish with a Price Target of $16.91 based on -10.1% annual revenue growth forecasts.

Late Stage RAS Oncology Pipeline Will Reshape Long Term Cancer Treatment Options

Analysts are bullish with a Price Target of $11.12 based on -15.7% annual revenue growth forecasts.

Hershey - fortress brand-and-scale position in U.S. confectionery: protects the downside far better than it compounds the upside

Insufficient data to calculate SXTC's fair value for valuation analysis.

GLD ($378.13) is trading below our estimate of fair value ($930.05).

Insufficient data to calculate GLDM's fair value for valuation analysis.

A 30-Year-Old Prescription for the Physical Automation Era

Multi Protein Demand And Value Added Foods Will Drive Long Term Earnings Resilience

Insufficient data to calculate GOLI's fair value for valuation analysis.

Seabed Nodule Permitting And Critical Mineral Demand Will Reshape This Long Term Opportunity

Insufficient data to calculate NAK's fair value for valuation analysis.

Insufficient data to calculate ISOU's fair value for valuation analysis

Quantum Roadmap And Government Contracts Will Support Long Term Upside Potential

ALK: Premium Seat Expansion And International Routes Will Drive Future Upside

Analysts are neutral with a Price Target of $11.50 based on 5.8% annual revenue growth forecasts.

Analysts Boost Western Digital Price Targets Amid Stronger Outlook and Positive Valuation Shifts

Analysts are bullish with a Price Target of $74.50 based on 11.4% annual revenue growth forecasts.

Insufficient data to calculate TOON's fair value for valuation analysis.

5 Best Stocks to Play the Pickleball Boom

Insufficient data to calculate GLDF.F's fair value for valuation analysis.

Watching

Tokenized Commodity Yield Platform Will Benefit From Growing Real World Asset Adoption

GRAB: Business Momentum And New Partnerships Will Shape Balanced Near-Term Outlook

Plant-Based Products Will Capture Secular Global Demand

Analysts are bullish with a Price Target of $16.91 based on -10.1% annual revenue growth forecasts.

Late Stage RAS Oncology Pipeline Will Reshape Long Term Cancer Treatment Options

Analysts are bullish with a Price Target of $11.12 based on -15.7% annual revenue growth forecasts.

Hershey - fortress brand-and-scale position in U.S. confectionery: protects the downside far better than it compounds the upside

Insufficient data to calculate SXTC's fair value for valuation analysis.

GLD ($378.13) is trading below our estimate of fair value ($930.05).

Insufficient data to calculate GLDM's fair value for valuation analysis.

A 30-Year-Old Prescription for the Physical Automation Era

Multi Protein Demand And Value Added Foods Will Drive Long Term Earnings Resilience

Insufficient data to calculate GOLI's fair value for valuation analysis.

Seabed Nodule Permitting And Critical Mineral Demand Will Reshape This Long Term Opportunity

Insufficient data to calculate NAK's fair value for valuation analysis.

Insufficient data to calculate ISOU's fair value for valuation analysis

Quantum Roadmap And Government Contracts Will Support Long Term Upside Potential

ALK: Premium Seat Expansion And International Routes Will Drive Future Upside

Analysts are neutral with a Price Target of $11.50 based on 5.8% annual revenue growth forecasts.

Analysts Boost Western Digital Price Targets Amid Stronger Outlook and Positive Valuation Shifts

Analysts are bullish with a Price Target of $74.50 based on 11.4% annual revenue growth forecasts.

Insufficient data to calculate TOON's fair value for valuation analysis.

5 Best Stocks to Play the Pickleball Boom

Insufficient data to calculate GLDF.F's fair value for valuation analysis.