Global Tech Undervalued over 20% based on DCF

Dell Technologies

Market Cap: US$112.6b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

Xiaomi

Market Cap: HK$799.1b

An investment holding company, engages in the development and sales of smartphones in Mainland China and internationally.

Western Digital

Market Cap: US$100.0b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Seagate Technology Holdings

Market Cap: US$96.2b

Engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.

Luxshare Precision Industry

Market Cap: CN¥355.6b

Designs, manufactures, and sells cable assembly and connector system solutions worldwide.

Quanta Computer

Market Cap: NT$1.1t

Manufactures, processes, and sells laptop computers and telecommunication products in the United States, Mainland China, the Netherlands, Japan, and internationally.

Hewlett Packard Enterprise

Market Cap: US$32.7b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

Jabil

Market Cap: US$28.4b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Hexagon

Market Cap: SEK 238.8b

Provides geospatial and industrial enterprise solutions worldwide.

Canon

Market Cap: JP¥3.9t

Develops, produces, sells, and services various printing, medical, imaging, and industrial equipment in Japan, the Americas, Europe, Asia, and Oceania.

Samsung Electro-Mechanics

Market Cap: ₩33.6t

Manufactures and sells various electronic components in Korea, China, Southeast Asia, Japan, the Americas, and Europe.

Shennan Circuits

Market Cap: CN¥144.9b

Engages in the design, manufacture, and sale of printed circuit boards, packaging substrates, and electronic assemblies in China and internationally.

Everpure

Market Cap: US$20.6b

Provides data storage and management technologies, products, and services in the United States and internationally.

NetApp

Market Cap: US$20.4b

Provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.

Avary Holding(Shenzhen)Co

Market Cap: CN¥117.4b

Engages in the design, development, manufacture, and sale of printed circuit boards in China, the United States, rest of Asia, and Europe.

F5

Market Cap: US$15.8b

Provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region.

TD SYNNEX

Market Cap: US$14.9b

Operates as a distributor and solutions aggregator for the information technology (IT) ecosystem in the United States, Europe, and internationally.

IbidenLtd

Market Cap: JP¥2.3t

Manufactures and sells electronic and ceramics products in Japan, Asia, North America, and internationally.

Super Micro Computer

Market Cap: US$13.9b

Develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

Logitech International

Market Cap: CHF 10.7b

Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.

Nan Ya Printed Circuit Board

Market Cap: NT$367.0b

Manufactures and sells printed circuit boards (PCBs) in Taiwan, the United States, Mainland China, Korea, and internationally.

Accelink Technologies CoLtd

Market Cap: CN¥72.9b

Researches, develops, manufactures, sells, and technical services for optoelectronic chips, devices, modules, and subsystem products primarily in China.

TTM Technologies

Market Cap: US$10.1b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

Largan Precision

Market Cap: NT$283.9b

Designs, manufactures, and sells precision optical plastic lenses in China, South Korea, Vietnam, Japan, Taiwan, and internationally.

Shenzhen Transsion Holdings

Market Cap: CN¥59.4b

Provides smart devices and mobile services in Africa, South Asia, Southeast Asia, the Middle East, Latin America, and internationally.

Sunny Optical Technology (Group)

Market Cap: HK$64.1b

An investment holding company, engages in designing, researching, developing, manufacturing, and selling optical and optical related products, and scientific instruments.

Anker Innovations

Market Cap: CN¥53.9b

Operates as a smart hardware technology company in China and internationally.

BYD Electronic (International)

Market Cap: HK$61.3b

An investment holding company, primarily engages in the design, manufacture, assembly, and sale of mobile handset components, modules, and other products in the People’s Republic of China and internationally.

Viasat

Market Cap: US$7.3b

Provides broadband and communications products and services in the United States and internationally.

Lotes

Market Cap: NT$228.9b

Designs, manufactures, and sells electronic interconnect and hardware components in Taiwan, Mainland China, and internationally.

Yealink Network Technology

Market Cap: CN¥41.7b

Provides video conferencing, voice communications, and collaboration solutions worldwide.

Ingram Micro Holding

Market Cap: US$5.7b

Through its subsidiaries, distributes information technology (IT) products, cloud, and other services in North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America.

Tripod Technology

Market Cap: NT$182.1b

Processes, manufactures, and sells printed circuit boards and other related components in Taiwan, China, Vietnam, Thailand, South Korea, Malaysia, Mexico, and internationally.

Taiwan Union Technology

Market Cap: NT$179.3b

Manufactures and sells copper clad laminates in Asia and internationally.

E Ink Holdings

Market Cap: NT$163.4b

Researches, develops, manufactures, and sells electronic paper display panels worldwide.

Vontier

Market Cap: US$5.0b

Provides mobility ecosystem solutions worldwide.