Global Tech Undervalued over 20% based on DCF

Cisco Systems

Market Cap: US$437.7b

Designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.

Dell Technologies

Market Cap: US$285.6b

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.

Seagate Technology Holdings

Market Cap: US$192.6b

Engages in providing data storage solutions in Singapore, the United States, the Netherlands, and internationally.

Foxconn Industrial Internet

Market Cap: CN¥1.2t

Provides smart manufacturing and industrial internet services in Mexico, Vietnam, Singapore, Mainland China, and internationally.

Delta Electronics

Market Cap: NT$4.5t

Provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.

Corning

Market Cap: US$129.1b

Operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally.

Hon Hai Precision Industry

Market Cap: NT$3.4t

Provides electronic manufacturing services.

Murata Manufacturing

Market Cap: JP¥12.9t

Develops, manufactures, and sells ceramic-based passive electronic components and solutions in Japan, North America, and South America, Europe, China, Asia, and internationally.

Hewlett Packard Enterprise

Market Cap: US$70.8b

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

Samsung Electro-Mechanics

Market Cap: ₩97.0t

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

Elite Material

Market Cap: NT$2.0t

Engages in the manufacturing and sales of copper clad laminates, electronic-industrial specialty chemical and raw materials, and electronic components in Taiwan, China, and internationally.

Luxshare Precision Industry

Market Cap: CN¥421.3b

Engages in the research, development, manufacturing, and sales of products in the fields of consumer electronics, communication, auto electronics, and healthcare in China and internationally.

TE Connectivity

Market Cap: US$58.9b

Manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas.

Nokia Oyj

Market Cap: €49.0b

Provides mobile, fixed, and cloud network solutions in North and Latin America, Greater China, India, Asia Pacific, Europe, the Middle East, and Africa.

Coherent

Market Cap: US$56.7b

Develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide.

Ciena

Market Cap: US$56.0b

A network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India.

Flex

Market Cap: US$40.8b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, healthcare, industrial, and power industries in the Americas, Asia, and Europe.

Everpure

Market Cap: US$36.1b

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

Yageo

Market Cap: NT$1.1t

Manufactures and sells electronic components in China, Europe, the United States, and the rest of Asia.

Accton Technology

Market Cap: NT$1.1t

Develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan and internationally.

Wus Printed Circuit (Kunshan)

Market Cap: CN¥233.3b

Engages in the production, sale, and related after-sales services of various printed circuit boards in China.

Celestica

Market Cap: CA$46.9b

Provides supply chain solutions in Asia, North America, and internationally.

Telefonaktiebolaget LM Ericsson

Market Cap: SEK 317.5b

Provides mobile connectivity solutions to communications service providers, enterprises, and the public sector in the Americas, Europe, the Middle East, Africa, Northeast Asia, Southeast Asia, Oceania, and India.

Jabil

Market Cap: US$32.8b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Avary Holding(Shenzhen)Co

Market Cap: CN¥205.9b

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

HP

Market Cap: US$27.2b

Provides personal computing, printing, 3D printing, hybrid work, gaming, and other related technologies in the United States and internationally.

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.

Super Micro Computer

Market Cap: US$24.1b

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

Lite-On Technology

Market Cap: NT$592.2b

Engages in the research, design, manufacturing, and sale of optoelectronic semiconductor components and power managements modules in Asia, the Americas, Europe, and internationally.

Zebra Technologies

Market Cap: US$17.4b

Operates in the automatic identification and data capture solutions industry worldwide.

CDW

Market Cap: US$17.2b

Provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.

Logitech International

Market Cap: CHF 11.0b

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

Innolux

Market Cap: NT$367.7b

Engages in the research, design, development, of display panels and related diversified cross-domain applications in Taiwan, Hong Kong, the United States, Europe, Japan, China, and internationally.

Littelfuse

Market Cap: US$10.5b

Designs, manufactures, and sells electronic components, modules, and subassemblies.

LG Innotek

Market Cap: ₩13.0t

Engages in the manufacture and sale of electronic materials and components for mobile, display, semiconductor, automobile, and Internet of Things (IoT) fields in South Korea and internationally.

Wuhan Guide Infrared

Market Cap: CN¥57.7b

Engages in the design, manufacture, marketing, and sale of infrared thermal imaging detectors and modules, and electro-optical systems in China and internationally.