Global Tech Undervalued over 20% based on DCF

Foxconn Industrial Internet

Market Cap: CN¥1.1t

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

Dell Technologies

Market Cap: US$117.2b

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.

Western Digital

Market Cap: US$114.6b

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.

Xiaomi

Market Cap: HK$799.2b

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

Luxshare Precision Industry

Market Cap: CN¥423.9b

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

Hewlett Packard Enterprise

Market Cap: US$32.9b

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

Unimicron Technology

Market Cap: NT$975.2b

Engages in the manufacturing, processing, and sale of printed circuit boards, electrical equipment, electronic products, and integrated circuit product testing and burn-in systems in Taiwan, China, Asia, the Americas, and internationally.

Samsung Electro-Mechanics

Market Cap: ₩41.7t

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

Canon

Market Cap: JP¥3.8t

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

Everpure

Market Cap: US$19.9b

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

Avary Holding(Shenzhen)Co

Market Cap: CN¥130.0b

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

NetApp

Market Cap: US$18.9b

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.

TD SYNNEX

Market Cap: US$16.0b

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

F5

Market Cap: US$15.3b

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

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.

Zebra Technologies

Market Cap: US$10.7b

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

Largan Precision

Market Cap: NT$306.4b

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

Shenzhen Transsion Holdings

Market Cap: CN¥60.7b

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$67.2b

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

Wuhan Guide Infrared

Market Cap: CN¥57.8b

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

BYD Electronic (International)

Market Cap: HK$63.3b

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.

Lotes

Market Cap: NT$254.1b

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

Viasat

Market Cap: US$7.5b

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

Yealink Network Technology

Market Cap: CN¥43.9b

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

Tripod Technology

Market Cap: NT$197.1b

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

Ingram Micro Holding

Market Cap: US$6.2b

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.

LG Innotek

Market Cap: ₩9.0t

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.

Vontier

Market Cap: US$5.3b

Provides mobility ecosystem solutions worldwide.

E Ink Holdings

Market Cap: NT$164.6b

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

Ralliant

Market Cap: US$5.0b

Engages in the design, development, manufacture, sale, and service of precision instruments and engineered products in the United States, China, and internationally.

Ricoh Company

Market Cap: JP¥763.9b

Develops, manufactures, and sells digital products and services in Japan, the Americas, Europe, the Middle East, Africa, China, South East Asia, and Oceania.

Brother Industries

Market Cap: JP¥761.8b

Manufactures and sells communications and printing equipment in Japan, the United States, China, and internationally.

Glarun TechnologyLtd

Market Cap: CN¥31.6b

Engages in the research and development, production, and sale of radar equipment and related systems, industrial software and intelligent manufacturing, smart rail transit, and related activities in China and internationally.

Meiko Electronics

Market Cap: JP¥679.1b

Engages in the design, manufacture, and sale of printed circuit boards (PCBs) and auxiliary electronics in Japan, China, Vietnam, the rest of Asia, North America, Europe, and internationally.

Itron

Market Cap: US$4.2b

A technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide.