EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 26      
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Fortnightly publication highlighting latest insights from IRF providers

Company Research

Technology

Report by Creative Portfolios

Within Creative Portfolio’s extensive global equity universe, they screen for the best combined ranked stocks focusing on Valuation, Profitability, Piotroski and Accruals. Paul Hollingworth thinks Universal Scientific Industrial offers a compelling technical-fundamental opportunity. The current valuation only points to a modest pick up in EBIT margin and ROE which he feels is too pessimistic. Furthermore, the company's balance sheet is rock solid and its FCF Yield looks attractive. Using a discounted cash flow model, Paul sees fair value at CNY40.45 (60%+ upside).

Edition 194 - 06 Sep 24