EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Universal Scientific Industrial (601231 CH)

Technology

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 September, 2024