Amid escalating trade tensions between the U.S. and China, Asian markets have been experiencing significant volatility, with investor sentiment heavily influenced by tariff developments. In such uncertain times, identifying undervalued stocks can be particularly appealing to investors seeking opportunities that may offer potential value despite broader market challenges.
Name | Current Price | Fair Value (Est) | Discount (Est) |
Asia Vital Components (TWSE:3017) | NT$435.00 | NT$852.40 | 49% |
Visual Photonics Epitaxy (TWSE:2455) | NT$98.20 | NT$195.86 | 49.9% |
Ningbo Sanxing Medical ElectricLtd (SHSE:601567) | CN¥27.00 | CN¥53.04 | 49.1% |
Future (TSE:4722) | ¥1719.00 | ¥3357.73 | 48.8% |
Nishi-Nippon Financial Holdings (TSE:7189) | ¥1860.00 | ¥3654.43 | 49.1% |
Hyundai Rotem (KOSE:A064350) | ₩104800.00 | ₩209162.60 | 49.9% |
internet infinity (TSE:6545) | ¥584.00 | ¥1139.67 | 48.8% |
Tongqinglou Catering (SHSE:605108) | CN¥21.17 | CN¥41.59 | 49.1% |
GMO internet group (TSE:9449) | ¥3037.00 | ¥5988.45 | 49.3% |
note (TSE:5243) | ¥1795.00 | ¥3564.80 | 49.6% |
Below we spotlight a couple of our favorites from our exclusive screener.
Overview: Wus Printed Circuit (Kunshan) Co., Ltd. specializes in the research, development, design, manufacture, and sale of printed circuit boards in China and has a market cap of CN¥52.84 billion.
Operations: The company's revenue segments include Printed Circuit Board sales at CN¥12.84 billion and House Sale Income at CN¥4.69 million, along with Property Fee income of CN¥0.32 million.
Estimated Discount To Fair Value: 31.6%
Wus Printed Circuit (Kunshan) is trading at a good value, 31.6% below its estimated fair value of CNY 40.26, and shows robust revenue growth potential at 18.4% annually, outpacing the CN market's average. Despite high share price volatility and a dividend yield of 1.82% not fully covered by free cash flows, the company's earnings grew by over 71% last year with net income reaching CNY 2.59 billion, reflecting strong financial performance and undervaluation based on discounted cash flow analysis.
Overview: Kokusai Electric Corporation develops, manufactures, sells, repairs, and maintains semiconductor manufacturing equipment globally with a market cap of ¥537.32 billion.
Operations: The Semiconductor Manufacturing Equipment Business segment generated ¥223.84 billion in revenue.
Estimated Discount To Fair Value: 44.8%
Kokusai Electric is trading at a significant discount, 44.8% below its estimated fair value of ¥4,182.83, suggesting potential undervaluation based on cash flows. The company forecasts revenue growth of 10.1% annually, surpassing the JP market average and with earnings expected to grow at 16.7% per year. Recent debt restructuring involves borrowing ¥60 billion for early prepayment, indicating strategic financial management amidst high share price volatility over the past three months.
Overview: Baycurrent, Inc., with a market cap of ¥1.16 trillion, provides consulting services in Japan.
Operations: Baycurrent, Inc. generates its revenue by offering consulting services within Japan.
Estimated Discount To Fair Value: 43.2%
BayCurrent is trading 43.2% below its estimated fair value of ¥13,485.34, highlighting potential undervaluation based on cash flows. The company's earnings are forecasted to grow at 19.1% annually, outpacing the JP market average. Despite recent share price volatility, BayCurrent's strategic buyback program aims to enhance shareholder value by repurchasing shares worth ¥3 billion. Additionally, the company has revised its dividend policy to target a 40% payout ratio from FY2026 onwards for stable shareholder returns.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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