SE SEM Select Medical Holdings Corp Загрузка... : Бычьи и медвежьи мнения аналитиков

Semapa is Europe's lowest-cost paper producer trading at 11x P/E with a 14% FCF yield and €780m net cash. The market is undervaluing its cash generation and the 24% annual growth in its tissue segment. A strong value buy ("TOP PICK") with a massive margin of safety provided by its net cash. Family-owned structure (82%) could lead to poor minority shareholder treatment or capital misallocation. 0700 - LONG | confidence: 0.90 | sentiment: +0.80 Speaker: u/Away_Definition5829 Thesis: Tencent trades at 12-15x P/E despite dominant gaming, payments, net cash, and WeChat's billion-plus users. The current valuation reflects a steep "China discount" that ignores the massive private investment portfolio and core cash generation. A high-conviction value play ("TOP PICK") for investors willing to stomach geopolitical risks. Chinese regulatory crackdowns and geopolitical tensions (the "China discount").

Samsung's chairman seeks to meet with Nvidia CEO Jensen Huang in the United States at the end.

The tweet reports a Philippine earthquake disrupting MLCC production at Murata and Samsung.