Calls
1
u/Head-Tension-7042
Reddit r/ValueInvesting
Win Rate
100.0%
return
+5.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 15
$264.00
+5.5%
The author argues ESMT (Elite Semiconductor Micro Electronics, 3006 on the Taiwan Stock Exchange) is deeply undervalued at roughly 2x forward P/E after annualising recent monthly earnings. The mechanism: Micron, SK Hynix and other majors shifted capacity to high-margin HBM, leaving a supply void in legacy DDR2/3/4 memory that pushed spot prices and scarcity sharply higher, benefiting ESMT's legacy-memory focus. Latest reported July and August revenue were 6.5 and 7.5 billion TWD with net margins near 50% and July EPS of $11, and the author expects continued QoQ legacy spot price increases to lift earnings further, viewing a re-rating as likely after the next quarterly earnings report. Stated risks: macro/war-driven bear market, high correlation to large memory names despite little AI exposure, rising wafer costs, and legacy memory obsolescence over the next decade — all of which the author considers priced in.
AI Memory
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u/Head-Tension-7042 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: 3006.TW.
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