Stock Markets

European Market Highlights BE Semiconductor Industries Among 3 Stocks Considered Below Fair Value Estimates


As the European markets experience a rise in major stock indexes, buoyed by easing inflation and a favorable monetary policy stance from the European Central Bank, investors are increasingly on the lookout for opportunities that might be undervalued. In this environment of cautious optimism, identifying stocks that are trading below their fair value estimates can offer potential advantages to investors seeking to capitalize on market inefficiencies.

Name

Current Price

Fair Value (Est)

Discount (Est)

VIGO Photonics (WSE:VGO)

PLN516.00

PLN1020.43

49.4%

TTS (Transport Trade Services) (BVB:TTS)

RON4.27

RON8.44

49.4%

Trøndelag Sparebank (OB:TRSB)

NOK114.00

NOK223.41

49%

Sparebank 68° Nord (OB:SB68)

NOK183.40

NOK362.62

49.4%

Montana Aerospace (SWX:AERO)

CHF19.70

CHF38.70

49.1%

Lectra (ENXTPA:LSS)

€23.75

€46.59

49%

doValue (BIT:DOV)

€2.212

€4.41

49.9%

Airbus (ENXTPA:AIR)

€162.80

€324.82

49.9%

Absolent Air Care Group (OM:ABSO)

SEK210.00

SEK415.92

49.5%

ABO Energy GmbH KGaA (XTRA:AB9)

€37.20

€73.22

49.2%

Click here to see the full list of 174 stocks from our Undervalued European Stocks Based On Cash Flows screener.

Below we spotlight a couple of our favorites from our exclusive screener.

Overview: BE Semiconductor Industries N.V. is a company that develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries globally, with a market cap of approximately €9.74 billion.

Operations: The company’s revenue segment is primarily focused on Semiconductor Equipment and Services, generating €605.30 million.

Estimated Discount To Fair Value: 20.8%

BE Semiconductor Industries is trading 20.8% below its estimated fair value of €154.94, indicating potential undervaluation based on cash flows. Despite recent flat revenue guidance and slight declines in Q1 2025 earnings, the company forecasts significant annual profit growth of 24.6%, outpacing the Dutch market’s average. Additionally, a robust future return on equity of 56.6% is expected within three years, enhancing its investment appeal despite recent share price volatility and stable revenue projections.

ENXTAM:BESI Discounted Cash Flow as at Jun 2025
ENXTAM:BESI Discounted Cash Flow as at Jun 2025

Overview: LINK Mobility Group Holding ASA, along with its subsidiaries, offers mobile and communication-platform-as-a-service solutions and has a market capitalization of NOK7.44 billion.



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