Risk factor
Resilient to price shocks
Profitability factor
Greatly undervalued vs peers
About
Supreme Electronics Co., Ltd. operates as an international distributor, facilitating the import and export of a diverse array of electronic products and components across key markets including Taiwan, Hong Kong, China, and the United States. Its extensive product offerings encompass essential semiconductors, various memory solutions like flash and DRAM, and a range of integrated circuits, including analog, mixed-signal, and timing controller ICs. The company also supplies advanced display technologies such as LCDs (TN, STN, TFT-LCD, and 3D applications) and LEDs for mobile and display uses, along with LED driver ICs. Furthermore, its portfolio extends to imaging devices (e.g., digital cameras, DVR/PVR, rear car video recorders), SYSTEM LSI products, SiP and MCP solutions, USB3.0 solutions, multilayer ceramic capacitors, polarizers, display interface products, audio ICs, and automated digitization technology. Beyond its core distribution business, Supreme Electronics is engaged in battery manufacturing, provides biotechnology-related items, and offers warehousing services. The company was founded in 1987 and maintains its headquarters in Taipei, Taiwan.
Company Valuation
Based on key historical and expected multiples, the stock is greatly undervalued relative to its peers. Specifically, the stock is 'cheap' on P/E, neutral on EV/EBITD.