| 301 |
SS&C Technologies Holdings Inc
SSNC · USA
|
$18B |
57/100
Mittel
|
46/100 |
9.6%low 2.3% |
10 yr+ |
0.6× |
46% |
SS&C Technologies: A Sticky Cash Engine, Not Yet Cheap Enough18. Juli 2026 · Hold |
FY2025 |
| 302 |
Inspur Electronic Info Industr
000977 · Shenzhen
|
$15B |
57/100
Mittel
|
38/100 |
9.8%low 5.9% |
10 yr+ |
Net cash |
10% |
Inspur Information Deep-Dive Research14. Juni 2026 · Hold |
FY2025 |
| 303 |
Xiaomi Corp
1810 · Hongkong
|
$95B |
56/100
Mittel
|
48/100 |
12.8%low 1.7% |
8 yr |
Net cash |
16% |
Xiaomi Group Long-Term Owner-Oriented Research17. Mai 2026 · Watch |
FY2025 |
| 304 |
Vulcan Materials Company
VMC · USA
|
$35B |
56/100
Mittel
|
43/100 |
10.7%low 8.3% |
10 yr+ |
0.6× |
26% |
Vulcan Materials Company: In-Depth Value Investing Analysis28. Mai 2026 · Watch |
FY2025 |
| 305 |
WuXi Biologics
2269 · Hongkong
|
$20B |
56/100
Mittel
|
52/100 |
13.2%low 6.3% |
10 yr+ |
Net cash |
43% |
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount12. Juni 2026 · Hold |
FY2025 |
| 306 |
Accelink Technologies Co Ltd
002281 · Shenzhen
|
$20B |
56/100
Mittel
|
44/100 |
9.2%low 7.3% |
10 yr+ |
Net cash |
21% |
Accelink Technologies: AI Datacom Growth Racing Against a Stretched Valuation14. Juni 2026 · Avoid |
FY2025 |
| 307 |
Nextracker Inc. Class A Common Stock
NXT · USA
|
$14B |
56/100
Mittel
|
41/100 |
25.2%low -0.4% |
7 yr |
Net cash |
21% |
Nextpower Inc: Tracker Leadership Is Real, the Platform Premium Still Has to Be Earned25. August 2026 · Hold |
FY2026 |
| 308 |
Moog Inc
MOG-A · USA
|
$12B |
56/100
Mittel
|
35/100 |
10.2%low 0.7% |
10 yr+ |
0.4× |
27% |
Moog Long-Term Owner's View Research3. Juni 2026 · Watch |
FY2025 |
| 309 |
Qualcomm Incorporated
QCOM · USA
|
$155B |
55/100
Mittel
|
46/100 |
-17.1%low -534.9% |
7 yr |
0.2× |
58% |
Qualcomm Incorporated: Mispricing, Value Trap, or Transition Discount?7. August 2026 · Hold |
FY2025 |
| 310 |
Vinci S.A.
DG · Paris
|
$73B |
55/100
Mittel
|
44/100 |
14.5%low 5.9% |
10 yr+ |
0.6× |
18% |
VINCI SA: Concessions Turn EUR 12.22bn of Revenue Into EUR 5.94bn of Operating Income, but ASF, Escota and Cofiroute Revert to the State by 203611. September 2026 · Hold |
FY2025 |
| 311 |
DexCom Inc
DXCM · USA
|
$31B |
55/100
Mittel
|
48/100 |
9.5%low -23.1% |
7 yr |
Net cash |
65% |
DexCom Investment Research Report22. Mai 2026 · Watch |
FY2025 |
| 312 |
Interactive Brokers Group Inc
IBKR · USA
|
$149B |
54/100
Mittel
|
52/100 |
2.9%low 1.2% |
10 yr+ |
Net cash |
78% |
Interactive Brokers: A Long-Term Owner's View25. Mai 2026 · Watch |
FY2025 |
| 313 |
Westinghouse Air Brake Technologies Corp
WAB · USA
|
$49B |
54/100
Mittel
|
44/100 |
8.1%low 3.3% |
10 yr+ |
0.4× |
30% |
Wabtec: A Long-Term Business-Owner's Analysis27. Mai 2026 · Watch |
FY2025 |
| 314 |
King Yuan Electronics Co Ltd
2449 · Taiwan
|
$12B |
54/100
Mittel
|
46/100 |
14.2%low 7.3% |
10 yr+ |
0.3× |
31% |
KYEC Deep-Dive Research14. Juni 2026 · Hold |
FY2025 |
| 315 |
Quanta Services Inc
PWR · USA
|
$100B |
53/100
Mittel
|
43/100 |
9.7%low 5.9% |
10 yr+ |
0.7× |
13% |
Quanta Services: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 316 |
Sumitomo Electric Industries Ltd ADR
SMTOY · USA
|
$41B |
53/100
Mittel
|
40/100 |
7.2%low 3.5% |
10 yr+ |
0.2× |
18% |
Sumitomo Electric Industries: The Transition Is Real, But So Is the Price15. Juli 2026 · Hold |
FY2026 |
| 317 |
Tesco PLC
TSCO · LSE
|
$39B |
53/100
Mittel
|
38/100 |
9.9%low 5.7% |
10 yr+ |
1.0× |
7% |
Tesco PLC: A Decade-High Market Share, Bought With Margin, and a 53-Week Year That Flatters Statutory Profit2. September 2026 · Hold |
FY2026 |
| 318 |
IQVIA Holdings Inc
IQV · USA
|
$39B |
53/100
Mittel
|
45/100 |
13.0%low 1.3% |
10 yr+ |
2.2× |
33% |
IQVIA Holdings: A Deep-Dive Value Investing Study28. Mai 2026 · Watch |
FY2025 |
| 319 |
SBA Communications Corp
SBAC · USA
|
$19B |
53/100
Mittel
|
45/100 |
10.1%‡low 6.5% |
10 yr+ |
— |
72% |
SBA Communications Value Investing Analysis29. Mai 2026 · Watch |
FY2025 |
| 320 |
Rogers Communications Inc
RCI · USA
|
$18B |
53/100
Mittel
|
30/100 |
19.8%low 8.1% |
10 yr+ |
2.4× |
40% |
Rogers Communications: A Long-Term Owner's Perspective3. Juni 2026 · Watch |
FY2025 |
| 321 |
Alliant Energy Corp
LNT · USA
|
$18B |
53/100
Mittel
|
38/100 |
10.8%low 9.9% |
10 yr+ |
1.6× |
40% |
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective30. Mai 2026 · Watch |
FY2025 |
| 322 |
Insulet Corporation
PODD · USA
|
$11B |
53/100
Mittel
|
51/100 |
3.8%low -45.7% |
8 yr |
0.2× |
65% |
Insulet Corporation: A Long-Term Owner's Perspective31. Mai 2026 · Watch |
FY2025 |
| 323 |
CF Industries Holdings Inc
CF · USA
|
$19B |
52/100
Mittel
|
40/100 |
20.4%low -4.3% |
9 yr |
0.4× |
30% |
CF Industries: A Long-Term Value Investing Analysis24. Mai 2026 · Watch |
FY2025 |
| 324 |
Shandong Zhongji Electrical Equipment Co Ltd
300308 · Shenzhen
|
$141B |
51/100
Mittel
|
56/100 |
13.4%low 1.8% |
10 yr+ |
Net cash |
28% |
Innolight (Zhongji Innolight): Eine tiefgehende Value-Investment-Studie21. Mai 2026 · Beobachten |
FY2025 |
| 325 |
Equinix Inc
EQIX · USA
|
$101B |
51/100
Mittel
|
46/100 |
5.5%low 2.9% |
10 yr+ |
1.4× |
49% |
Equinix Long-Term Owner's Perspective Research25. Mai 2026 · Watch |
FY2025 |
| 326 |
Cigna Corp
CI · USA
|
$74B |
51/100
Mittel
|
42/100 |
12.5%low 6.4% |
10 yr+ |
0.6× |
19% |
The Cigna Group Long-Term Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |
| 327 |
ONEOK Inc
OKE · USA
|
$57B |
51/100
Mittel
|
42/100 |
21.6%low 7.0% |
10 yr+ |
1.5× |
20% |
ONEOK In-Depth Value Investing Analysis27. Mai 2026 · Cautious Buy |
FY2025 |
| 328 |
WEC Energy Group Inc
WEC · USA
|
$36B |
51/100
Mittel
|
42/100 |
11.6%low 10.5% |
10 yr+ |
1.6× |
39% |
WEC Energy Group Deep Dive: A High-Quality Utility, but Its Premium Stability Is Already Fully Priced In27. Mai 2026 · Watch |
FY2025 |
| 329 |
NAURA Technology Group Co Ltd
002371 · Shenzhen
|
$70B |
50/100
Mittel
|
50/100 |
9.4%low 2.9% |
10 yr+ |
Net cash |
39% |
NAURA Technology Group SUN-R Investmentanalyse16. Juni 2026 · Beobachten |
FY2025 |
| 330 |
Fresnillo PLC
FRES · LSE
|
$23B |
50/100
Mittel
|
31/100 |
12.3%low 3.7% |
10 yr+ |
Net cash |
35% |
Fresnillo: A Genuine Re-Rating, But the Price Already Assumes the Hard Part Is Done4. Juli 2026 · Hold |
FY2025 |
| 331 |
Futu Holdings Ltd
FUTU · USA
|
$15B |
50/100
Mittel
|
49/100 |
6.3%low -70.9% |
8 yr |
Net cash |
76% |
Futu Holdings In-Depth Research Report24. Mai 2026 · Watch |
FY2025 |
| 332 |
Eurofins Scientific SE
ERF · Paris
|
$13B |
50/100
Mittel
|
51/100 |
10.6%low 6.1% |
10 yr+ |
1.3× |
55% |
Eurofins Scientific (Eurofins Scientific SE, ERF.PA) — Zen Horizon Report8. Juni 2026 · Watch |
FY2025 |
| 333 |
UDR Inc
UDR · USA
|
$14B |
48/100
Eher schwach
|
39/100 |
5.2%low 1.6% |
10 yr+ |
1.9× |
23% |
UDR Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 334 |
Ningbo Tuopu Group Co Ltd
601689 · Shanghai
|
$11B |
48/100
Eher schwach
|
48/100 |
12.0%low 6.2% |
10 yr+ |
0.2× |
24% |
Ningbo Tuopu: Fair for the Auto Business, Pricey for the Robot Option23. Juli 2026 · Hold |
FY2025 |
| 335 |
Wistron Corp
3231 · Taiwan
|
$19B |
47/100
Eher schwach
|
47/100 |
12.7%low 4.4% |
10 yr+ |
1.1× |
6% |
Wistron Corporation Deep Dive: From Notebook ODM to Core Executor in NVIDIA's AI Server Manufacturing Chain12. Juni 2026 · Hold |
FY2025 |
| 336 |
Nextera Energy Inc
NEE · USA
|
$181B |
46/100
Eher schwach
|
43/100 |
13.1%low 8.0% |
10 yr+ |
1.7× |
57% |
NextEra Energy: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 337 |
BYD Co Ltd Class A
002594 · Shenzhen
|
$122B |
46/100
Eher schwach
|
48/100 |
10.8%low 2.8% |
10 yr+ |
0.1× |
17% |
BYD: Exports Reached 43.8% of First-Half Volume While Group Sales Fell 15.7% and First-Quarter Free Cash Flow Ran 19.3 Billion Yuan Negative3. August 2026 · Hold |
FY2025 |
| 338 |
T-Mobile US Inc
TMUS · USA
|
$185B |
45/100
Eher schwach
|
46/100 |
11.4%low 3.7% |
10 yr+ |
2.0× |
57% |
T-Mobile Long-Term Owner's View Research23. Mai 2026 · Watch |
FY2025 |
| 339 |
Wheaton Precious Metals Corp
WPM · USA
|
$51B |
45/100
Eher schwach
|
49/100 |
7.8%low 1.2% |
10 yr+ |
Net cash |
54% |
Wheaton Precious Metals In-Depth Research31. Mai 2026 · Hold |
FY2025 |
| 340 |
Advanced Micro Fabrication Inc
688012 · Shanghai
|
$46B |
45/100
Eher schwach
|
48/100 |
8.3%low 4.3% |
9 yr |
Net cash |
45% |
AMEC (688012): China's Domestic Etch Equipment Leader, a Great Company at a Rich Price9. Juni 2026 · Watch |
FY2025 |
| 341 |
Ares Management LP
ARES · USA
|
$42B |
45/100
Eher schwach
|
52/100 |
13.9%low 5.2% |
10 yr+ |
3.1× |
60% |
Ares Management: A Deep Dive into the Alternative Asset Management Platform23. Mai 2026 · Watch |
FY2025 |
| 342 |
EVE Energy
300014 · Shenzhen
|
$17B |
45/100
Eher schwach
|
49/100 |
13.4%low 9.8% |
10 yr+ |
0.6× |
22% |
EVE Energy: Storage Now Leads the Growth and Carries the Thinnest Margin, and Capex Still Outruns the Cash It Converts28. Juli 2026 · Watch |
FY2025 |
| 343 |
Goertek Inc
002241 · Shenzhen
|
$11B |
45/100
Eher schwach
|
41/100 |
10.2%low 3.5% |
10 yr+ |
Net cash |
15% |
GoerTek: Stand-Alone Q2 Grew 0.67%, FY2025's Profit Jump Was Largely an Accounting Gain, and CNY 23.51 Already Pays the Base Case30. August 2026 · Hold |
FY2025 |
| 344 |
United Microelectronics Corporation
2303 · Taiwan
|
$52B |
44/100
Eher schwach
|
43/100 |
11.4%low 3.7% |
10 yr+ |
Net cash |
27% |
United Microelectronics Corporation UMC Deep-Dive Research14. Juni 2026 · Watch |
FY2025 |
| 345 |
American Electric Power Co Inc
AEP · USA
|
$70B |
42/100
Eher schwach
|
40/100 |
9.7%low 3.5% |
10 yr+ |
1.6× |
28% |
American Electric Power In-Depth Value Investment Analysis21. Mai 2026 · Watch |
FY2025 |
| 346 |
Kinder Morgan Inc
KMI · USA
|
$72B |
41/100
Eher schwach
|
43/100 |
5.5%low 0.5% |
10 yr+ |
1.0× |
50% |
Kinder Morgan: A Long-Term Owner's Perspective26. Mai 2026 · Watch |
FY2025 |
| 347 |
Barrick Mining Corporation
B · USA
|
$63B |
41/100
Eher schwach
|
38/100 |
7.5%low -20.3% |
7 yr |
Net cash |
37% |
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair Value25. Juni 2026 · Hold |
FY2025 |
| 348 |
Aker BP ASA
AKRBP · OL
|
$23B |
41/100
Eher schwach
|
35/100 |
10.9%low 1.2% |
10 yr+ |
0.4× |
59% |
Aker BP ASA: The 2028 Cash Inflection Is Sanctioned and Tax-Shielded, but NOK 356 Leaves No Conservative Margin of Safety4. September 2026 · Hold |
FY2025 |
| 349 |
Federal Realty Investment Trust
FRT · USA
|
$11B |
40/100
Eher schwach
|
42/100 |
10.3%low 5.1% |
10 yr+ |
1.5× |
62% |
Federal Realty Investment Trust: A Deep-Dive Research Report from a Long-Term Business Owner's Perspective31. Mai 2026 · Watch |
FY2025 |
| 350 |
Corning Incorporated
GLW · USA
|
$119B |
39/100
Eher schwach
|
49/100 |
8.6%low -3.2% |
8 yr |
0.7× |
35% |
Corning In-Depth Value Research Report20. Mai 2026 · Watch |
FY2025 |
| 351 |
Agnico Eagle Mines Limited
AEM · USA
|
$75B |
39/100
Eher schwach
|
43/100 |
7.0%low -7.2% |
7 yr |
Net cash |
34% |
Agnico Eagle Mines (AEM) Zen Horizon Report8. Juni 2026 · Watch |
FY2025 |
| 352 |
Gold Fields Ltd ADR
GFI · USA
|
$30B |
39/100
Eher schwach
|
36/100 |
13.4%low -12.9% |
7 yr |
0.2× |
34% |
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country Risk25. Juni 2026 · Cautious Buy |
FY2025 |
| 353 |
DTE Energy Company
DTE · USA
|
$30B |
37/100
Eher schwach
|
39/100 |
11.1%low 9.6% |
10 yr+ |
2.1× |
32% |
DTE Energy: A Long-Term Owner's Perspective on a U.S. Regulated Utility28. Mai 2026 · Watch |
FY2025 |
| 354 |
Royal Gold Inc
RGLD · USA
|
$17B |
37/100
Eher schwach
|
47/100 |
5.7%low -5.4% |
7 yr |
0.1× |
79% |
Royal Gold Tiefenanalyse15. Juni 2026 · Halten |
FY2025 |
| 355 |
Howmet Aerospace Inc
HWM · USA
|
$113B |
36/100
Eher schwach
|
47/100 |
10.1%low -18.3% |
8 yr |
0.4× |
22% |
Howmet Aerospace Deep Value Investment Research25. Mai 2026 · Watch |
FY2025 |
| 356 |
Southern Company
SO · USA
|
$109B |
35/100
Eher schwach
|
41/100 |
10.4%low 3.4% |
10 yr+ |
2.0× |
43% |
The Southern Company: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 357 |
Williams Companies Inc
WMB · USA
|
$87B |
33/100
Schwach
|
43/100 |
11.6%low -9.1% |
7 yr |
2.3× |
52% |
The Williams Companies: A Long-Term Owner's Perspective26. Mai 2026 · Watch |
FY2025 |
| 358 |
Entergy Corporation
ETR · USA
|
$50B |
31/100
Schwach
|
41/100 |
8.4%low -6.8% |
9 yr |
1.7× |
37% |
Entergy: A Research Report Through a Long-Term Corporate Owner's Lens27. Mai 2026 · Watch |
FY2025 |
| 359 |
Samsung Biologics Co Ltd
207940 · Korea
|
$46B |
27/100
Schwach
|
47/100 |
6.8%low -4.3% |
8 yr |
— |
38% |
Samsung Biologics (207940) Zen Horizon Framework Deep Dive: A Global CDMO Champion Newly Purified by Spin-Off, Where an Excellent Business Meets a Rich Price and Unproven BIOSECURE Upside5. Juni 2026 · Hold |
FY2025 |