101
Kimco Realty Corporation
KIM · USA
Kimco Realty Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
— 7. Juni 2026
102
Masco Corporation
MAS · USA
Masco Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
78/100 10. Juni 2026
103
Weyerhaeuser Company
WY · USA
Weyerhaeuser In-Depth Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
— 9. Juni 2026
104
American Electric Power Company, Inc.
AEP · USA
American Electric Power In-Depth Value Investment Analysis 21. Mai 2026 Watch
40 /100
Eher schwach
42/100 10. Juni 2026
105
ENN Energy Holdings Limited
2688 · Hongkong
ENN Energy: A Lapsed HK$80 Buyout Left 7.1x Core Earnings and a 6.1% Yield, but Every Ancillary Segment Shrank in H1 and HK$49.48 Sits Above the HK$40 Ideal-Buy Ceiling 16. September 2026 Cautious Buy
39 /100
Eher schwach
68/100 16. September 2026
106
Service Corporation International
SCI · USA
Service Corporation International: Cemetery Gross Profit Now Exceeds Funeral, but a 6.5% Owner-Earnings Yield Sits Only 1.8 Points Above Treasuries 30. August 2026 Hold
39 /100
Eher schwach
73/100 30. August 2026
107
Bunzl plc
BNZL · LSE
Bunzl: 0.4% Underlying Growth, 237 Acquisitions, and 15.6 Times Earnings 29. August 2026 Hold
39 /100
Eher schwach
76/100 30. August 2026
108
FTI Consulting, Inc.
FCN · USA
FTI Consulting: An Expert Franchise Still Raising Prices, Now Carrying Idle Capacity and Borrowed Buybacks 19. August 2026 Hold
39 /100
Eher schwach
72/100 19. August 2026
109
Honeywell International Inc.
HON · USA
Honeywell Technologies: A Genuine Automation Franchise, Already Priced for Successful Execution 9. August 2026 Hold
39 /100
Eher schwach
74/100 9. August 2026
110
Haleon plc
HLN · LSE
Haleon: Oral Health Supplied Over 90% of First-Half Organic Growth While the Rest of the Portfolio Grew 0.3%, and 3.633 Pounds Leaves No Margin of Safety 1. August 2026 Hold
39 /100
Eher schwach
61/100 2. August 2026
111
EHang Holdings Limited
EH · USA
EHang Holdings: China's Certified eVTOL Leader, Not Yet a Scaled Business 10. Juli 2026 Watch
39 /100
Eher schwach
— 10. Juli 2026
112
Invitation Homes Inc.
INVH · USA
Invitation Homes Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
— 8. Juni 2026
113
UDR, Inc.
UDR · USA
UDR Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
48/100 7. Juni 2026
114
Smurfit WestRock plc
SW · USA
Smurfit WestRock: A Long-Term Business Owner's Investment Analysis 29. Mai 2026 Watch
39 /100
Eher schwach
— 8. Juni 2026
115
Skanska AB (publ)
SKA-B · ST
Skanska AB: A Record SEK 297.5bn Backlog Rests on a 4.3% Contractor Margin, and SEK 271.90 Leaves No Conservative Margin of Safety 5. September 2026 Hold
38 /100
Eher schwach
74/100 5. September 2026
116
AptarGroup, Inc.
ATR · USA
AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion 26. August 2026 Hold
38 /100
Eher schwach
70/100 26. August 2026
117
Zhangzhou Pientzehuang Pharmaceutical Co., Ltd.
600436 · Shanghai
Pientzehuang: High-Priced Core Volume Fell 21% in 2025, and CNY132.59 Still Prices In 42x Trailing Earnings 15. August 2026 Hold
38 /100
Eher schwach
88/100 15. August 2026
118
Shanxi Xinghuacun Fen Wine Factory Co., Ltd.
600809 · Shanghai
Shanxi Fenjiu: 22% More Volume but Only 7.5% More Revenue in 2025, Q1 2026 Out-of-Province Sales Fell 15% While Dealers Grew, and CNY123.52 Sits Above Conservative Value 15. August 2026 Hold
38 /100
Eher schwach
86/100 15. August 2026
119
Carlisle Companies Incorporated
CSL · USA
Carlisle Companies: Second-Quarter Sales Rose 8.3% While Adjusted EBITDA Margin Fell 70 Basis Points, and Full-Year Guidance Went Up on Revenue and Down on Margin 6. August 2026 Hold
38 /100
Eher schwach
71/100 6. August 2026
120
AECOM
ACM · USA
AECOM: A 16.5% Segment Margin and 12.1x Earnings Are Genuinely Cheap, but First-Half Free Cash Flow of 15 Million Dollars Means 72.39 Dollars Only Buys the Base Case 1. August 2026 Hold
38 /100
Eher schwach
45/100 1. August 2026
121
Parsons Corporation
PSN · USA
Parsons: A Record 35% Crash Repriced Earnings Quality, and at 40.32 USD the Price Is Interesting but Not Yet Safe 30. Juli 2026 Watch
38 /100
Eher schwach
— 30. Juli 2026
122
Hon Hai Precision Industry Co., Ltd. (Hon Hai Precision Industry / Foxconn)
2317 · Taiwan
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research 5. Juni 2026 Hold
38 /100
Eher schwach
65/100 5. Juni 2026
123
Applied Optoelectronics, Inc.
AAOI · USA
Applied Optoelectronics Deep-Dive Research 31. Mai 2026 Hold
38 /100
Eher schwach
— 5. Juni 2026
124
Arkema S.A.
AKE · Paris
Arkema S.A.: Q2 2026 EBITDA of EUR 390.9m Beat Consensus by About 8% at a 16.1% Margin, but 2.9-Times Leverage Leaves EUR 58.05 Far Above the EUR 32 to EUR 36 Conservative Buy Zone 10. September 2026 Watch
37 /100
Eher schwach
— 10. September 2026
125
JD Sports Fashion plc
JD · LSE
JD Sports Fashion plc: Cheap Cash Flow, Falling Like-for-Like Sales, and the Cost of Control 2. September 2026 Watch
37 /100
Eher schwach
74/100 4. September 2026
126
Changzhou Juhe New Material Co., Ltd.
688503 · Shanghai
Changzhou Juhe: Real Moat, Unproven Second Curve 13. Juli 2026 Hold
37 /100
Eher schwach
42/100 13. Juli 2026
127
LONGi Green Energy Technology Co., Ltd.
601012 · Shanghai
LONGi Green Energy: A Real Transition, Not Yet a Real Turnaround 1. Juli 2026 Hold
37 /100
Eher schwach
— 1. Juli 2026
128
Toll Brothers, Inc.
TOL · USA
Toll Brothers Tiefgehende Aktienanalyse 15. Juni 2026 Halten
37 /100
Eher schwach
71/100 15. Juni 2026
129
Shanghai Biren Technology Co., Ltd.
6082 · Hongkong
Biren Technology Deep-Dive Research 11. Juni 2026 Watch
37 /100
Eher schwach
— 11. Juni 2026
130
Oklo Inc.
OKLO · USA
Oklo (OKLO.US) Zen Horizon Research Report 8. Juni 2026 Watch
37 /100
Eher schwach
— 8. Juni 2026
131
Associated British Foods plc
ABF · LSE
Associated British Foods plc: Primark, FoodCo and the Value of the Split 7. September 2026 Hold
36 /100
Eher schwach
— 7. September 2026
132
Recursion Pharmaceuticals, Inc.
RXRX · USA
Recursion Pharmaceuticals: A Sub-$375m Cost Reset Buys Runway into Early 2028, but $3.63 Already Pays for About 66% of a $1.28bn Platform Option 5. September 2026 Watch
36 /100
Eher schwach
— 6. September 2026
133
Chow Tai Seng Jewellery Co., Ltd.
002867 · Shenzhen
Chow Tai Seng: FY2025 Revenue Fell 36.54% While Profit Rose 9.22%, But at CNY 12.93 the Shares Sit 33-49% Above the CNY 8.7-9.7 Conservative Value 11. August 2026 Hold
36 /100
Eher schwach
— 11. August 2026
134
Roche Holding AG
ROG · SW
Roche Zen Horizon Framework Deep Dive: A Diagnostics and Pharma Giant Past the Patent Cliff, with a Fair Price and Debated Growth 5. Juni 2026 Hold
36 /100
Eher schwach
92/100 5. Juni 2026
135
KDDI Corporation
KDDIY · USA
KDDI From a Long-Term Owner's Perspective 3. Juni 2026 Watch
36 /100
Eher schwach
72/100 5. Juni 2026
136
Uni-President China Holdings Ltd.
0220 · Hongkong
Uni-President China: A 7% Yield Backed by a 100% Payout, but the Beverage Arm That Is Almost Two-Thirds of Sales Has Stopped Growing 26. August 2026 Hold
35 /100
Eher schwach
— 26. August 2026
137
PUMA SE
PUM · XETRA
PUMA SE: A Fixable Brand, but the Price Already Pays for Part of the Fix 9. August 2026 Hold
35 /100
Eher schwach
— 9. August 2026
138
JL MAG Rare-Earth Co., Ltd.
300748 · Shenzhen
JL MAG Rare-Earth (300748) Zen Horizon Framework Deep Dive: A Global Rare-Earth Permanent Magnet Leader, With a V-Shaped Earnings Rebound Meeting a Rich Valuation and a Robotics Narrative 5. Juni 2026 Watch
35 /100
Eher schwach
— 5. Juni 2026
139
Archer Aviation Inc.
ACHR · USA
Archer Aviation (ACHR.US) Zen Horizon Research Report 5. Juni 2026 Watch
35 /100
Eher schwach
— 5. Juni 2026
140
General Motors Company
GM · USA
General Motors: A Deep Value Investment Analysis 26. Mai 2026 Watch
35 /100
Eher schwach
— 11. Juni 2026