501
Semiconductor Manufacturing International Corporation
0981 · Hongkong
SMIC: Strategic Scarcity Is Proven, but Has the Capital Cycle Started Paying Its Way? 8. August 2026
Hold
42 /100
Eher schwach
—
8. August 2026
502
Shanghai Sinyang Semiconductor Materials Co., Ltd.
300236 · Shenzhen
Shanghai Sinyang Semiconductor Materials: A Real Domestic-Substitution Winner, but Today's Price Already Discounts Years of Fab Penetration 26. Juli 2026
Hold
42 /100
Eher schwach
—
26. Juli 2026
503
Jiangsu Changjiang Electronics Technology Co., Ltd.
600584 · Shanghai
JCET: Advanced-Packaging Ambitions Are Real, But Owner Earnings Haven't Caught Up to the Price 22. Juli 2026
Watch
42 /100
Eher schwach
—
22. Juli 2026
504
TDK Corporation
6762 · TSE
TDK Corporation: A Real Transition, Priced With Little Room to Wobble 18. Juli 2026
Hold
42 /100
Eher schwach
—
18. Juli 2026
505
QIAGEN N.V.
QGEN · USA
QIAGEN: Sticky Workflow Economics With Takeover Optionality Already in the Price 17. Juli 2026
Hold
42 /100
Eher schwach
49/100
17. Juli 2026
506
Silex Systems Limited
SLX · AU
Silex Systems: A Scarce Enrichment Option Priced for Commercial Success It Has Yet to Earn 17. Juli 2026
Hold
42 /100
Eher schwach
—
17. Juli 2026
507
ACM Research Shanghai, Inc.
688082 · Shanghai
ACM Research Shanghai: A Genuine Platform Story, Priced for Zero Margin of Safety 4. Juli 2026
Watch
42 /100
Eher schwach
64/100
4. Juli 2026
508
First Majestic Silver Corp.
AG · USA
First Majestic Silver: A Better Miner After Los Gatos, No Longer a Cheap One 3. Juli 2026
Hold
42 /100
Eher schwach
17/100
3. Juli 2026
509
Mowi ASA
MOWI · OL
Mowi ASA: A License-Constrained Salmon Platform at a Fair, Not Forgiving, Price 2. Juli 2026
Hold
42 /100
Eher schwach
63/100
2. Juli 2026
510
Beijing Jingyi Automation Equipment Co., Ltd.
688652 · Shanghai
Beijing Jingyi: A Genuine Semiconductor Subsystem Business at an Increasingly Demanding Price 29. Juni 2026
Watch
42 /100
Eher schwach
—
29. Juni 2026
511
Sanofi SA
SAN · Paris
Sanofi SA: A Pure-Play in Transition, Still Proving Life After Dupixent 29. Juni 2026
Hold
42 /100
Eher schwach
—
29. Juni 2026
512
Schaeffler AG
SHA · XETRA
Schaeffler: More Interesting Than Its Multiple, but Not Yet Safer Than It Implies 29. Juni 2026
Watch
42 /100
Eher schwach
—
29. Juni 2026
513
Shimano Inc.
7309 · TSE
Shimano: A Fortress Cycling Franchise in a Real Trough, But the Price Already Pays for the Repair 26. Juni 2026
Hold
42 /100
Eher schwach
—
26. Juni 2026
514
Games Workshop Group PLC
GAW · LSE
Games Workshop: An Exceptional Warhammer Compounder, Priced for Continued Excellence 26. Juni 2026
Hold
42 /100
Eher schwach
94/100
26. Juni 2026
515
Graco Inc.
GGG · USA
Graco Inc.: A Premium Fluid-Handling Compounder Priced for a Recovery Not Yet Visible 21. Juni 2026
Hold
42 /100
Eher schwach
89/100
21. Juni 2026
516
MKS Inc.
MKSI · USA
MKS Inc.: A Hybrid Process-Control Platform Priced for a Near-Best-Case AI Cycle 21. Juni 2026
Avoid
42 /100
Eher schwach
—
21. Juni 2026
517
LG Energy Solution, Ltd.
373220 · Korea
LG Energy Solution: Strategic Assets, Unproven Returns 20. Juni 2026
Hold
42 /100
Eher schwach
—
20. Juni 2026
518
YASKAWA Electric Corporation
6506 · TSE
Yaskawa Electric: Servo-Erholung zum vollen Preis 17. Juni 2026
Halten
42 /100
Eher schwach
—
18. Juni 2026
519
10x Genomics, Inc.
TXG · USA
10x Genomics Tiefenanalyse 15. Juni 2026
Halten
42 /100
Eher schwach
—
15. Juni 2026
520
Guangzhou Huate Gas Co., Ltd.
688268 · Shanghai
A Long-Term Owner's View of Huate Gas 9. Juni 2026
Watch
42 /100
Eher schwach
—
10. Juni 2026
521
SÜSS MicroTec SE
SMHN · XETRA
SÜSS MicroTec (SMHN): A Niche Winner in Advanced Packaging Equipment, Good Company at a Bad Price 9. Juni 2026
Watch
42 /100
Eher schwach
49/100
10. Juni 2026
522
Centrus Energy Corp.
LEU · USA
Centrus Energy Zen Horizon Framework Deep-Dive Research 6. Juni 2026
Watch
42 /100
Eher schwach
65/100
10. Juni 2026
523
Entegris, Inc.
ENTG · USA
Entegris (ENTG) Zen Horizon Research Report 5. Juni 2026
Watch
42 /100
Eher schwach
—
10. Juni 2026
524
Curtiss-Wright Corporation
CW · USA
Curtiss-Wright Research from a Long-Term Owner's Perspective 3. Juni 2026
Watch
42 /100
Eher schwach
78/100
10. Juni 2026
525
MACOM Technology Solutions Holdings, Inc.
MTSI · USA
MACOM Technology Research from a Long-Term Owner's Perspective 3. Juni 2026
Watch
42 /100
Eher schwach
33/100
10. Juni 2026
526
Federal Realty Investment Trust
FRT · USA
Federal Realty Investment Trust: A Deep-Dive Research Report from a Long-Term Business Owner's Perspective 31. Mai 2026
Watch
42 /100
Eher schwach
40/100
10. Juni 2026
527
Universal Health Services, Inc.
UHS · USA
Universal Health Services Value-Investing Deep-Dive 31. Mai 2026
Cautious Buy
42 /100
Eher schwach
74/100
10. Juni 2026
528
McCormick & Company, Incorporated
MKC · USA
McCormick Deep Value Investment Research 30. Mai 2026
Watch
42 /100
Eher schwach
81/100
10. Juni 2026
529
Tractor Supply Company
TSCO · USA
Tractor Supply Deep Value Investment Research 30. Mai 2026
Watch
42 /100
Eher schwach
74/100
10. Juni 2026
530
Fox Corporation
FOX · USA
Fox Corporation: A Deep Value Investing Analysis 29. Mai 2026
Watch
42 /100
Eher schwach
74/100
10. Juni 2026
531
Loews Corporation
L · USA
Loews Corporation: A Value Investing Deep Dive 29. Mai 2026
Watch
42 /100
Eher schwach
—
10. Juni 2026
532
Omnicom Group Inc.
OMC · USA
Omnicom Group Inc: A Long-Term Owner's Research Report 29. Mai 2026
Watch
42 /100
Eher schwach
—
10. Juni 2026
533
Constellation Brands, Inc.
STZ · USA
Constellation Brands Long-Term Value Research Report 29. Mai 2026
Watch
42 /100
Eher schwach
37/100
10. Juni 2026
534
NetApp, Inc.
NTAP · USA
NetApp: A Deep-Value Study 28. Mai 2026
Watch
42 /100
Eher schwach
88/100
10. Juni 2026
535
Super Micro Computer, Inc.
SMCI · USA
Super Micro Computer, a Zen Horizon Study: High AI-Server Torque Alongside a Governance Discount 28. Mai 2026
Watch
42 /100
Eher schwach
67/100
10. Juni 2026
536
Cencora, Inc.
COR · USA
Cencora Deep-Dive Value Investment Analysis 27. Mai 2026
Watch
42 /100
Eher schwach
66/100
11. Juni 2026
537
eBay Inc.
EBAY · USA
eBay as a Long-Term Business Asset: A Value Analysis 27. Mai 2026
Watch
42 /100
Eher schwach
56/100
11. Juni 2026
538
Realty Income Corporation
O · USA
Realty Income: A Deep Value-Investing Study 27. Mai 2026
Watch
42 /100
Eher schwach
—
11. Juni 2026
539
ONEOK, Inc.
OKE · USA
ONEOK In-Depth Value Investing Analysis 27. Mai 2026
Cautious Buy
42 /100
Eher schwach
51/100
11. Juni 2026
540
ON Semiconductor Corporation
ON · USA
onsemi: A Research Report Through the Lens of a Long-Term Business Owner 27. Mai 2026
Watch
42 /100
Eher schwach
—
11. Juni 2026
541
Steel Dynamics, Inc.
STLD · USA
Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality Compounder 27. Mai 2026
Watch
42 /100
Eher schwach
64/100
10. Juni 2026
542
State Street Corporation
STT · USA
State Street Corporation: In-Depth Value Investing Research 27. Mai 2026
Watch
42 /100
Eher schwach
67/100
10. Juni 2026
543
WEC Energy Group, Inc.
WEC · USA
WEC Energy Group Deep Dive: A High-Quality Utility, but Its Premium Stability Is Already Fully Priced In 27. Mai 2026
Watch
42 /100
Eher schwach
51/100
10. Juni 2026
544
EOG Resources, Inc.
EOG · USA
EOG Resources: A Long-Term Owner's Perspective 26. Mai 2026
Watch
42 /100
Eher schwach
42/100
11. Juni 2026
545
SLB (Schlumberger Limited)
SLB · USA
SLB: A Long-Term Owner's Perspective 26. Mai 2026
Watch
42 /100
Eher schwach
35/100
11. Juni 2026
546
Chevron Corporation
CVX · USA
Chevron Corporation: A Value-Investing Deep Dive 25. Mai 2026
Watch
42 /100
Eher schwach
—
10. Juni 2026
547
Franklin Resources, Inc.
BEN · USA
Franklin Resources (BEN): A Deep Value Investing Study 24. Mai 2026
Watch
42 /100
Eher schwach
—
10. Juni 2026
548
Casey's General Stores, Inc.
CASY · USA
Casey's General Stores In-Depth Value Investing Analysis 24. Mai 2026
Watch
42 /100
Eher schwach
66/100
10. Juni 2026
549
Church & Dwight Co., Inc.
CHD · USA
Church & Dwight Long-Term Value Investment Analysis 24. Mai 2026
Watch
42 /100
Eher schwach
87/100
11. Juni 2026
550
The Cigna Group
CI · USA
The Cigna Group Long-Term Value Investment Analysis 24. Mai 2026
Watch
42 /100
Eher schwach
51/100
11. Juni 2026
551
Cummins Inc.
CMI · USA
Cummins Long-Term Value Investment Analysis 24. Mai 2026
Watch
42 /100
Eher schwach
74/100
11. Juni 2026
552
American International Group, Inc.
AIG · USA
AIG: Property-Casualty Insurance and Capital Return Study 23. Mai 2026
Watch
42 /100
Eher schwach
—
11. Juni 2026
553
The Allstate Corporation
ALL · USA
Allstate: Personal P&C Insurance and Protection Services Study 23. Mai 2026
Watch
42 /100
Eher schwach
—
11. Juni 2026
554
Air Products and Chemicals, Inc.
APD · USA
Air Products: A Long-Term Value Study of Industrial Gases 23. Mai 2026
Watch
42 /100
Eher schwach
—
11. Juni 2026
555
Aptiv PLC
APTV · USA
Aptiv: The New Aptiv and Its Automotive Connection Systems 23. Mai 2026
Watch
42 /100
Eher schwach
—
11. Juni 2026
556
Take-Two Interactive Software, Inc.
TTWO · USA
Take-Two Interactive: A Long-Term Owner's Perspective 23. Mai 2026
Watch
42 /100
Eher schwach
—
11. Juni 2026
557
ASE Technology Holding Co., Ltd.
3711 · Taiwan
ASE Technology Holding: An In-Depth Value Investing Study 22. Mai 2026
Watch
—
42 /100
Eher schwach
57/100
11. Juni 2026
558
CSX Corporation
CSX · USA
CSX Corporation: A Deep-Dive Value Investing Study 22. Mai 2026
Watch
42 /100
Eher schwach
72/100
11. Juni 2026
559
Electronic Arts Inc.
EA · USA
Electronic Arts: A Value-Investing Deep Dive 22. Mai 2026
Watch
42 /100
Eher schwach
90/100
11. Juni 2026
560
Mondelez International, Inc.
MDLZ · USA
MDLZ: Investment Research Through a Long-Term Business Owner's Lens 22. Mai 2026
Watch
42 /100
Eher schwach
63/100
11. Juni 2026
561
Baker Hughes Company
BKR · USA
Baker Hughes In-Depth Value Investing Analysis 21. Mai 2026
Watch
42 /100
Eher schwach
40/100
10. Juni 2026
562
Comcast Corporation
CMCSA · USA
Comcast: A Deep Value-Investing Analysis 21. Mai 2026
Cautious Buy
42 /100
Eher schwach
70/100
10. Juni 2026
563
Infosys Limited
INFY · USA
Infosys: In-Depth Value Investing Research 20. Mai 2026
Watch
42 /100
Eher schwach
93/100
10. Juni 2026
564
Talen Energy Corporation
TLN · USA
Talen Energy Corporation In-Depth Research Report 20. Mai 2026
Watch
42 /100
Eher schwach
—
10. Juni 2026
565
ITT Inc.
ITT · USA
ITT Inc.: SPX FLOW Adds 1.2x ITT's Pre-Deal Revenue and 15.25% More Shares, but 197.99 USD Sits 20% Above the 165 USD Conservative Value 16. September 2026
Hold
41 /100
Eher schwach
72/100
16. September 2026
566
Xiamen Faratronic Co., Ltd.
600563 · Shanghai
Xiamen Faratronic: 95% Film-Capacitor Purity, a 38.6%-to-32.1% Margin Reset, and CNY 123.01 Inside the Hold Band 13. September 2026
Hold
41 /100
Eher schwach
86/100
13. September 2026
567
Kering SA
KER · Paris
Kering SA: Flat H1 Recurring Operating Income of EUR 921m Was Bought With EUR 240m of Cost Cuts Against EUR 239m of Lost Gross Profit, and EUR 244.40 Sits Above the EUR 232 Conservative Value 9. September 2026
Watch
41 /100
Eher schwach
—
9. September 2026
568
HOCHTIEF Aktiengesellschaft
HOT · XETRA
HOCHTIEF: Data Centers Are 21% of Backlog and 32% of FY2025 Orders, and EUR 426 Prices the Boom Against a EUR 358 Base SOTP 7. September 2026
Watch
41 /100
Eher schwach
—
7. September 2026
569
Valmet Oyj
VALMT · HE
Valmet Oyj: Two Businesses, One Share Price, and a Separation Thesis Already Partly Priced 2. September 2026
Hold
41 /100
Eher schwach
70/100
2. September 2026
570
GoerTek Inc.
002241 · Shenzhen
GoerTek: Stand-Alone Q2 Grew 0.67%, FY2025's Profit Jump Was Largely an Accounting Gain, and CNY 23.51 Already Pays the Base Case 30. August 2026
Hold
41 /100
Eher schwach
45/100
30. August 2026
571
Shenzhen Transsion Holdings Co., Ltd.
688036 · Shanghai
Transsion Holdings: H1 Gross Margin Rebounded to 22.6% on Price Rises and Cheap Inventory, but Operating Cash Flow of Negative CNY 5.861 Billion Leaves CNY 57.82 Above the CNY 44-47 Conservative Value 27. August 2026
Hold
41 /100
Eher schwach
69/100
27. August 2026
572
Nextpower Inc.
NXT · USA
Nextpower Inc: Tracker Leadership Is Real, the Platform Premium Still Has to Be Earned 25. August 2026
Hold
41 /100
Eher schwach
56/100
25. August 2026
573
Houlihan Lokey, Inc.
HLI · USA
Houlihan Lokey: Deal Count Held, Fee Density Did Not, and the Restructuring Hedge Is Dormant 19. August 2026
Hold
41 /100
Eher schwach
83/100
19. August 2026
574
Hundsun Technologies Inc.
600570 · Shanghai
Hundsun Technologies: 2026 H1 Revenue Fell 11.6% While Profit Rose 0.69%, Associates Supplied CNY106.3m of Q1 Investment Income, and CNY22.12 Leaves No Conservative Margin of Safety 16. August 2026
Hold
41 /100
Eher schwach
71/100
16. August 2026
575
Lockheed Martin Corporation
LMT · USA
Lockheed Martin: Backlog Rose 36.8 Billion Dollars in Six Months, Mostly on a Single THAAD Action, While 19.2 Times Guided Earnings Leaves No Margin of Safety 3. August 2026
Hold
41 /100
Eher schwach
76/100
3. August 2026
576
Fujikura Ltd.
5803 · TSE
Fujikura: A Real AI-Optics Profit Engine, but a Price That Leaves No Margin of Safety 25. Juli 2026
Watch
41 /100
Eher schwach
—
25. Juli 2026
577
Energy Fuels Inc.
UUUU · USA
Energy Fuels: A Genuine Uranium Ramp, Priced Ahead of an Unbuilt Rare-Earth Chain 16. Juli 2026
Hold
41 /100
Eher schwach
—
16. Juli 2026
578
Fluence Energy, Inc.
FLNC · USA
Fluence Energy: Real Storage Backlog, Not Yet Real Margins 10. Juli 2026
Hold
41 /100
Eher schwach
—
10. Juli 2026
579
Leonardo S.p.A.
LDO · MI
Leonardo: A Re-Rating With Real Earnings Behind It, Priced Like the Quality Gap to BAE and Thales Is Already Closed 8. Juli 2026
Hold
41 /100
Eher schwach
—
8. Juli 2026
580
Regal Rexnord Corporation
RRX · USA
Regal Rexnord: A Genuine Industrial Transformation, Already Priced Past Its Margin of Safety 6. Juli 2026
Hold
41 /100
Eher schwach
—
7. Juli 2026
581
Ouster, Inc.
OUST · USA
Ouster: A Much Better Lidar Company, Priced Like the Transition Is Already Won 4. Juli 2026
Watch
41 /100
Eher schwach
—
7. Juli 2026
582
Estun Automation Co., Ltd.
002747 · Shenzhen
Estun Automation: A Good Company at a Bad A-Share Price 1. Juli 2026
Watch
41 /100
Eher schwach
—
1. Juli 2026
583
Mitsubishi Electric Corporation
6503 · TSE
Mitsubishi Electric: A Conglomerate in Transition, Fully Priced 1. Juli 2026
Hold
41 /100
Eher schwach
—
1. Juli 2026
584
Chow Tai Fook Jewellery Group Limited
1929 · Hongkong
Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair Value 25. Juni 2026
Hold
41 /100
Eher schwach
68/100
25. Juni 2026
585
THK Co., Ltd.
6481 · TSE
THK: A Category-Defining Linear-Motion Franchise Re-Rated on Restructuring and a Still-Unbooked Robotics Option 24. Juni 2026
Hold
41 /100
Eher schwach
—
24. Juni 2026
586
JSR Corporation
4185 · TSE
JSR (4185.TSE): A Leading Semiconductor Materials Company in Delisting Restructuring 9. Juni 2026
Watch
41 /100
Eher schwach
—
10. Juni 2026
587
JSC National Atomic Company Kazatomprom
KAP · IL
Kazatomprom (KAP.IL) Zen Horizon Deep-Dive Report 9. Juni 2026
Watch
41 /100
Eher schwach
62/100
10. Juni 2026
588
Liuliumei Orchard Group Co., Ltd. (Liuliumei)
6658 · Hongkong
Liuliumei (06658.HK) Zen Horizon Report 8. Juni 2026
Watch
41 /100
Eher schwach
—
10. Juni 2026
589
Oceaneering International
OII · USA
Oceaneering International Zen Horizon Framework Deep Dive 7. Juni 2026
Watch
41 /100
Eher schwach
37/100
10. Juni 2026
590
AeroVironment, Inc.
AVAV · USA
AeroVironment (AVAV) Zen Horizon Research Report 5. Juni 2026
Watch
41 /100
Eher schwach
—
10. Juni 2026
591
VeriSilicon
688521 · Shanghai
VeriSilicon From a Long-Term Owner's Perspective 4. Juni 2026
Avoid
41 /100
Eher schwach
—
10. Juni 2026
592
Bruker Corporation
BRKR · USA
Bruker Zen Horizon Research: A Hidden Champion in Scientific Instruments, but Organic Growth Is Receding and Valuation Has Priced In the Recovery 4. Juni 2026
Watch
41 /100
Eher schwach
—
10. Juni 2026
593
Skyworks Solutions, Inc.
SWKS · USA
Skyworks Solutions Deep Value Investment Analysis 31. Mai 2026
Watch
41 /100
Eher schwach
—
10. Juni 2026
594
DaVita Inc.
DVA · USA
DaVita In-Depth Value Investing Research 30. Mai 2026
Watch
41 /100
Eher schwach
62/100
10. Juni 2026
595
Genuine Parts Company
GPC · USA
Genuine Parts: In-Depth Value Investing Research 30. Mai 2026
Watch
41 /100
Eher schwach
—
10. Juni 2026
596
Hasbro, Inc.
HAS · USA
Hasbro: A Deep Value Investing Study 30. Mai 2026
Watch
41 /100
Eher schwach
—
10. Juni 2026
597
Pinnacle West Capital Corporation
PNW · USA
Pinnacle West Capital Corporation Value Investment Research Report 30. Mai 2026
Watch
41 /100
Eher schwach
—
10. Juni 2026
598
DuPont de Nemours, Inc.
DD · USA
DuPont de Nemours: An Investment Analysis Through a Long-Term Business Owner's Lens 29. Mai 2026
Watch
41 /100
Eher schwach
—
10. Juni 2026
599
Quest Diagnostics Incorporated
DGX · USA
Quest Diagnostics: A Long-Term Business-Owner Investment Analysis 29. Mai 2026
Watch
41 /100
Eher schwach
74/100
10. Juni 2026
600
Lennar Corporation
LEN · USA
Lennar Corporation: A Deep Value Investing Analysis 29. Mai 2026
Watch
41 /100
Eher schwach
—
10. Juni 2026