701
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
702
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
703
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
704
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
705
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
706
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
707
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
708
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
709
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
710
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
711
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
712
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
713
Mitsubishi Electric Corporation
6503 · TSE
Mitsubishi Electric: A Conglomerate in Transition, Fully Priced 1. Juli 2026 Hold
41 /100
Eher schwach
— 1. Juli 2026
714
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
715
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
716
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
717
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
718
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
719
Oceaneering International
OII · USA
Oceaneering International Zen Horizon Framework Deep Dive 7. Juni 2026 Watch
41 /100
Eher schwach
37/100 10. Juni 2026
720
AeroVironment, Inc.
AVAV · USA
AeroVironment (AVAV) Zen Horizon Research Report 5. Juni 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
721
VeriSilicon
688521 · Shanghai
VeriSilicon From a Long-Term Owner's Perspective 4. Juni 2026 Avoid
41 /100
Eher schwach
— 10. Juni 2026
722
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
723
Skyworks Solutions, Inc.
SWKS · USA
Skyworks Solutions Deep Value Investment Analysis 31. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
724
DaVita Inc.
DVA · USA
DaVita In-Depth Value Investing Research 30. Mai 2026 Watch
41 /100
Eher schwach
62/100 10. Juni 2026
725
Genuine Parts Company
GPC · USA
Genuine Parts: In-Depth Value Investing Research 30. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
726
Hasbro, Inc.
HAS · USA
Hasbro: A Deep Value Investing Study 30. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
727
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
728
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
729
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
730
Lennar Corporation
LEN · USA
Lennar Corporation: A Deep Value Investing Analysis 29. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
731
Principal Financial Group, Inc.
PFG · USA
Principal Financial Group: A Long-Term Business Owner's Perspective 29. Mai 2026 Watch
41 /100
Eher schwach
67/100 10. Juni 2026
732
PPG Industries, Inc.
PPG · USA
PPG Industries: A Long-Term Owner-Perspective Investment Analysis 29. Mai 2026 Watch
41 /100
Eher schwach
83/100 10. Juni 2026
733
T. Rowe Price Group, Inc.
TROW · USA
T. Rowe Price Group: A Deep-Dive Value Investing Research Report 29. Mai 2026 Cautious Buy
41 /100
Eher schwach
88/100 10. Juni 2026
734
Ulta Beauty, Inc.
ULTA · USA
Ulta Beauty: A Long-Term Value Investing Study 29. Mai 2026 Watch
41 /100
Eher schwach
73/100 10. Juni 2026
735
Global Payments, Inc.
GPN · USA
Global Payments: Valuation Rerating Study After the Transition to a Pure-Play Merchant Platform 28. Mai 2026 Cautious Buy
41 /100
Eher schwach
— 10. Juni 2026
736
Kenvue Inc.
KVUE · USA
Kenvue Inc: In-Depth Value Investing Analysis 28. Mai 2026 Watch
41 /100
Eher schwach
55/100 10. Juni 2026
737
PPL Corporation
PPL · USA
PPL Corporation Deep-Value Research 28. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
738
Prudential Financial, Inc.
PRU · USA
Prudential Financial In-Depth Value Investing Analysis 28. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
739
D.R. Horton, Inc.
DHI · USA
D.R. Horton Deep-Dive Value Investing Research 27. Mai 2026 Watch
41 /100
Eher schwach
81/100 10. Juni 2026
740
Entergy Corporation
ETR · USA
Entergy: A Research Report Through a Long-Term Corporate Owner's Lens 27. Mai 2026 Watch
41 /100
Eher schwach
31/100 11. Juni 2026
741
The Hartford Financial Services Group, Inc.
HIG · USA
The Hartford Financial Services Group Deep Dive: A Quality Insurer, but the Margin of Safety Is Thin 27. Mai 2026 Cautious Buy
41 /100
Eher schwach
— 10. Juni 2026
742
Live Nation Entertainment, Inc.
LYV · USA
Live Nation Entertainment: A Long-Term Business Owner's Perspective 27. Mai 2026 Watch
41 /100
Eher schwach
26/100 10. Juni 2026
743
Nucor Corporation
NUE · USA
Nucor Corporation Investment Research Report 27. Mai 2026 Watch
41 /100
Eher schwach
58/100 11. Juni 2026
744
Ventas, Inc.
VTR · USA
Ventas: A Value Investing Deep Dive 27. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
745
Lowe's Companies, Inc.
LOW · USA
Lowe's: A Long-Term Owner's Perspective 25. Mai 2026 Watch
41 /100
Eher schwach
80/100 10. Juni 2026
746
The Southern Company
SO · USA
The Southern Company: A Long-Term Owner's Perspective 25. Mai 2026 Watch
41 /100
Eher schwach
35/100 11. Juni 2026
747
Bank of America Corporation
BAC · USA
BAC: A Long-Term Owner Perspective Value Analysis 24. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
748
Citigroup Inc.
C · USA
Citigroup Deep Value Investment Analysis 24. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
749
Cardinal Health, Inc.
CAH · USA
Cardinal Health Deep Value Investment Analysis 24. Mai 2026 Watch
41 /100
Eher schwach
40/100 10. Juni 2026
750
Crown Castle Inc.
CCI · USA
Crown Castle: A Deep Value-Investing Analysis 24. Mai 2026 Watch
41 /100
Eher schwach
— 11. Juni 2026
751
CDW Corporation
CDW · USA
CDW Long-Term Value Investment Analysis 24. Mai 2026 Watch
41 /100
Eher schwach
75/100 11. Juni 2026
752
Albemarle Corporation
ALB · USA
Albemarle Corporation: A Value Investing Deep Dive 23. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
753
A. O. Smith Corporation
AOS · USA
A. O. Smith Water Heaters & Water Treatment Deep Dive 23. Mai 2026 Watch
41 /100
Eher schwach
91/100 11. Juni 2026
754
Avery Dennison Corporation
AVY · USA
Avery Dennison Pressure-Sensitive Labels & RFID Deep Dive 23. Mai 2026 Watch
41 /100
Eher schwach
78/100 11. Juni 2026
755
Dongfang Electric Corporation Limited
600875 · Shanghai
Dongfang Electric: A Long-Term Business Owner's Perspective 21. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
756
Applied Digital Corporation
APLD · USA
Applied Digital Corporation: A Deep Value Investing Study 20. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
757
Cipher Digital Inc.
CIFR · USA
Cipher Digital: A Deep Value Investment Study 20. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
758
Hut 8 Corp.
HUT · USA
Hut 8 In-Depth Value Investing Research 20. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
759
Liberty Energy Inc.
LBRT · USA
Liberty Energy In-Depth Research Report 20. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
760
Tower Semiconductor Ltd.
TSEM · USA
Tower Semiconductor Deep Research Report 20. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
761
TotalEnergies SE
TTE · Paris
TotalEnergies: USD 27.5bn of Owner Earnings, 33.4 GW of Power, and No Obvious Margin of Safety at EUR 77.61 2. September 2026 Hold
40 /100
Eher schwach
32/100 2. September 2026
762
Danone SA
BN · Paris
Danone: 55% of Profit in One Category, a Shrinking Chinese Birth Cohort, and Why 17.3x Leaves No Margin of Safety 20. August 2026 Hold
40 /100
Eher schwach
66/100 20. August 2026
763
Federated Hermes, Inc.
FHI · USA
Federated Hermes: A Durable Cash Franchise Priced for Today's Rates, Not the Next Zero 16. August 2026 Hold
40 /100
Eher schwach
96/100 16. August 2026
764
RTX Corporation
RTX · USA
RTX Corporation: A Record Backlog and a Documented GTF Recovery, Already Paid For by a 26% Re-Rating 7. August 2026 Hold
40 /100
Eher schwach
38/100 7. August 2026
765
Resonac Holdings Corporation
4004 · TSE
Resonac Holdings: 99.3% of Core Operating Profit Now Comes From Semiconductor Materials, but at ¥12,125 the Pre-Spin Package Offers No Discount to Conservative Value 31. Juli 2026 Hold
40 /100
Eher schwach
— 31. Juli 2026
766
Shanghai MicroPort MedBot (Group) Co., Ltd.
2252 · Hongkong
Shanghai MicroPort MedBot: Commercial Traction Is Real, but the Re-Rating Has Already Happened 25. Juli 2026 Hold
40 /100
Eher schwach
— 25. Juli 2026
767
Shanghai Junshi Biosciences Co., Ltd.
688180 · Shanghai
Shanghai Junshi Biosciences: A Real PD-1 Franchise, But the A-Shares Already Price an Unproven Profit Bridge 25. Juli 2026 Hold
40 /100
Eher schwach
— 25. Juli 2026
768
Flex Ltd.
FLEX · USA
Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the Rerating 22. Juli 2026 Hold
40 /100
Eher schwach
60/100 22. Juli 2026
769
Nidec Corporation
6594 · TSE
Nidec Corporation: A Real Motor Franchise Wrapped in a Credibility Discount 19. Juli 2026 Watch
40 /100
Eher schwach
— 19. Juli 2026
770
Paladin Energy Ltd
PDN · AU
Paladin Energy: The Restart Is Working, and the Price Already Knows It 17. Juli 2026 Hold
40 /100
Eher schwach
— 17. Juli 2026
771
Sumitomo Electric Industries, Ltd.
5802 · TSE
Sumitomo Electric Industries: The Transition Is Real, But So Is the Price 15. Juli 2026 Hold
40 /100
Eher schwach
53/100 15. Juli 2026
772
DSM-Firmenich AG
DSFIR · AMS
DSM-Firmenich: A Genuine Portfolio Cleanup, Already Priced for the Improvement to Continue 4. Juli 2026 Hold
40 /100
Eher schwach
— 4. Juli 2026
773
Pan American Silver Corp.
PAAS · USA
Pan American Silver: Juanicipio Upgrades the Silver Book, But $44 Already Pays for the Transition 25. Juni 2026 Hold
40 /100
Eher schwach
23/100 25. Juni 2026
774
Inventec Corporation
2356 · Taiwan
Inventec: An AI-Server Manufacturer Still Earning Assembly Margins 21. Juni 2026 Hold
40 /100
Eher schwach
59/100 21. Juni 2026
775
Hua Hong Semiconductor Limited
1347 · Hongkong
Hua Hong Semiconductor: Value and Price in Mature Specialty Process Platforms 14. Juni 2026 Hold
40 /100
Eher schwach
— 15. Juni 2026
776
Tongfu Microelectronics Co., Ltd.
002156 · Shenzhen
In-Depth Research on Tongfu Microelectronics 11. Juni 2026 Watch
40 /100
Eher schwach
— 11. Juni 2026
777
Powertech Technology Inc.
6239 · Taiwan
Powertech Technology Deep-Dive Research 11. Juni 2026 Watch
40 /100
Eher schwach
62/100 11. Juni 2026
778
Shanghai Iluvatar CoreX Semiconductor Co., Ltd.
9903 · Hongkong
Iluvatar CoreX In-Depth Research 11. Juni 2026 Avoid
40 /100
Eher schwach
— 11. Juni 2026
779
Unimicron Technology
3037 · Taiwan
Unimicron Technology from a Long-Term Owner's Perspective 9. Juni 2026 Avoid
40 /100
Eher schwach
— 9. Juni 2026
780
Xinjiang Goldwind Science & Technology Co., Ltd. (Goldwind)
002202 · Shenzhen
Goldwind Zen Horizon Framework Deep-Dive Research 6. Juni 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
781
Foxconn Industrial Internet Co., Ltd.
601138 · Shanghai
FII Zen Horizon Research: No. 1 in AI server rack assembly, real earnings acceleration, but a thin business at a rich valuation 4. Juni 2026 Watch
40 /100
Eher schwach
82/100 5. Juni 2026
782
Firefly Aerospace, Inc.
FLY · USA
Firefly Aerospace Research from a Long-Term Owner's Perspective 4. Juni 2026 Avoid
40 /100
Eher schwach
— 5. Juni 2026
783
Globe Life Inc.
GL · USA
Globe Life Value Investment Research 31. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
784
Pentair plc
PNR · USA
Pentair plc In-Depth Value Investment Research 31. Mai 2026 Watch
40 /100
Eher schwach
77/100 10. Juni 2026
785
General Mills, Inc.
GIS · USA
General Mills Value Investing Deep Dive 30. Mai 2026 Cautious Buy
40 /100
Eher schwach
— 10. Juni 2026
786
Kimco Realty Corporation
KIM · USA
Kimco Realty Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
— 7. Juni 2026
787
Masco Corporation
MAS · USA
Masco Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
78/100 10. Juni 2026
788
News Corporation
NWSA · USA
News Corp Class A Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
789
Textron Inc.
TXT · USA
Textron Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
64/100 7. Juni 2026
790
Weyerhaeuser Company
WY · USA
Weyerhaeuser In-Depth Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
— 9. Juni 2026
791
Zimmer Biomet Holdings, Inc.
ZBH · USA
Zimmer Biomet Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
792
Equity Residential
EQR · USA
Equity Residential Deep Value Investment Research 29. Mai 2026 Watch
40 /100
Eher schwach
— 7. Juni 2026
793
Expand Energy Corporation
EXE · USA
Expand Energy Corporation In-Depth Value Investment Research 29. Mai 2026 Watch
40 /100
Eher schwach
31/100 9. Juni 2026
794
J.B. Hunt Transport Services, Inc.
JBHT · USA
J.B. Hunt Deep Value Investment Research 29. Mai 2026 Watch
40 /100
Eher schwach
72/100 7. Juni 2026
795
Packaging Corporation of America
PKG · USA
Packaging Corporation of America Deep Value Investment Analysis 29. Mai 2026 Watch
40 /100
Eher schwach
76/100 7. Juni 2026
796
The Estée Lauder Companies Inc.
EL · USA
Estée Lauder: Premium Beauty Brand Equity Restoration Study 28. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
797
Extra Space Storage Inc.
EXR · USA
Extra Space Storage: A Long-Term Owner's View of a Self-Storage Platform REIT 28. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
798
MetLife, Inc.
MET · USA
MetLife: A Deep Value Investing Analysis 27. Mai 2026 Watch
40 /100
Eher schwach
— 11. Juni 2026
799
Public Service Enterprise Group Incorporated
PEG · USA
PEG Long-Term Value Investment Report 27. Mai 2026 Watch
40 /100
Eher schwach
22/100 10. Juni 2026
800
Freeport-McMoRan Inc.
FCX · USA
Freeport-McMoRan: A Long-Term Owner's Perspective 26. Mai 2026 Watch
40 /100
Eher schwach
25/100 11. Juni 2026