901
Jabil Inc.
JBL · EE. UU.
Jabil Inc.: An In-Depth Value Investing Analysis 27 de mayo de 2026 Vigilar
39 /100
Floja
62/100 10 de junio de 2026
902
The Kroger Co.
KR · EE. UU.
Kroger Deep Value Investment Research 27 de mayo de 2026 Vigilar
39 /100
Floja
70/100 10 de junio de 2026
903
Cavco Industries, Inc.
CVCO · EE. UU.
Cavco Industries: Q1 Revenue Was Flat Against the American Homestar Pro Forma While Comparable EPS Fell 22.5%, and $543.21 Sits 26–39% Above the $390–430 Conservative Value 25 de septiembre de 2026 Mantener
38 /100
Floja
74/100 25 de septiembre de 2026
904
Honda Motor Co., Ltd.
7267 · TSE
Honda Motor: Motorcycles Earned ¥731.9bn at an 18.2% Margin as Automobiles Lost ¥1.411tn, and ¥1,689 Already Sits Above the ¥1,644 Conservative SOTP 23 de septiembre de 2026 Mantener
38 /100
Floja
— 23 de septiembre de 2026
905
AGCO Corporation
AGCO · EE. UU.
AGCO: 21 Times Trough Earnings for a Maker Whose Europe Supplies Two Thirds of Sales While PTx Must Compound 23.5% to Reach $2bn by 2029 21 de septiembre de 2026 Mantener
38 /100
Floja
38/100 21 de septiembre de 2026
906
InterDigital, Inc.
IDCC · EE. UU.
InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative Ceiling 16 de septiembre de 2026 Mantener
38 /100
Floja
69/100 16 de septiembre de 2026
907
DHL AG
DHL · XETRA
DHL AG: Express Supplies 60% of H1 Group EBIT on 31% of Revenue and German Mail Volume Falls 15%, but EUR 55.02 Sits 30% Above the EUR 42.2 Conservative Value 14 de septiembre de 2026 Mantener
38 /100
Floja
75/100 14 de septiembre de 2026
908
Rio Tinto plc
RIO · LSE
Rio Tinto: Copper EBITDA Rose 84% on 1% More Production, and £73.74 Sits Inside a £62–82 Hold Band 14 de septiembre de 2026 Mantener
38 /100
Floja
78/100 14 de septiembre de 2026
909
Schrödinger, Inc.
SDGR · EE. UU.
Schrödinger: A 6.0 Million USD Q2 Profit Over a 41.5 Million Operating Loss, and a 20% Rally Driven More by EV/ACV Re-Rating From 3.8 to 4.9 Times Than by ACV Growth 12 de septiembre de 2026 Mantener
38 /100
Floja
— 12 de septiembre de 2026
910
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 de septiembre de 2026 Mantener
38 /100
Floja
74/100 5 de septiembre de 2026
911
Tesco PLC
TSCO · LSE
Tesco PLC: A Decade-High Market Share, Bought With Margin, and a 53-Week Year That Flatters Statutory Profit 2 de septiembre de 2026 Mantener
38 /100
Floja
53/100 4 de septiembre de 2026
912
Equinor ASA
EQNR · OL
Equinor: Q2 Profit of USD 11.48bn Leaves USD 3.44bn After Tax, and NOK 386.40 Already Pays the Base Case 29 de agosto de 2026 Mantener
38 /100
Floja
40/100 29 de agosto de 2026
913
AptarGroup, Inc.
ATR · EE. UU.
AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion 26 de agosto de 2026 Mantener
38 /100
Floja
70/100 26 de agosto de 2026
914
Zhangzhou Pientzehuang Pharmaceutical Co., Ltd.
600436 · Shanghái
Pientzehuang: High-Priced Core Volume Fell 21% in 2025, and CNY132.59 Still Prices In 42x Trailing Earnings 15 de agosto de 2026 Mantener
38 /100
Floja
88/100 15 de agosto de 2026
915
Shanxi Xinghuacun Fen Wine Factory Co., Ltd.
600809 · Shanghái
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 de agosto de 2026 Mantener
38 /100
Floja
86/100 15 de agosto de 2026
916
Samsung Electronics Co., Ltd.
005930 · Corea
Samsung Electronics: Device Solutions Supplied 99.7% of Second-Quarter Operating Profit, and at 230,500 Won the Shares Already Trade Above the 185,000 Won Conservative Value 6 de agosto de 2026 Mantener
38 /100
Floja
57/100 6 de agosto de 2026
917
Carlisle Companies Incorporated
CSL · EE. UU.
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 de agosto de 2026 Mantener
38 /100
Floja
71/100 6 de agosto de 2026
918
Korea Aerospace Industries, Ltd.
047810 · Corea
Korea Aerospace Industries: Second-Quarter Revenue Rose 41% While Operating Profit Fell 43%, the 27.35 Trillion Won Backlog Converts at 13.5% a Year, and 127,300 Won Leaves No Margin of Safety 2 de agosto de 2026 Mantener
38 /100
Floja
— 2 de agosto de 2026
919
AECOM
ACM · EE. UU.
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 de agosto de 2026 Mantener
38 /100
Floja
45/100 1 de agosto de 2026
920
Parsons Corporation
PSN · EE. UU.
Parsons: A Record 35% Crash Repriced Earnings Quality, and at 40.32 USD the Price Is Interesting but Not Yet Safe 30 de julio de 2026 Vigilar
38 /100
Floja
— 30 de julio de 2026
921
Kawasaki Heavy Industries, Ltd.
7012 · TSE
Kawasaki Heavy Industries: Aerospace Earned the Rerating, the Rest of the Group Still Has to Pay for It 26 de julio de 2026 Mantener
38 /100
Floja
— 26 de julio de 2026
922
Rocket Pharmaceuticals, Inc.
RCKT · EE. UU.
Rocket Pharmaceuticals: Cash Buys Time, but Danon Still Has to Earn Back the Market's Trust 25 de julio de 2026 Mantener
38 /100
Floja
— 25 de julio de 2026
923
Zijin Mining Group Co., Ltd.
601899 · Shanghái
Zijin Mining: A Real Multi-Metal Compounder, Priced for the Transition to Go Right 22 de julio de 2026 Mantener
38 /100
Floja
57/100 22 de julio de 2026
924
Eastman Chemical Company
EMN · EE. UU.
Eastman Chemical: A Cyclical Repair Story Already Priced for Stabilization 13 de julio de 2026 Mantener
38 /100
Floja
— 13 de julio de 2026
925
The Timken Company
TKR · EE. UU.
Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished 8 de julio de 2026 Mantener
38 /100
Floja
65/100 8 de julio de 2026
926
Coeur Mining, Inc.
CDE · EE. UU.
Coeur Mining: A Stronger Seven-Mine Platform, No Longer Cheap Enough to Ignore the Cycle 2 de julio de 2026 Mantener
38 /100
Floja
21/100 2 de julio de 2026
927
Hecla Mining Company
HL · EE. UU.
Hecla Mining: A Cleaner, Debt-Free Silver Major Still Priced Without a Margin of Safety 29 de junio de 2026 Mantener
38 /100
Floja
21/100 29 de junio de 2026
928
Carl Zeiss Meditec AG
AFX · XETRA
Carl Zeiss Meditec: A High-Grade Ophthalmology Franchise Forced to Relearn Its Operating Model in China 26 de junio de 2026 Vigilar
38 /100
Floja
— 26 de junio de 2026
929
Simulations Plus, Inc.
SLP · EE. UU.
Simulations Plus: A Credible Drug-Modeling Specialist, Now Priced as a Near-Cash Deal Stock 26 de junio de 2026 Evitar
38 /100
Floja
— 26 de junio de 2026
930
Barrick Mining Corporation
B · EE. UU.
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair Value 25 de junio de 2026 Mantener
38 /100
Floja
41/100 25 de junio de 2026
931
Inspur Electronic Information Industry Co., Ltd.
000977 · Shenzhen
Inspur Information Deep-Dive Research 14 de junio de 2026 Mantener
38 /100
Floja
57/100 14 de junio de 2026
932
Fortrea Holdings Inc.
FTRE · EE. UU.
Fortrea Deep Dive: Global Clinical CRO Repair After the Labcorp Spin-Off 12 de junio de 2026 Vigilar
38 /100
Floja
— 12 de junio de 2026
933
SUMCO Corporation
3436 · TSE
SUMCO (3436.TSE) Deep-Dive Research Under the Buffett Framework 9 de junio de 2026 Vigilar
38 /100
Floja
— 9 de junio de 2026
934
GlobalWafers Co., Ltd.
6488 · TWO
GlobalWafers Deep Value Investment Research 9 de junio de 2026 Vigilar
38 /100
Floja
— 10 de junio de 2026
935
Peric Special Gases Co., Ltd.
688146 · Shanghái
Peric Special Gases (688146.SHG) Buffett Framework Deep-Dive Research 9 de junio de 2026 Evitar
38 /100
Floja
— 9 de junio de 2026
936
Cohu, Inc.
COHU · EE. UU.
Cohu (COHU): A Cyclical Semiconductor Test Equipment Stock with Insufficient Margin of Safety 9 de junio de 2026 Vigilar
38 /100
Floja
— 9 de junio de 2026
937
Hon Hai Precision Industry Co., Ltd. (Hon Hai Precision Industry / Foxconn)
2317 · Taiwán
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research 5 de junio de 2026 Mantener
38 /100
Floja
65/100 5 de junio de 2026
938
Technoprobe
TPRO · MI
Technoprobe Deep Value Analysis 4 de junio de 2026 Vigilar
38 /100
Floja
— 5 de junio de 2026
939
Fundrise Innovation Fund
VCX · EE. UU.
Fundrise Innovation Fund Deep Value Investment Analysis 4 de junio de 2026 Evitar
38 /100
Floja
— 4 de junio de 2026
940
Voyager Technologies, Inc.
VOYG · EE. UU.
Voyager Technologies Research from a Long-Term Owner's Perspective 4 de junio de 2026 Vigilar
38 /100
Floja
— 5 de junio de 2026
941
Applied Optoelectronics, Inc.
AAOI · EE. UU.
Applied Optoelectronics Deep-Dive Research 31 de mayo de 2026 Mantener
38 /100
Floja
— 5 de junio de 2026
942
Charles River Laboratories International, Inc.
CRL · EE. UU.
Charles River Laboratories Deep Value Investment Research 31 de mayo de 2026 Vigilar
38 /100
Floja
— 10 de junio de 2026
943
Henry Schein, Inc.
HSIC · EE. UU.
Henry Schein Investment Research from a Long-Term Business Owner's Perspective 31 de mayo de 2026 Vigilar
38 /100
Floja
— 7 de junio de 2026
944
Alliant Energy Corporation
LNT · EE. UU.
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective 30 de mayo de 2026 Vigilar
38 /100
Floja
53/100 10 de junio de 2026
945
China Merchants Energy Shipping Co., Ltd.
601872 · Shanghái
China Merchants Energy Shipping: A CNY 6.19 Billion H1 Tanker Windfall Meets 151 VLCC Orders, and CNY 22.36 Already Prices a Prolonged Boom 20 de septiembre de 2026 Vigilar
37 /100
Floja
39/100 20 de septiembre de 2026
946
Gaming and Leisure Properties, Inc.
GLPI · EE. UU.
Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent 14 de septiembre de 2026 Mantener
37 /100
Floja
67/100 14 de septiembre de 2026
947
Arkema S.A.
AKE · París
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 de septiembre de 2026 Vigilar
37 /100
Floja
— 10 de septiembre de 2026
948
Nestlé S.A.
NESN · SW
Nestlé S.A.: A Narrow RIG Recovery Behind a 15-16x Operating Multiple Once L'Oréal's CHF 35bn Is Stripped Out, and CHF 78.31 Leaves No Conservative Margin of Safety 5 de septiembre de 2026 Mantener
37 /100
Floja
80/100 5 de septiembre de 2026
949
JD Sports Fashion plc
JD · LSE
JD Sports Fashion plc: Cheap Cash Flow, Falling Like-for-Like Sales, and the Cost of Control 2 de septiembre de 2026 Vigilar
37 /100
Floja
74/100 4 de septiembre de 2026
950
Mueller Industries, Inc.
MLI · EE. UU.
Mueller Industries: 64% of Q2's Revenue Jump Was Copper Price, Not Demand, and $62.80 Sits 12% to 21% Above the Conservative Value 31 de agosto de 2026 Mantener
37 /100
Floja
72/100 31 de agosto de 2026
951
Reliance, Inc.
RS · EE. UU.
Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band 30 de agosto de 2026 Mantener
37 /100
Floja
65/100 30 de agosto de 2026
952
Encompass Health Corporation
EHC · EE. UU.
Encompass Health: A Proven Bed-Building Compounder Priced With No Margin of Safety 25 de agosto de 2026 Mantener
37 /100
Floja
73/100 25 de agosto de 2026
953
Swisscom AG
SCMN · SW
Swisscom AG: A 4.25% Dividend, a Finite Italian Synergy Bridge, and No Margin of Safety at CHF 635 20 de agosto de 2026 Mantener
37 /100
Floja
78/100 20 de agosto de 2026
954
Pfizer Inc.
PFE · EE. UU.
Pfizer Inc.: A 6.6% Yield Costing 108% of Free Cash Flow, $17-18 Billion of Revenue Facing the Late-Decade Cliff, and No Margin of Safety at $26.20 7 de agosto de 2026 Mantener
37 /100
Floja
— 7 de agosto de 2026
955
The Boeing Company
BA · EE. UU.
Boeing: Second-Quarter Free Cash Flow Turned Positive, but 45–50 Times Owner Earnings Already Prices the Recovery 3 de agosto de 2026 Mantener
37 /100
Floja
— 3 de agosto de 2026
956
Booz Allen Hamilton Holding Corporation
BAH · EE. UU.
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative Value 1 de agosto de 2026 Mantener
37 /100
Floja
76/100 1 de agosto de 2026
957
Furukawa Electric Co., Ltd.
5801 · TSE
Furukawa Electric: A Real AI-Optics Transition the Market Has Already Priced In 24 de julio de 2026 Vigilar
37 /100
Floja
— 24 de julio de 2026
958
Changzhou Juhe New Material Co., Ltd.
688503 · Shanghái
Changzhou Juhe: Real Moat, Unproven Second Curve 13 de julio de 2026 Mantener
37 /100
Floja
42/100 13 de julio de 2026
959
China XD Electric Co., Ltd.
601179 · Shanghái
China XD Electric: A Real UHV Upcycle, Priced Like It's Already Proven 11 de julio de 2026 Mantener
37 /100
Floja
— 11 de julio de 2026
960
LONGi Green Energy Technology Co., Ltd.
601012 · Shanghái
LONGi Green Energy: A Real Transition, Not Yet a Real Turnaround 1 de julio de 2026 Mantener
37 /100
Floja
— 1 de julio de 2026
961
Toll Brothers, Inc.
TOL · EE. UU.
Investigación en profundidad de Toll Brothers 15 de junio de 2026 Mantener
37 /100
Floja
71/100 15 de junio de 2026
962
ICON plc
ICLR · EE. UU.
ICON plc In-Depth Research 12 de junio de 2026 Mantener
37 /100
Floja
— 13 de junio de 2026
963
Wolfspeed, Inc.
WOLF · EE. UU.
Wolfspeed Deep Dive: A vertically integrated silicon carbide pure play with scarce assets, but margins and per-share value are still underwater 12 de junio de 2026 Vigilar
37 /100
Floja
— 13 de junio de 2026
964
Shanghai Biren Technology Co., Ltd.
6082 · Hong Kong
Biren Technology Deep-Dive Research 11 de junio de 2026 Vigilar
37 /100
Floja
— 11 de junio de 2026
965
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. 9 de junio de 2026 Vigilar
37 /100
Floja
— 9 de junio de 2026
966
National Silicon Industry Group Co., Ltd.
688126 · Shanghái
A Long-Term Business Owner's Research Report on National Silicon Industry Group 9 de junio de 2026 Vigilar
37 /100
Floja
— 9 de junio de 2026
967
Oklo Inc.
OKLO · EE. UU.
Oklo (OKLO.US) Zen Horizon Research Report 8 de junio de 2026 Vigilar
37 /100
Floja
— 8 de junio de 2026
968
Cognex Corporation
CGNX · EE. UU.
Cognex Zen Horizon Framework Deep Dive: The Eyes of Machine Vision, a Great Business at an Expensive Price 5 de junio de 2026 Vigilar
37 /100
Floja
— 5 de junio de 2026
969
Joby Aviation, Inc.
JOBY · EE. UU.
Joby Aviation (JOBY.US) Zen Horizon Research Report 5 de junio de 2026 Vigilar
37 /100
Floja
— 5 de junio de 2026
970
Xizhi Technology / Lightelligence
1879 · Hong Kong
Lightelligence Deep Research 4 de junio de 2026 Evitar
37 /100
Floja
— 4 de junio de 2026
971
LongBio Pharma
1779 · Hong Kong
LongBio Pharma-B Vertical and Horizontal Analysis 3 de junio de 2026 Vigilar
37 /100
Floja
— 5 de junio de 2026
972
Amphenol Corporation
APH · EE. UU.
Amphenol Long-Term Owner Perspective Research 3 de junio de 2026 Vigilar
37 /100
Floja
83/100 6 de junio de 2026
973
Hormel Foods Corporation
HRL · EE. UU.
Hormel Foods Deep Value Investment Research 31 de mayo de 2026 Vigilar
37 /100
Floja
— 8 de junio de 2026
974
Viper Energy, Inc.
VNOM · EE. UU.
Viper Energy Deep-Dive Research 31 de mayo de 2026 Mantener
37 /100
Floja
— 5 de junio de 2026
975
Associated British Foods plc
ABF · LSE
Associated British Foods plc: Primark, FoodCo and the Value of the Split 7 de septiembre de 2026 Mantener
36 /100
Floja
— 7 de septiembre de 2026
976
Eni S.p.A.
ENI · MI
Eni: One-Third of Pro Forma EBIT Now Sits Outside the Consolidated Perimeter, and EUR 23 Already Pays for Both the Satellite Rerating and USD 104 Brent 7 de septiembre de 2026 Mantener
36 /100
Floja
— 7 de septiembre de 2026
977
Recursion Pharmaceuticals, Inc.
RXRX · EE. UU.
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 de septiembre de 2026 Vigilar
36 /100
Floja
— 6 de septiembre de 2026
978
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 de agosto de 2026 Mantener
36 /100
Floja
— 11 de agosto de 2026
979
Kinross Gold Corporation
KGC · EE. UU.
Kinross Gold: A Gold-Levered Cash Machine in Transition, but at 23.50 USD the Unresolved Cost Gap Leaves No Margin of Safety 30 de julio de 2026 Mantener
36 /100
Floja
27/100 30 de julio de 2026
980
Plug Power Inc.
PLUG · EE. UU.
Plug Power: A Real Turnaround With Zero Margin of Safety 24 de julio de 2026 Vigilar
36 /100
Floja
— 24 de julio de 2026
981
CGN Power Co., Ltd.
003816 · Shenzhen
CGN Power: A Real Nuclear Moat, but No Margin of Safety Yet 23 de julio de 2026 Mantener
36 /100
Floja
— 24 de julio de 2026
982
Sanmina Corporation
SANM · EE. UU.
Sanmina Corporation 23 de julio de 2026 Mantener
36 /100
Floja
54/100 23 de julio de 2026
983
Trina Solar Co., Ltd.
688599 · Shanghái
Trina Solar: Surviving the Solar Glut While the Old Profit Engine Is Still Underwater 16 de julio de 2026 Mantener
36 /100
Floja
— 16 de julio de 2026
984
Aeva Technologies, Inc.
AEVA · EE. UU.
Aeva Technologies: A Genuine LiDAR Re-Rating, Priced As If 2028 Is Already Won 5 de julio de 2026 Vigilar
36 /100
Floja
— 5 de julio de 2026
985
Panasonic Holdings Corporation
6752 · TSE
Panasonic Holdings: Better Business, Priced Ahead of Proof 29 de junio de 2026 Mantener
36 /100
Floja
— 29 de junio de 2026
986
AngloGold Ashanti plc
AU · EE. UU.
AngloGold Ashanti: A Re-Rated Major Gold Miner in Transition, Cash-Rich but Reserve-Light and Priced Near Fair Value 25 de junio de 2026 Mantener
36 /100
Floja
26/100 25 de junio de 2026
987
Gold Fields Limited
GFI · EE. UU.
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country Risk 25 de junio de 2026 Compra cautelosa
36 /100
Floja
39/100 25 de junio de 2026
988
GlobalFoundries Inc.
GFS · EE. UU.
GlobalFoundries (GFS) Zen Horizon Research Report 5 de junio de 2026 Vigilar
36 /100
Floja
— 5 de junio de 2026
989
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 de junio de 2026 Mantener
36 /100
Floja
92/100 5 de junio de 2026
990
Empyrean Technology
301269 · Shenzhen
In-Depth Value Investment Analysis of Empyrean Technology 4 de junio de 2026 Vigilar
36 /100
Floja
— 5 de junio de 2026
991
BlackSky Technology, Inc.
BKSY · EE. UU.
BlackSky Technology Research from a Long-Term Owner's Perspective 4 de junio de 2026 Evitar
36 /100
Floja
— 5 de junio de 2026
992
Frequency Electronics, Inc.
FEIM · EE. UU.
Frequency Electronics: A Long-Term Owner's Research View 3 de junio de 2026 Vigilar
36 /100
Floja
— 5 de junio de 2026
993
KDDI Corporation
KDDIY · EE. UU.
KDDI From a Long-Term Owner's Perspective 3 de junio de 2026 Vigilar
36 /100
Floja
72/100 5 de junio de 2026
994
Wynn Resorts, Limited
WYNN · EE. UU.
Wynn Resorts Deep Value Investment Research 31 de mayo de 2026 Vigilar
36 /100
Floja
— 7 de junio de 2026
995
Host Hotels & Resorts, Inc.
HST · EE. UU.
Host Hotels & Resorts Deep Value Investment Research 30 de mayo de 2026 Vigilar
36 /100
Floja
26/100 10 de junio de 2026
996
Stanley Black & Decker, Inc.
SWK · EE. UU.
Stanley Black & Decker Deep Value Investment Research 30 de mayo de 2026 Vigilar
36 /100
Floja
— 7 de junio de 2026
997
Aker BP ASA
AKRBP · OL
Aker BP ASA: The 2028 Cash Inflection Is Sanctioned and Tax-Shielded, but NOK 356 Leaves No Conservative Margin of Safety 4 de septiembre de 2026 Mantener
35 /100
Floja
41/100 4 de septiembre de 2026
998
Uni-President China Holdings Ltd.
0220 · Hong Kong
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 de agosto de 2026 Mantener
35 /100
Floja
— 26 de agosto de 2026
999
Orkla ASA
ORK · OL
Orkla: Zero Organic Growth in the Controlled Portfolio, Jotun Operating Profit Up 21%, and a 21% NAV Discount at NOK 97.10 25 de agosto de 2026 Mantener
35 /100
Floja
75/100 25 de agosto de 2026
1000
PUMA SE
PUM · XETRA
PUMA SE: A Fixable Brand, but the Price Already Pays for Part of the Fix 9 de agosto de 2026 Mantener
35 /100
Floja
— 9 de agosto de 2026