1
EVE Energy Co., Ltd.
300014 · Shenzhen
EVE Energy: Storage Now Leads the Growth and Carries the Thinnest Margin, and Capex Still Outruns the Cash It Converts 28 de julio de 2026 Vigilar
49 /100
Floja
45/100 28 de julio de 2026
2
Hesai Group
HSAI · EE. UU.
Hesai Group (HSAI) Zen Horizon Research Report 8 de junio de 2026 Vigilar
49 /100
Floja
— 10 de junio de 2026
3
Dassault Systèmes SE
DSY · París
Dassault Systèmes: A Zen Horizon Framework Deep-Dive Research Report 4 de junio de 2026 Vigilar
49 /100
Floja
83/100 10 de junio de 2026
4
Intercontinental Exchange, Inc.
ICE · EE. UU.
Intercontinental Exchange from a Long-Term Business Owner's Perspective 26 de mayo de 2026 Vigilar
49 /100
Floja
62/100 11 de junio de 2026
5
EQT AB (publ)
EQT · ST
EQT AB: FAUM Rose to €155.4bn While the Fee-Related EBITDA Margin Fell to 50% From 54%, and SEK301.10 Already Sits Above the SEK243 Conservative SOTP 23 de septiembre de 2026 Mantener
48 /100
Floja
69/100 23 de septiembre de 2026
6
SoFi Technologies, Inc.
SOFI · EE. UU.
SoFi Technologies: 2.48 Times Tangible Book Prices a 20% Sustainable ROTCE Against the 9% Its Own 2026 Guidance Implies, and the Personal-Loan Book Has Never Met a Recession 7 de septiembre de 2026 Mantener
48 /100
Floja
— 7 de septiembre de 2026
7
Zhejiang Hithink RoyalFlush Information Network Co., Ltd.
300033 · Shenzhen
Hithink RoyalFlush: Advertising Supplied 78% of 2025 Incremental Revenue, and CNY230.26 Already Sits at the CNY228 Base-Case Value 15 de agosto de 2026 Mantener
48 /100
Floja
87/100 15 de agosto de 2026
8
BYD Company Limited
1211 · Hong Kong
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 Negative 3 de agosto de 2026 Mantener
48 /100
Floja
46/100 3 de agosto de 2026
9
Alibaba Group Holding Limited
BABA · EE. UU.
Alibaba: March-Quarter Cloud Revenue Rose 38% While Consolidated Adjusted EBITA Fell 84%, Free Cash Flow Turned to a RMB 17.3 Billion Outflow, and USD 122.25 Sits Above Conservative Value 2 de agosto de 2026 Mantener
48 /100
Floja
— 2 de agosto de 2026
10
TransUnion
TRU · EE. UU.
TransUnion: Strip Out the Zero-Margin FICO Royalty and the 12% to 13% Reported Growth Outlook Becomes 5% to 6%, While 78.62 Dollars Sits Above the Conservative Range 2 de agosto de 2026 Mantener
48 /100
Floja
47/100 2 de agosto de 2026
11
AVIC Jonhon Optronic Technology Co., Ltd.
002179 · Shenzhen
AVIC Jonhon Optronic: Defense-Grade Interconnect Leader, Recovery Already Priced 27 de junio de 2026 Mantener
48 /100
Floja
— 27 de junio de 2026
12
Triple Flag Precious Metals Corp.
TFPM · EE. UU.
Triple Flag Precious Metals: compuesto de calidad, ya plenamente valorado 20 de junio de 2026 Vigilar
48 /100
Floja
24/100 20 de junio de 2026
13
Fair Isaac Corporation
FICO · EE. UU.
Fair Isaac: A Long-Term Owner's View 28 de mayo de 2026 Vigilar
48 /100
Floja
78/100 10 de junio de 2026
14
Guangdong Haid Group Co., Ltd.
002311 · Shenzhen
Haid Group: Feed Gross Profit Rose CNY 0.55 Billion, Farming Gross Profit Fell CNY 1.46 Billion, and CNY 46.24 Offers No Conservative Margin of Safety 31 de agosto de 2026 Mantener
47 /100
Floja
71/100 1 de septiembre de 2026
15
Himile Mechanical Science and Technology (Shandong) Co., Ltd.
002595 · Shenzhen
Himile: A 40%-Margin Tire-Mould Franchise Is Funding Two Adjacencies That Have Not Yet Earned Their Keep 19 de agosto de 2026 Mantener
47 /100
Floja
82/100 19 de agosto de 2026
16
Sichuan Baili Tianheng Pharmaceutical Co., Ltd.
688506 · Shanghái
Sichuan Baili Tianheng: A De-Risked ADC Story the Market Has Already Priced In 23 de julio de 2026 Mantener
47 /100
Floja
— 23 de julio de 2026
17
Ningbo Orient Wires & Cables Co., Ltd.
603606 · Shanghái
Ningbo Orient Wires & Cables: A Real Submarine-Cable Moat Priced for Flawless Backlog Conversion 17 de julio de 2026 Vigilar
47 /100
Floja
56/100 17 de julio de 2026
18
JD.com, Inc.
JD · EE. UU.
JD.com: A Stronger Retail Core Discounted for the Cost of Transition 28 de junio de 2026 Compra cautelosa
47 /100
Floja
— 28 de junio de 2026
19
Pinterest, Inc.
PINS · EE. UU.
Pinterest: caja sólida, riesgo en la mezcla de ARPU 17 de junio de 2026 Vigilar
47 /100
Floja
— 18 de junio de 2026
20
Shenzhen UBTech Technology Co., Ltd. UBTech Robotics
9880 · Hong Kong
UBTech Robotics Deep-Dive Research 14 de junio de 2026 Mantener
47 /100
Floja
— 14 de junio de 2026
21
GDS Holdings Limited
GDS · EE. UU.
GDS Holdings Deep-Dive Research 14 de junio de 2026 Mantener
47 /100
Floja
— 14 de junio de 2026
22
Cameco Corporation
CCJ · EE. UU.
Cameco (CCJ.US / CCO.TO) Zen Horizon Research Report 9 de junio de 2026 Vigilar
47 /100
Floja
— 10 de junio de 2026
23
W. R. Berkley Corporation
WRB · EE. UU.
W. R. Berkley Corporation Research from a Long-Term Business Owner's Perspective 29 de mayo de 2026 Vigilar
47 /100
Floja
— 10 de junio de 2026
24
TE Connectivity plc
TEL · EE. UU.
TE Connectivity Deep Value Investment Analysis 27 de mayo de 2026 Vigilar
47 /100
Floja
61/100 11 de junio de 2026
25
Targa Resources Corp.
TRGP · EE. UU.
In-Depth Value Analysis of Targa Resources 26 de mayo de 2026 Vigilar
47 /100
Floja
14/100 11 de junio de 2026
26
Accenture plc
ACN · EE. UU.
Accenture Research from a Long-Term Owner's Perspective 23 de mayo de 2026 Compra cautelosa
47 /100
Floja
93/100 10 de junio de 2026
27
Alnylam Pharmaceuticals, Inc.
ALNY · EE. UU.
Alnylam Pharmaceuticals Deep Value Investment Analysis 21 de mayo de 2026 Vigilar
47 /100
Floja
— 10 de junio de 2026
28
Prosus N.V.
PRX · Ámsterdam
Prosus N.V.: A 38.4% NAV Discount, a Tencent-Funded Buyback, and No Conservative Margin of Safety 20 de agosto de 2026 Mantener
46 /100
Floja
72/100 20 de agosto de 2026
29
Jazz Pharmaceuticals plc
JAZZ · EE. UU.
Jazz Pharmaceuticals: A Fair Price for an Unfinished Second Act 15 de julio de 2026 Mantener
46 /100
Floja
— 15 de julio de 2026
30
Rocket Lab Corporation
RKLB · EE. UU.
Rocket Lab (RKLB) Zen Horizon Research Report 9 de junio de 2026 Vigilar
46 /100
Floja
— 10 de junio de 2026
31
Fabrinet
FN · EE. UU.
Fabrinet Zen Horizon Framework Deep-Dive Research 8 de junio de 2026 Vigilar
46 /100
Floja
73/100 10 de junio de 2026
32
Horizon Robotics
9660 · Hong Kong
Horizon Robotics: A Zen Horizon Framework Deep-Dive 4 de junio de 2026 Vigilar
46 /100
Floja
— 10 de junio de 2026
33
Equifax Inc.
EFX · EE. UU.
Equifax Inc. Deep Value Investment Research Report 29 de mayo de 2026 Vigilar
46 /100
Floja
43/100 10 de junio de 2026
34
McDonald's Corporation
MCD · EE. UU.
McDonald's: A Long-Term Owner's Perspective 25 de mayo de 2026 Vigilar
46 /100
Floja
75/100 10 de junio de 2026
35
Boston Scientific Corporation
BSX · EE. UU.
Boston Scientific BSX Investment Research from a Long-Term Business Owner's Perspective 24 de mayo de 2026 Vigilar
46 /100
Floja
53/100 10 de junio de 2026
36
Hangcha Group Co., Ltd.
603298 · Shanghái
Hangcha Group: Gross Margin Up to 24.6% on Less Than 9% Revenue Growth, Robotics at 7% of Sales with Undisclosed Economics, and Three-Year Cash Conversion of 79% 21 de septiembre de 2026 Mantener
45 /100
Floja
76/100 21 de septiembre de 2026
37
Hongfa Technology Co., Ltd.
600885 · Shanghái
Hongfa Technology: 3.464bn Relays, a 32% Top Line That Yielded CNY 114m of Cash, and CNY 34.73 at the Hold-Band Floor 16 de septiembre de 2026 Mantener
45 /100
Floja
79/100 16 de septiembre de 2026
38
NIO Inc.
NIO · EE. UU.
NIO Inc.: Vehicle Margin Reached 18.8% and Adjusted Operating Profit Turned Positive in the First Quarter of 2026 While GAAP Operating Income Stayed Negative 5 de agosto de 2026 Vigilar
45 /100
Floja
— 5 de agosto de 2026
39
Phancy Group Co., Ltd.
6682 · Hong Kong
Phancy Group: Revenue Rose 35.6% to 7.135 Billion Yuan While Gross Margin Fell to 34.8% and Operating Cash Flow Stayed Negative for a Sixth Straight Year 3 de agosto de 2026 Vigilar
45 /100
Floja
— 3 de agosto de 2026
40
Tianshui Huatian Technology Co., Ltd.
002185 · Shenzhen
Tianshui Huatian: A Transition Story the Market Is Already Paying For 23 de julio de 2026 Mantener
45 /100
Floja
— 23 de julio de 2026
41
Luxshare Precision Industry Co., Ltd.
002475 · Shenzhen
Luxshare Precision: A Good Company, but Only a Fair Price 21 de julio de 2026 Mantener
45 /100
Floja
64/100 21 de julio de 2026
42
SenseTime Group Inc.
0020 · Hong Kong
SenseTime Group: Generative AI Pivot and Valuation Reset 14 de junio de 2026 Vigilar
45 /100
Floja
— 15 de junio de 2026
43
Accton Technology Corporation
2345 · Taiwán
Investigación en profundidad sobre Accton Technology 14 de junio de 2026 Mantener
45 /100
Floja
83/100 14 de junio de 2026
44
Infineon Technologies AG
IFX · XETRA
Infineon Technologies Zen Horizon Framework Deep-Dive Research 4 de junio de 2026 Vigilar
45 /100
Floja
— 10 de junio de 2026
45
Northrop Grumman Corporation
NOC · EE. UU.
Northrop Grumman: A Long-Term Owner's Perspective 26 de mayo de 2026 Vigilar
45 /100
Floja
73/100 11 de junio de 2026
46
Align Technology, Inc.
ALGN · EE. UU.
Align Technology: Digital Orthodontics Platform Study 23 de mayo de 2026 Vigilar
45 /100
Floja
85/100 11 de junio de 2026
47
American Tower Corporation
AMT · EE. UU.
American Tower: Long-Term Value Study of a Communications-Tower REIT 23 de mayo de 2026 Vigilar
45 /100
Floja
78/100 11 de junio de 2026
48
Arch Capital Group Ltd.
ACGL · EE. UU.
Arch Capital Group Ltd. Deep Value Research 21 de mayo de 2026 Compra cautelosa
45 /100
Floja
— 10 de junio de 2026
49
Shenzhou International Group Holdings Limited
2313 · Hong Kong
Shenzhou International: 22.6% H1 Gross Margin and 75.9% Customer Concentration Leave No Conservative Margin of Safety at HK$36.58 1 de septiembre de 2026 Mantener
44 /100
Floja
78/100 1 de septiembre de 2026
50
DICK'S Sporting Goods, Inc.
DKS · EE. UU.
DICK'S Sporting Goods: A 12.6% Core Margin, a Loss-Making Foot Locker, and 11.8 Times Earnings 30 de agosto de 2026 Vigilar
44 /100
Floja
73/100 30 de agosto de 2026
51
Lamar Advertising Company
LAMR · EE. UU.
Lamar Advertising: A 6.1% Organic Quarter and 2.9x Leverage, but 17.2x AFFO Leaves No Margin of Safety 27 de agosto de 2026 Mantener
44 /100
Floja
71/100 29 de agosto de 2026
52
Simpson Manufacturing Co., Inc.
SSD · EE. UU.
Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17% 19 de agosto de 2026 Mantener
44 /100
Floja
81/100 19 de agosto de 2026
53
adidas AG
ADS · XETRA
adidas AG: Record Revenue, Record Doubt, and the Economics of a World Cup 9 de agosto de 2026 Mantener
44 /100
Floja
55/100 9 de agosto de 2026
54
MYR Group Inc.
MYRG · EE. UU.
MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing Earnings 8 de agosto de 2026 Mantener
44 /100
Floja
61/100 8 de agosto de 2026
55
Eckert & Ziegler SE
EUZ · XETRA
Eckert & Ziegler SE: A Better Business, Not Yet a Better Price 15 de julio de 2026 Mantener
44 /100
Floja
76/100 15 de julio de 2026
56
Shenzhen Zhaowei Machinery & Electronics Co., Ltd.
003021 · Shenzhen
Shenzhen Zhaowei: A Real Precision Micro-Drive Business Undergoing a Thematic Robot Re-Rating 24 de junio de 2026 Mantener
44 /100
Floja
— 24 de junio de 2026
57
Shenzhen LDROBOT Co., Ltd.
1236 · Hong Kong
LDROBOT In-Depth Research 11 de junio de 2026 Vigilar
44 /100
Floja
— 11 de junio de 2026
58
Quanta Computer
2382 · Taiwán
Quanta (2382.TW) Zen Horizon Research Report 8 de junio de 2026 Mantener
44 /100
Floja
72/100 10 de junio de 2026
59
Kratos Defense
KTOS · EE. UU.
Kratos Defense Zen Horizon Framework Deep-Dive Research 7 de junio de 2026 Vigilar
44 /100
Floja
— 10 de junio de 2026
60
Pool Corporation
POOL · EE. UU.
Pool Corporation Value Investment Deep-Dive Report 31 de mayo de 2026 Vigilar
44 /100
Floja
78/100 10 de junio de 2026
61
Tapestry, Inc.
TPR · EE. UU.
Tapestry: A Deep-Dive Investment Study 28 de mayo de 2026 Vigilar
44 /100
Floja
53/100 10 de junio de 2026
62
L3Harris Technologies, Inc.
LHX · EE. UU.
L3Harris Technologies: A Deep-Dive Value Investing Analysis 27 de mayo de 2026 Vigilar
44 /100
Floja
— 11 de junio de 2026
63
Yum! Brands, Inc.
YUM · EE. UU.
Yum! Brands: A Deep Dive from a Long-Term Business Owner's Perspective 27 de mayo de 2026 Vigilar
44 /100
Floja
78/100 10 de junio de 2026
64
Colgate-Palmolive Company
CL · EE. UU.
Colgate-Palmolive: A Long-Term Value Investing Analysis 24 de mayo de 2026 Vigilar
44 /100
Floja
84/100 11 de junio de 2026
65
Aon plc
AON · EE. UU.
Aon Risk and Human Capital Platform Study 23 de mayo de 2026 Vigilar
44 /100
Floja
— 11 de junio de 2026
66
AutoZone, Inc.
AZO · EE. UU.
AutoZone: Deep Research on Auto Aftermarket Retail 23 de mayo de 2026 Vigilar
44 /100
Floja
85/100 10 de junio de 2026
67
Booking Holdings Inc.
BKNG · EE. UU.
Booking Holdings: A Deep Value Investing Analysis 21 de mayo de 2026 Compra cautelosa
44 /100
Floja
70/100 9 de junio de 2026
68
Weir PLC
WEIR · LSE
Weir PLC: 82% Aftermarket Revenue Meets 2.2x Leverage and a 15.2% ROCE, and £27.24 Already Prices the H2 Recovery 8 de septiembre de 2026 Mantener
43 /100
Floja
43/100 8 de septiembre de 2026
69
WD-40 Company
WDFC · EE. UU.
WD-40 Company: A Seven-Decade Brand, a Borrowed Quarter, and No Margin of Safety 17 de agosto de 2026 Mantener
43 /100
Floja
95/100 17 de agosto de 2026
70
Ferguson Enterprises Inc.
FERG · EE. UU.
Ferguson Enterprises: Waterworks Is 24% of U.S. Sales Against HVAC's 13%, First-Half Volume Fell While Price Carried the 4.2% Growth, and $244.94 Yields Less Than Treasuries 16 de agosto de 2026 Mantener
43 /100
Floja
82/100 16 de agosto de 2026
71
Techtronic Industries Company Limited
0669 · Hong Kong
Techtronic Industries: MILWAUKEE Compounds Near 10% While RYOBI Barely Grows, and HK$142.40 Offers No Conservative Margin of Safety 15 de agosto de 2026 Mantener
43 /100
Floja
85/100 15 de agosto de 2026
72
Aier Eye Hospital Group Co., Ltd.
300015 · Shenzhen
Aier Eye Hospital: Net Goodwill Equals 43% of Book Equity, Adjusted Profit Grew 1.36% in 2025, and CNY8.71 Leaves No Conservative Margin of Safety 15 de agosto de 2026 Mantener
43 /100
Floja
86/100 15 de agosto de 2026
73
Li Ning Company Limited
2331 · Hong Kong
Li Ning Company: 11 Times Trailing Earnings and Almost RMB20 Billion of Net Cash, Against a Q2 2026 Sell-Through Reversal 8 de agosto de 2026 Mantener
43 /100
Floja
75/100 8 de agosto de 2026
74
Unilever PLC
ULVR · LSE
Unilever: Q2 Volume Grew 5.5%, the Strongest Quarter in More Than a Decade, but 47.43 Pounds Leaves No Margin of Safety 3 de agosto de 2026 Mantener
43 /100
Floja
83/100 3 de agosto de 2026
75
Envista Holdings Corporation
NVST · EE. UU.
Envista Holdings Corporation 26 de julio de 2026 Mantener
43 /100
Floja
— 26 de julio de 2026
76
XPeng Inc.
XPEV · EE. UU.
XPeng: A Genuine Margin Recovery, But the Stock No Longer Prices Like a Distressed Turnaround 26 de julio de 2026 Mantener
43 /100
Floja
— 26 de julio de 2026
77
Shenzhen Dobot Corp Ltd
2432 · Hong Kong
Shenzhen Dobot: Real Cobot Business, Unproven Humanoid Bet 24 de julio de 2026 Mantener
43 /100
Floja
— 24 de julio de 2026
78
Domino's Pizza Group, Inc.
DPZ · EE. UU.
Domino's Pizza Deep Value Investment Research 31 de mayo de 2026 Vigilar
43 /100
Floja
78/100 10 de junio de 2026
79
Allison Transmission Holdings, Inc.
ALSN · EE. UU.
Allison Transmission: A Reassessment During the Integration Phase 28 de mayo de 2026 Mantener
43 /100
Floja
84/100 10 de junio de 2026
80
First Solar, Inc.
FSLR · EE. UU.
First Solar: A Deep Value-Investing Analysis 28 de mayo de 2026 Vigilar
43 /100
Floja
24/100 10 de junio de 2026
81
The Hershey Company
HSY · EE. UU.
The Hershey Company: A Deep-Dive Value Investing Study 27 de mayo de 2026 Vigilar
43 /100
Floja
84/100 10 de junio de 2026
82
Nokia Corporation
NOK · EE. UU.
Nokia (US-Listed) Deep-Dive Research · Zen Horizon Analysis 27 de mayo de 2026 Vigilar
43 /100
Floja
— 10 de junio de 2026
83
Broadridge Financial Solutions, Inc.
BR · EE. UU.
Broadridge Financial Solutions Deep-Dive Value Investing Analysis 24 de mayo de 2026 Vigilar
43 /100
Floja
78/100 10 de junio de 2026
84
GE HealthCare Technologies Inc.
GEHC · EE. UU.
GE HealthCare Technologies: A Deep Value Investment Analysis 22 de mayo de 2026 Vigilar
43 /100
Floja
82/100 11 de junio de 2026
85
PepsiCo, Inc.
PEP · EE. UU.
PepsiCo: A Long-Term Owner's Perspective Investment Study 22 de mayo de 2026 Vigilar
43 /100
Floja
84/100 10 de junio de 2026
86
Vistra Corp.
VST · EE. UU.
Vistra Corp.: A Deep Study from the Long-Term Owner's Perspective 20 de mayo de 2026 Vigilar
43 /100
Floja
16/100 10 de junio de 2026
87
Revolve Group, Inc.
RVLV · EE. UU.
Revolve Group: 162 of Q2's 250 Basis Points of Gross-Margin Gain Were a Tariff Refund, and Five Years of Cash Converted Only 0.73x Net Income 13 de septiembre de 2026 Vigilar
42 /100
Floja
81/100 13 de septiembre de 2026
88
Yutong Bus Co., Ltd.
600066 · Shanghái
Yutong Bus: A 29.62% Overseas Gross Margin Against 19.09% at Home Carried H1 Core Profit Up 15.83%, but 7m+ Share Fell to 28.69% and CNY 30.40 Sits Above the CNY 27 Conservative Value 27 de agosto de 2026 Mantener
42 /100
Floja
67/100 27 de agosto de 2026
89
Restaurant Brands International Inc.
QSR · EE. UU.
Restaurant Brands International: Burger King US Comps at 8.5%, Popeyes US at -5.2%, and No Margin of Safety at $81.57 25 de agosto de 2026 Mantener
42 /100
Floja
71/100 25 de agosto de 2026
90
Check Point Software Technologies Ltd.
CHKP · EE. UU.
Check Point: A High-Margin Cash Engine Whose Growth Gap Is Not Yet in the Price 16 de agosto de 2026 Vigilar
42 /100
Floja
97/100 16 de agosto de 2026
91
Semiconductor Manufacturing International Corporation
0981 · Hong Kong
SMIC: Strategic Scarcity Is Proven, but Has the Capital Cycle Started Paying Its Way? 8 de agosto de 2026 Mantener
42 /100
Floja
— 8 de agosto de 2026
92
Schaeffler AG
SHA · XETRA
Schaeffler: More Interesting Than Its Multiple, but Not Yet Safer Than It Implies 29 de junio de 2026 Vigilar
42 /100
Floja
— 29 de junio de 2026
93
Games Workshop Group PLC
GAW · LSE
Games Workshop: An Exceptional Warhammer Compounder, Priced for Continued Excellence 26 de junio de 2026 Mantener
42 /100
Floja
94/100 26 de junio de 2026
94
Tractor Supply Company
TSCO · EE. UU.
Tractor Supply Deep Value Investment Research 30 de mayo de 2026 Vigilar
42 /100
Floja
74/100 10 de junio de 2026
95
Fox Corporation
FOX · EE. UU.
Fox Corporation: A Deep Value Investing Analysis 29 de mayo de 2026 Vigilar
42 /100
Floja
74/100 10 de junio de 2026
96
Baker Hughes Company
BKR · EE. UU.
Baker Hughes In-Depth Value Investing Analysis 21 de mayo de 2026 Vigilar
42 /100
Floja
40/100 10 de junio de 2026
97
The Brink's Company
BCO · EE. UU.
Brink's: A 9.1% Owner-Earnings Yield and 14 Straight Quarters of AMS/DRS Growth Meet a $7.3 Billion Pro-Forma Net-Debt Bet on NCR Atleos 18 de septiembre de 2026 Vigilar
41 /100
Floja
57/100 18 de septiembre de 2026
98
Zhejiang Dahua Technology Co., Ltd.
002236 · Shenzhen
Dahua: 10% H1 Growth and a 43% Gross Margin Are Real, but CNY 15.72 Sits Above Conservative Value While FCC Component Rules and a CNY 8.568bn Inventory Build Leave No Margin of Safety 17 de septiembre de 2026 Mantener
41 /100
Floja
70/100 17 de septiembre de 2026
99
Xiamen Faratronic Co., Ltd.
600563 · Shanghái
Xiamen Faratronic: 95% Film-Capacitor Purity, a 38.6%-to-32.1% Margin Reset, and CNY 123.01 Inside the Hold Band 13 de septiembre de 2026 Mantener
41 /100
Floja
86/100 13 de septiembre de 2026
100
Kering SA
KER · París
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 de septiembre de 2026 Vigilar
41 /100
Floja
— 9 de septiembre de 2026