| 1501 |
Vestas Wind Systems A/S
VWS · CO
|
$27B |
38/100
やや弱い
|
44/100 |
10.7%low -51.6% |
3 yr |
Net cash |
13% |
Vestas Wind Systems A/S (VWS.CO) Zen Horizon Research Report2026年6月8日 · Cautious Buy |
FY2025 |
| 1502 |
Koninklijke Philips NV
PHIA · アムステルダム
|
$24B |
38/100
やや弱い
|
— |
6.3%low -12.1% |
1 yr |
0.5× |
44% |
— |
FY2025 |
| 1503 |
MasTec Inc
MTZ · 米国株
|
$21B |
38/100
やや弱い
|
44/100 |
12.3%low -1.8% |
2 yr |
0.7× |
13% |
MasTec, Inc.2026年7月22日 · Hold |
FY2025 |
| 1504 |
MTU Aero Engines AG
MTX · XETRA
|
$21B |
38/100
やや弱い
|
— |
14.6%low -3.6% |
2 yr |
0.0× |
15% |
— |
FY2025 |
| 1505 |
HF Sinclair Corp
DINO · 米国株
|
$16B |
38/100
やや弱い
|
— |
9.2%low -11.6% |
5 yr |
0.2× |
14% |
— |
FY2025 |
| 1506 |
Western Mining Co Ltd
601168 · 上海
|
$13B |
38/100
やや弱い
|
— |
9.8%low -23.5% |
7 yr |
0.9× |
15% |
— |
FY2025 |
| 1507 |
Allegro.eu S.A.
ALE · WAR
|
$12B |
38/100
やや弱い
|
— |
3.6%low -21.3% |
3 yr |
0.2× |
80% |
— |
FY2025 |
| 1508 |
AGCO Corporation
AGCO · 米国株
|
$7.2B |
38/100
やや弱い
|
— |
12.0%low -11.3% |
1 yr |
0.4× |
23% |
— |
FY2025 |
| 1509 |
Metlen Energy & Metals PLC
MTLN · LSE
|
$7.1B |
38/100
やや弱い
|
— |
12.9%low 3.5% |
10 yr+ |
1.0× |
16% |
— |
FY2025 |
| 1510 |
SBM Offshore N.V.
SBMO · アムステルダム
|
$5.8B |
38/100
やや弱い
|
— |
10.3%low -6.2% |
8 yr |
1.8× |
30% |
— |
FY2025 |
| 1511 |
Shaanxi Energy Investment Co Ltd. A
001286 · 深圳
|
$5.4B |
38/100
やや弱い
|
— |
8.3%low 2.3% |
8 yr |
0.6× |
37% |
— |
FY2025 |
| 1512 |
The Cheesecake Factory
CAKE · 米国株
|
$5.0B |
38/100
やや弱い
|
— |
17.6%low -50.0% |
5 yr |
7.4× |
48% |
— |
FY2025 |
| 1513 |
Bel Fuse B Inc
BELFB · 米国株
|
$3.9B |
38/100
やや弱い
|
— |
4.4%low -40.9% |
6 yr |
0.4× |
27% |
— |
FY2025 |
| 1514 |
Hilton Grand Vacations Inc
HGV · 米国株
|
$3.6B |
38/100
やや弱い
|
— |
20.2%low -53.7% |
5 yr |
5.3× |
36% |
— |
FY2025 |
| 1515 |
CVR Energy Inc
CVI · 米国株
|
$3.6B |
38/100
やや弱い
|
— |
18.4%low -25.1% |
5 yr |
1.8× |
6% |
— |
FY2025 |
| 1516 |
Option Care Health Inc
OPCH · 米国株
|
$3.4B |
38/100
やや弱い
|
— |
9.0%low -8.4% |
5 yr |
0.8× |
23% |
— |
FY2025 |
| 1517 |
Bel Fuse A Inc
BELFA · 米国株
|
$2.8B |
38/100
やや弱い
|
— |
4.4%low -40.9% |
6 yr |
0.4× |
27% |
— |
FY2025 |
| 1518 |
Dorian LPG Ltd
LPG · 米国株
|
$2.0B |
38/100
やや弱い
|
— |
9.5%low -5.6% |
7 yr |
0.3× |
42% |
— |
FY2026 |
| 1519 |
Ningbo Shuanglin Auto Parts
300100 · 深圳
|
$1.9B |
38/100
やや弱い
|
— |
1.8%low -54.4% |
6 yr |
0.2× |
19% |
— |
FY2025 |
| 1520 |
OppFi Inc
OPFI · 米国株
|
$1.3B |
38/100
やや弱い
|
— |
32.3%low -9.6% |
2 yr |
4.8× |
87% |
— |
FY2025 |
| 1521 |
Beijing Urban Rural Commercial Group Co Ltd
600861 · 上海
|
$1.1B |
38/100
やや弱い
|
— |
6.1%low -3.3% |
4 yr |
Net cash |
26% |
— |
FY2025 |
| 1522 |
Euroseas Ltd
ESEA · 米国株
|
$557M |
38/100
やや弱い
|
— |
16.7%low -50.3% |
6 yr |
0.1× |
37% |
— |
FY2025 |
| 1523 |
Hilton Worldwide Holdings Inc
HLT · 米国株
|
$72B |
37/100
やや弱い
|
47/100 |
18.9%‡low -7.2% |
5 yr |
— |
30% |
Hilton Worldwide Holdings Deep-Dive Value Investment Research2026年5月26日 · Watch |
FY2025 |
| 1524 |
Las Vegas Sands Corp
LVS · 米国株
|
$32B |
37/100
やや弱い
|
43/100 |
24.1%low -47.6% |
4 yr |
7.7× |
45% |
Las Vegas Sands: A Long-Term Business Owner's Perspective2026年5月28日 · Watch |
FY2025 |
| 1525 |
DTE Energy Company
DTE · 米国株
|
$30B |
37/100
やや弱い
|
39/100 |
11.1%low 9.6% |
10 yr+ |
2.1× |
32% |
DTE Energy: A Long-Term Owner's Perspective on a U.S. Regulated Utility2026年5月28日 · Watch |
FY2025 |
| 1526 |
Constellation Brands Inc Class A
STZ · 米国株
|
$22B |
37/100
やや弱い
|
42/100 |
12.9%low -1.2% |
1 yr |
1.4× |
51% |
Constellation Brands Long-Term Value Research Report2026年5月29日 · Watch |
FY2026 |
| 1527 |
Galp Energia SGPS S.A.
GALP · LS
|
$17B |
37/100
やや弱い
|
— |
13.6%low -17.4% |
5 yr |
— |
10% |
— |
FY2025 |
| 1528 |
Royal Gold Inc
RGLD · 米国株
|
$17B |
37/100
やや弱い
|
47/100 |
5.7%low -5.4% |
7 yr |
0.1× |
79% |
Royal Gold 詳細リサーチ2026年6月15日 · ホールド |
FY2025 |
| 1529 |
Modine Manufacturing Company
MOD · 米国株
|
$11B |
37/100
やや弱い
|
43/100 |
6.0%low -60.4% |
5 yr |
0.4× |
18% |
Modine Manufacturing: A Deep Long-Term Value Investing Study2026年5月19日 · Watch |
FY2026 |
| 1530 |
Chifeng Jilong Gold Mining Co Ltd
600988 · 上海
|
$11B |
37/100
やや弱い
|
— |
12.6%low -2.0% |
7 yr |
Net cash |
32% |
— |
FY2025 |
| 1531 |
Chewy Inc
CHWY · 米国株
|
$9.3B |
37/100
やや弱い
|
— |
-87.1%low -510.4% |
4 yr |
Net cash |
25% |
— |
FY2026 |
| 1532 |
Alibaba Health Information Technology Ltd
0241 · 香港株
|
$7.4B |
37/100
やや弱い
|
— |
0.5%low -17.6% |
4 yr |
Net cash |
25% |
— |
FY2026 |
| 1533 |
Ligand Pharmaceuticals Incorporated
LGND · 米国株
|
$5.8B |
37/100
やや弱い
|
— |
10.8%low -5.6% |
1 yr |
Net cash |
87% |
— |
FY2025 |
| 1534 |
Sonoco Products Company
SON · 米国株
|
$5.6B |
37/100
やや弱い
|
— |
12.9%low -4.7% |
4 yr |
1.2× |
20% |
— |
FY2025 |
| 1535 |
Oceaneering International Inc
OII · 米国株
|
$4.9B |
37/100
やや弱い
|
41/100 |
-6.0%low -89.0% |
4 yr |
Net cash |
13% |
Oceaneering International Zen Horizon Framework Deep Dive2026年6月7日 · Watch |
FY2025 |
| 1536 |
Enagás S.A.
ENG · MC
|
$4.8B |
37/100
やや弱い
|
— |
11.9%low -12.6% |
1 yr |
0.9× |
89% |
— |
FY2025 |
| 1537 |
Constellium Nv
CSTM · 米国株
|
$3.8B |
37/100
やや弱い
|
31/100 |
12.9%‡low 4.6% |
5 yr |
1.9× |
11% |
Constellium: A Long-Term Value Investing Study2026年6月3日 · Watch |
FY2025 |
| 1538 |
Law Debenture Corp
LWDB · LSE
|
$2.1B |
37/100
やや弱い
|
— |
9.2%low -10.8% |
3 yr |
0.1× |
92% |
— |
FY2025 |
| 1539 |
Energizer Holdings Inc
ENR · 米国株
|
$1.4B |
37/100
やや弱い
|
— |
12.8%low -177.3% |
3 yr |
19.4× |
41% |
— |
FY2025 |
| 1540 |
Dennys Corp
DENN · 米国株
|
$322M |
37/100
やや弱い
|
— |
33.5%‡low 3.3% |
4 yr |
— |
35% |
— |
FY2024 |
| 1541 |
Howmet Aerospace Inc
HWM · 米国株
|
$113B |
36/100
やや弱い
|
47/100 |
10.1%low -18.3% |
8 yr |
0.4× |
22% |
Howmet Aerospace Deep Value Investment Research2026年5月25日 · Watch |
FY2025 |
| 1542 |
Galaxy Entertainment Group Ltd
0027 · 香港株
|
$19B |
36/100
やや弱い
|
— |
9.7%low -5.9% |
3 yr |
Net cash |
45% |
— |
FY2025 |
| 1543 |
Carlsberg A/S
CARL-B · CO
|
$19B |
36/100
やや弱い
|
— |
-2.5%low -175.6% |
2 yr |
2.2× |
47% |
— |
FY2025 |
| 1544 |
China Resources Power Holding
0836 · 香港株
|
$13B |
36/100
やや弱い
|
— |
8.9%low 2.4% |
10 yr+ |
1.9× |
33% |
— |
FY2025 |
| 1545 |
TTM Technologies Inc
TTMI · 米国株
|
$12B |
36/100
やや弱い
|
— |
6.8%low -1.2% |
2 yr |
0.3× |
18% |
— |
FY2025 |
| 1546 |
Beacon Roofing Supply Inc
BECN · 米国株
|
$7.7B |
36/100
やや弱い
|
— |
9.3%low -3.7% |
4 yr |
1.7× |
25% |
— |
FY2024 |
| 1547 |
Fluor Corporation
FLR · 米国株
|
$7.3B |
36/100
やや弱い
|
— |
-8.2%low -96.1% |
0 yr |
Net cash |
2% |
— |
FY2025 |
| 1548 |
Fujian Wanchen Biotechnology Co. Ltd
300972 · 深圳
|
$5.7B |
36/100
やや弱い
|
— |
19.3%low -12.8% |
2 yr |
— |
17% |
— |
FY2025 |
| 1549 |
VF Corporation
VFC · 米国株
|
$5.6B |
36/100
やや弱い
|
— |
8.8%low -58.4% |
1 yr |
2.2× |
53% |
— |
FY2026 |
| 1550 |
Tanger Factory Outlet Centers Inc
SKT · 米国株
|
$4.9B |
36/100
やや弱い
|
— |
11.3%low -10.1% |
5 yr |
2.4× |
63% |
— |
FY2025 |
| 1551 |
St Joe Company
JOE · 米国株
|
$3.5B |
36/100
やや弱い
|
— |
9.2%low 2.3% |
10 yr+ |
0.3× |
49% |
— |
FY2025 |
| 1552 |
Cimpress NV
CMPR · 米国株
|
$2.4B |
36/100
やや弱い
|
— |
12.6%‡low -3.4% |
2 yr |
— |
44% |
— |
FY2025 |
| 1553 |
Liveramp Holdings Inc
RAMP · 米国株
|
$2.3B |
36/100
やや弱い
|
— |
4.4%low -12.8% |
1 yr |
Net cash |
64% |
— |
FY2026 |
| 1554 |
Caledonia Mining Corporation
CMCL · 米国株
|
$355M |
36/100
やや弱い
|
— |
14.5%low -3.8% |
2 yr |
Net cash |
41% |
— |
FY2025 |
| 1555 |
Marvell Technology Group Ltd
MRVL · 米国株
|
$168B |
35/100
やや弱い
|
52/100 |
2.6%low -6.6% |
1 yr |
0.2× |
50% |
Marvell Technology: A Real AI Franchise, but the Price Already Pays for Fiscal 20292026年8月9日 · Hold |
FY2026 |
| 1556 |
Southern Company
SO · 米国株
|
$109B |
35/100
やや弱い
|
41/100 |
10.4%low 3.4% |
10 yr+ |
2.0× |
43% |
The Southern Company: A Long-Term Owner's Perspective2026年5月25日 · Watch |
FY2025 |
| 1557 |
Schlumberger NV
SLB · 米国株
|
$74B |
35/100
やや弱い
|
42/100 |
-4.5%low -86.9% |
5 yr |
0.3× |
16% |
SLB: A Long-Term Owner's Perspective2026年5月26日 · Watch |
FY2025 |
| 1558 |
FedEx Corporation
FDX · 米国株
|
$73B |
35/100
やや弱い
|
39/100 |
14.5%low 3.0% |
10 yr+ |
0.9× |
27% |
— |
FY2026 |
| 1559 |
Ryanair Holdings PLC ADR
RYAAY · 米国株
|
$30B |
35/100
やや弱い
|
— |
15.8%low -21.8% |
4 yr |
Net cash |
21% |
— |
FY2026 |
| 1560 |
TechnipFMC PLC
FTI · 米国株
|
$28B |
35/100
やや弱い
|
43/100 |
-6.7%low -79.1% |
3 yr |
0.3× |
16% |
TechnipFMC: A Higher-Quality Subsea Franchise Now Priced for Continued Delivery2026年6月29日 · Hold |
FY2025 |
| 1561 |
Neste Oil Oyj
NESTE · HE
|
$25B |
35/100
やや弱い
|
— |
17.1%low -1.3% |
1 yr |
0.5× |
14% |
— |
FY2025 |
| 1562 |
Dropbox Inc
DBX · 米国株
|
$7.6B |
35/100
やや弱い
|
— |
-48.6%‡low -708.8% |
5 yr |
— |
75% |
— |
FY2025 |
| 1563 |
Magnolia Oil & Gas Corp
MGY · 米国株
|
$6.2B |
35/100
やや弱い
|
— |
1.7%low -144.0% |
5 yr |
0.1× |
57% |
— |
FY2025 |
| 1564 |
Travel + Leisure Co
TNL · 米国株
|
$4.7B |
35/100
やや弱い
|
— |
12.5%‡low -1.8% |
5 yr |
— |
44% |
— |
FY2025 |
| 1565 |
Scorpio Tankers Inc
STNG · 米国株
|
$3.9B |
35/100
やや弱い
|
— |
4.9%low -12.8% |
4 yr |
Net cash |
33% |
— |
FY2025 |
| 1566 |
Qinetiq Group PLC
QQ · LSE
|
$3.5B |
35/100
やや弱い
|
— |
11.2%low -29.6% |
1 yr |
0.3× |
33% |
— |
FY2026 |
| 1567 |
Sonic Automotive Inc
SAH · 米国株
|
$2.9B |
35/100
やや弱い
|
— |
13.4%low -6.3% |
5 yr |
4.0× |
15% |
— |
FY2025 |
| 1568 |
eToro Group Ltd.
ETOR · 米国株
|
$2.8B |
35/100
やや弱い
|
— |
-4.1%low -45.7% |
3 yr |
Net cash |
36% |
— |
FY2025 |
| 1569 |
Accel Entertainment Inc
ACEL · 米国株
|
$978M |
35/100
やや弱い
|
— |
13.6%low -10.2% |
5 yr |
1.2× |
33% |
— |
FY2025 |
| 1570 |
Sea Ltd
SE · 米国株
|
$65B |
34/100
弱い
|
55/100 |
-41.2%low -125.8% |
3 yr |
Net cash |
33% |
Sea Limited(SE.US)Zen Horizonレポート2026年6月9日 · ウォッチ |
FY2025 |
| 1571 |
Ferrovial SE
FER · 米国株
|
$47B |
34/100
弱い
|
50/100 |
11.3%low -13.3% |
5 yr |
1.1× |
98% |
Ferrovial NV In-Depth Value Research Report2026年5月22日 · Watch |
FY2025 |
| 1572 |
Hyosung Heavy Industries Corp
298040 · 韓国株
|
$24B |
34/100
弱い
|
52/100 |
6.3%low -2.5% |
5 yr |
— |
14% |
Hyosung Heavy Industries: A KRW 17.5 Trillion Grid Backlog, 94% of Segment Profit from Power Equipment, and No Margin of Safety at KRW 2.79 Million2026年8月24日 · Hold |
FY2025 |
| 1573 |
Plains All American Pipeline LP
PAA · 米国株
|
$17B |
34/100
弱い
|
— |
7.1%low -26.6% |
5 yr |
0.7× |
5% |
— |
FY2025 |
| 1574 |
Api Group Corp
APG · 米国株
|
$17B |
34/100
弱い
|
— |
4.5%low -9.8% |
5 yr |
0.6× |
25% |
— |
FY2025 |
| 1575 |
MGM Resorts International
MGM · 米国株
|
$12B |
34/100
弱い
|
34/100 |
17.6%low -15.9% |
5 yr |
22.3× |
44% |
MGM Resorts International: A Deep Value Investment Study2026年5月31日 · Watch |
FY2025 |
| 1576 |
Ryder System Inc
R · 米国株
|
$9.8B |
34/100
弱い
|
— |
13.6%low -5.4% |
5 yr |
2.8× |
20% |
— |
FY2025 |
| 1577 |
Macy’s Inc
M · 米国株
|
$6.5B |
34/100
弱い
|
— |
0.9%low -154.5% |
5 yr |
0.8× |
39% |
— |
FY2026 |
| 1578 |
Koninklijke Vopak NV
VPK · アムステルダム
|
$6.1B |
34/100
弱い
|
— |
11.6%low -5.6% |
3 yr |
0.8× |
60% |
— |
FY2025 |
| 1579 |
ChampionX Corporation
CHX · 米国株
|
$4.9B |
34/100
弱い
|
— |
3.0%low -45.7% |
4 yr |
0.1× |
30% |
— |
FY2024 |
| 1580 |
Shijiazhuang Yiling Pharmaceutical Co Ltd
002603 · 深圳
|
$3.9B |
34/100
弱い
|
— |
10.0%low -7.1% |
1 yr |
Net cash |
62% |
— |
FY2025 |
| 1581 |
Up Fintech Holding Ltd
TIGR · 米国株
|
$876M |
34/100
弱い
|
44/100 |
-1.2%low -51.9% |
3 yr |
Net cash |
32% |
UP Fintech Holding Limited Deep Value Analysis2026年5月22日 · Watch |
FY2025 |
| 1582 |
Uber Technologies Inc
UBER · 米国株
|
$143B |
33/100
弱い
|
50/100 |
-15.4%low -124.5% |
3 yr |
0.2× |
44% |
Uber Technologies Deep Value Research2026年5月25日 · Watch |
FY2025 |
| 1583 |
Williams Companies Inc
WMB · 米国株
|
$87B |
33/100
弱い
|
43/100 |
11.6%low -9.1% |
7 yr |
2.3× |
52% |
The Williams Companies: A Long-Term Owner's Perspective2026年5月26日 · Watch |
FY2025 |
| 1584 |
Piotech Inc. A
688072 · 上海
|
$27B |
33/100
弱い
|
— |
7.7%low -2.4% |
5 yr |
— |
40% |
— |
FY2025 |
| 1585 |
MACOM Technology Solutions Holdings Inc
MTSI · 米国株
|
$19B |
33/100
弱い
|
42/100 |
-10.8%low -123.2% |
0 yr |
Net cash |
48% |
MACOM Technology Research from a Long-Term Owner's Perspective2026年6月3日 · Watch |
FY2025 |
| 1586 |
Aramark Holdings
ARMK · 米国株
|
$15B |
33/100
弱い
|
— |
8.4%low -16.9% |
4 yr |
1.6× |
9% |
— |
FY2025 |
| 1587 |
Hubei Dinglong Chemical
300054 · 深圳
|
$8.4B |
33/100
弱い
|
— |
6.9%low -4.5% |
5 yr |
0.1× |
38% |
— |
FY2025 |
| 1588 |
Asia Potash International Investment Guangzhou Co Ltd
000893 · 深圳
|
$6.3B |
33/100
弱い
|
— |
5.5%low -19.0% |
8 yr |
0.1× |
43% |
— |
FY2025 |
| 1589 |
NewJersey Resources Corporation
NJR · 米国株
|
$5.8B |
33/100
弱い
|
— |
12.2%low 7.2% |
10 yr+ |
1.6× |
13% |
— |
FY2025 |
| 1590 |
Guangzhou Friendship Group Co Ltd
000987 · 深圳
|
$5.5B |
33/100
弱い
|
— |
8.5%low 2.8% |
10 yr+ |
0.7× |
52% |
— |
FY2025 |
| 1591 |
KBR Inc
KBR · 米国株
|
$4.6B |
33/100
弱い
|
— |
9.8%low -19.2% |
2 yr |
1.7× |
11% |
— |
FY2025 |
| 1592 |
AZZ Incorporated
AZZ · 米国株
|
$4.3B |
33/100
弱い
|
— |
9.5%low -6.2% |
3 yr |
0.4× |
24% |
— |
FY2026 |
| 1593 |
Teekay Tankers Ltd
TNK · 米国株
|
$2.7B |
33/100
弱い
|
— |
7.5%low -28.9% |
4 yr |
Net cash |
20% |
— |
FY2025 |
| 1594 |
Trainline Plc
TRN · LSE
|
$1.1B |
33/100
弱い
|
— |
0.3%low -32.2% |
5 yr |
1.0× |
63% |
— |
FY2026 |
| 1595 |
Dine Brands Global Inc
DIN · 米国株
|
$456M |
33/100
弱い
|
— |
6.9%‡low -34.4% |
5 yr |
— |
44% |
— |
FY2025 |
| 1596 |
TotalEnergies SE
TTE · パリ
|
$183B |
32/100
弱い
|
40/100 |
10.3%low -7.0% |
5 yr |
0.3× |
27% |
TotalEnergies: USD 27.5bn of Owner Earnings, 33.4 GW of Power, and No Obvious Margin of Safety at EUR 77.612026年9月2日 · Hold |
FY2025 |
| 1597 |
Robinhood Markets Inc
HOOD · 米国株
|
$78B |
32/100
弱い
|
46/100 |
-7.0%low -50.6% |
2 yr |
0.5× |
75% |
Robinhood Markets Deep Value Research2026年5月26日 · Watch |
FY2025 |
| 1598 |
Kuaishou Technology
1024 · 香港株
|
$24B |
32/100
弱い
|
51/100 |
-108.0%‡low -585.3% |
3 yr |
Net cash |
43% |
Kuaishou Technology: A Deep Dive2026年6月14日 · Cautious Buy |
FY2025 |
| 1599 |
Subsea 7 S.A.
SUBC · OL
|
$10B |
32/100
弱い
|
46/100 |
0.7%low -26.1% |
5 yr |
0.1× |
11% |
Subsea 7 (SUBC.OL) Zen Horizon Research Report2026年6月9日 · Watch |
FY2025 |
| 1600 |
HealthEquity Inc
HQY · 米国株
|
$8.4B |
32/100
弱い
|
— |
5.7%low -2.4% |
3 yr |
0.3× |
55% |
— |
FY2026 |