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  <url><loc>https://zh.app/en/r/mc-2026-09-09</loc><news:news><news:publication><news:name>Zen Horizon</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-09</news:publication_date><news:title>LVMH Moet Hennessy Louis Vuitton SE: Fashion &amp; Leather Goods Supplies 71% of H1 2026 Recurring Operating Profit, and EUR 426.55 Sits 33% Above the EUR 320 Conservative Value</news:title></news:news></url>
  <url><loc>https://zh.app/cn/r/mc-2026-09-09</loc><news:news><news:publication><news:name>纵横研报</news:name><news:language>zh-cn</news:language></news:publication><news:publication_date>2026-09-09</news:publication_date><news:title>LVMH 集团：时装与皮具贡献了 2026 年上半年经常性经营利润的 71%，426.55 欧元比 320 欧元的保守价值高出 33%</news:title></news:news></url>
  <url><loc>https://zh.app/en/r/cfr-2026-09-09</loc><news:news><news:publication><news:name>Zen Horizon</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-09</news:publication_date><news:title>Compagnie Financière Richemont SA: Jewellery Earns EUR 5.04bn of Operating Profit While Watchmakers Earn EUR 107m, and CHF 183.65 Sits 18% Above the Conservative Value</news:title></news:news></url>
  <url><loc>https://zh.app/cn/r/cfr-2026-09-09</loc><news:news><news:publication><news:name>纵横研报</news:name><news:language>zh-cn</news:language></news:publication><news:publication_date>2026-09-09</news:publication_date><news:title>历峰集团：珠宝赚走 50.4 亿欧元营业利润，制表只赚 1.07 亿欧元，183.65 瑞士法郎比保守价值高出 18%</news:title></news:news></url>
  <url><loc>https://zh.app/en/r/weir-lse-2026-09-08</loc><news:news><news:publication><news:name>Zen Horizon</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-08</news:publication_date><news:title>Weir PLC: 82% Aftermarket Revenue Meets 2.2x Leverage and a 15.2% ROCE, and £27.24 Already Prices the H2 Recovery</news:title></news:news></url>
  <url><loc>https://zh.app/cn/r/weir-lse-2026-09-08</loc><news:news><news:publication><news:name>纵横研报</news:name><news:language>zh-cn</news:language></news:publication><news:publication_date>2026-09-08</news:publication_date><news:title>Weir PLC：82% 的售后市场收入撞上 2.2 倍杠杆与 15.2% 的 ROCE，27.24 英镑已经把下半年的复苏计入价格</news:title></news:news></url>
  <url><loc>https://zh.app/en/r/sbry-lse-2026-09-08</loc><news:news><news:publication><news:name>Zen Horizon</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-08</news:publication_date><news:title>J Sainsbury plc: The Value of the Post-Argos Food Retailer</news:title></news:news></url>
  <url><loc>https://zh.app/cn/r/sbry-lse-2026-09-08</loc><news:news><news:publication><news:name>纵横研报</news:name><news:language>zh-cn</news:language></news:publication><news:publication_date>2026-09-08</news:publication_date><news:title>J Sainsbury plc：后 Argos 时代食品零售商的价值</news:title></news:news></url>
  <url><loc>https://zh.app/en/r/rms-2026-09-08</loc><news:news><news:publication><news:name>Zen Horizon</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-08</news:publication_date><news:title>Hermès International SCA: A 41% Operating Margin Meets 6.1% Constant-Currency Growth, and EUR 1,475 Sits 18-31% Above the Conservative Value</news:title></news:news></url>
  <url><loc>https://zh.app/cn/r/rms-2026-09-08</loc><news:news><news:publication><news:name>纵横研报</news:name><news:language>zh-cn</news:language></news:publication><news:publication_date>2026-09-08</news:publication_date><news:title>爱马仕国际：41% 的营业利润率撞上 6.1% 的固定汇率增长，1,475 欧元比保守价值高出 18–31%</news:title></news:news></url>
  <url><loc>https://zh.app/en/r/itx-mc-2026-09-08</loc><news:news><news:publication><news:name>Zen Horizon</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-08</news:publication_date><news:title>Inditex: A Productivity Compounder Meets Its Valuation Test</news:title></news:news></url>
  <url><loc>https://zh.app/cn/r/itx-mc-2026-09-08</loc><news:news><news:publication><news:name>纵横研报</news:name><news:language>zh-cn</news:language></news:publication><news:publication_date>2026-09-08</news:publication_date><news:title>Inditex：生产率复利机器的估值大考</news:title></news:news></url>
  <url><loc>https://zh.app/en/r/sofi-2026-09-07</loc><news:news><news:publication><news:name>Zen Horizon</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-07</news:publication_date><news:title>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</news:title></news:news></url>
  <url><loc>https://zh.app/cn/r/sofi-2026-09-07</loc><news:news><news:publication><news:name>纵横研报</news:name><news:language>zh-cn</news:language></news:publication><news:publication_date>2026-09-07</news:publication_date><news:title>SoFi：2.48 倍有形账面价值已把 20% 的可持续 ROTCE 定进价格，而公司自己的 2026 年指引只隐含 9%，个人贷款账簿从未见过衰退</news:title></news:news></url>
  <url><loc>https://zh.app/en/r/hot-2026-09-07</loc><news:news><news:publication><news:name>Zen Horizon</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-07</news:publication_date><news:title>HOCHTIEF: Data Centers Are 21% of Backlog and 32% of FY2025 Orders, and EUR 426 Prices the Boom Against a EUR 358 Base SOTP</news:title></news:news></url>
  <url><loc>https://zh.app/cn/r/hot-2026-09-07</loc><news:news><news:publication><news:name>纵横研报</news:name><news:language>zh-cn</news:language></news:publication><news:publication_date>2026-09-07</news:publication_date><news:title>HOCHTIEF：数据中心已占在手订单的 21%、占 2025 财年新签订单的 32%，426 欧元把这轮繁荣定在了 358 欧元的分部加总中枢之上</news:title></news:news></url>
  <url><loc>https://zh.app/en/r/eni-2026-09-07</loc><news:news><news:publication><news:name>Zen Horizon</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-07</news:publication_date><news:title>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</news:title></news:news></url>
  <url><loc>https://zh.app/cn/r/eni-2026-09-07</loc><news:news><news:publication><news:name>纵横研报</news:name><news:language>zh-cn</news:language></news:publication><news:publication_date>2026-09-07</news:publication_date><news:title>Eni：三分之一的备考 EBIT 已在并表范围之外，23 欧元同时为卫星模式重估和 104 美元的布伦特买单</news:title></news:news></url>
  <url><loc>https://zh.app/en/r/abf-lse-2026-09-07</loc><news:news><news:publication><news:name>Zen Horizon</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-07</news:publication_date><news:title>Associated British Foods plc: Primark, FoodCo and the Value of the Split</news:title></news:news></url>
  <url><loc>https://zh.app/cn/r/abf-lse-2026-09-07</loc><news:news><news:publication><news:name>纵横研报</news:name><news:language>zh-cn</news:language></news:publication><news:publication_date>2026-09-07</news:publication_date><news:title>英联食品（Associated British Foods）：Primark、FoodCo 与分拆的价值</news:title></news:news></url>
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