| 1 |
Linde plc Ordinary Shares
LIN · EUA
|
$221B |
48/100
Fraco
|
47/100 |
13.9%low 4.7% |
10 yr+ |
0.6× |
32% |
In-Depth Value Investment Analysis of Linde plc22 de maio de 2026 · Observar |
FY2025 |
| 2 |
UDR Inc
UDR · EUA
|
$14B |
48/100
Fraco
|
39/100 |
5.2%low 1.6% |
10 yr+ |
1.9× |
23% |
UDR Deep Value Investment Research30 de maio de 2026 · Observar |
FY2025 |
| 3 |
Ningbo Tuopu Group Co Ltd
601689 · Xangai
|
$11B |
48/100
Fraco
|
48/100 |
12.0%low 6.2% |
10 yr+ |
0.2× |
24% |
Ningbo Tuopu: Fair for the Auto Business, Pricey for the Robot Option23 de julho de 2026 · Manter |
FY2025 |
| 4 |
WuXi XDC Cayman Inc
2268 · Hong Kong
|
$8.8B |
48/100
Fraco
|
48/100 |
17.4%low 5.2% |
10 yr+ |
Net cash |
30% |
WuXi XDC: escalando a rede de manufatura de ADC17 de junho de 2026 · Manter |
FY2025 |
| 5 |
Wistron Corp
3231 · Taiwan
|
$19B |
47/100
Fraco
|
47/100 |
12.7%low 4.4% |
10 yr+ |
1.1× |
6% |
Wistron Corporation Deep Dive: From Notebook ODM to Core Executor in NVIDIA's AI Server Manufacturing Chain12 de junho de 2026 · Manter |
FY2025 |
| 6 |
Nextera Energy Inc
NEE · EUA
|
$181B |
46/100
Fraco
|
43/100 |
13.1%low 8.0% |
10 yr+ |
1.7× |
57% |
NextEra Energy: A Long-Term Owner's Perspective25 de maio de 2026 · Observar |
FY2025 |
| 7 |
BYD Co Ltd Class A
002594 · Shenzhen
|
$122B |
46/100
Fraco
|
48/100 |
10.8%low 2.8% |
10 yr+ |
0.1× |
17% |
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 Negative3 de agosto de 2026 · Manter |
FY2025 |
| 8 |
Zhejiang Shuanghuan Driveline Co Ltd
002472 · Shenzhen
|
$4.6B |
46/100
Fraco
|
44/100 |
7.2%low 1.4% |
10 yr+ |
0.1× |
21% |
Zhejiang Shuanghuan Driveline: A Precision-Gear Cash Engine Carrying a Still-Optional Robot-Reducer Bet25 de junho de 2026 · Manter |
FY2025 |
| 9 |
T-Mobile US Inc
TMUS · EUA
|
$185B |
45/100
Fraco
|
46/100 |
11.4%low 3.7% |
10 yr+ |
2.0× |
57% |
T-Mobile Long-Term Owner's View Research23 de maio de 2026 · Observar |
FY2025 |
| 10 |
Wheaton Precious Metals Corp
WPM · EUA
|
$51B |
45/100
Fraco
|
49/100 |
7.8%low 1.2% |
10 yr+ |
Net cash |
54% |
Wheaton Precious Metals In-Depth Research31 de maio de 2026 · Manter |
FY2025 |
| 11 |
Advanced Micro Fabrication Inc
688012 · Xangai
|
$46B |
45/100
Fraco
|
48/100 |
8.3%low 4.3% |
9 yr |
Net cash |
45% |
AMEC (688012): China's Domestic Etch Equipment Leader, a Great Company at a Rich Price9 de junho de 2026 · Observar |
FY2025 |
| 12 |
Ares Management LP
ARES · EUA
|
$42B |
45/100
Fraco
|
52/100 |
13.9%low 5.2% |
10 yr+ |
3.1× |
60% |
Ares Management: A Deep Dive into the Alternative Asset Management Platform23 de maio de 2026 · Observar |
FY2025 |
| 13 |
EVE Energy
300014 · Shenzhen
|
$17B |
45/100
Fraco
|
49/100 |
13.4%low 9.8% |
10 yr+ |
0.6× |
22% |
EVE Energy: Storage Now Leads the Growth and Carries the Thinnest Margin, and Capex Still Outruns the Cash It Converts28 de julho de 2026 · Observar |
FY2025 |
| 14 |
Goertek Inc
002241 · Shenzhen
|
$11B |
45/100
Fraco
|
41/100 |
10.2%low 3.5% |
10 yr+ |
Net cash |
15% |
GoerTek: Stand-Alone Q2 Grew 0.67%, FY2025's Profit Jump Was Largely an Accounting Gain, and CNY 23.51 Already Pays the Base Case30 de agosto de 2026 · Manter |
FY2025 |
| 15 |
United Microelectronics Corporation
2303 · Taiwan
|
$52B |
44/100
Fraco
|
43/100 |
11.4%low 3.7% |
10 yr+ |
Net cash |
27% |
United Microelectronics Corporation UMC Deep-Dive Research14 de junho de 2026 · Observar |
FY2025 |
| 16 |
Jiangsu Nata Opto Electr Material
300346 · Shenzhen
|
$4.8B |
44/100
Fraco
|
43/100 |
6.1%low 0.6% |
10 yr+ |
Net cash |
39% |
Nata Opto-electronic: A Value-Investing Deep Dive20 de maio de 2026 · Observar |
FY2025 |
| 17 |
American Electric Power Co Inc
AEP · EUA
|
$70B |
42/100
Fraco
|
40/100 |
9.7%low 3.5% |
10 yr+ |
1.6× |
28% |
American Electric Power In-Depth Value Investment Analysis21 de maio de 2026 · Observar |
FY2025 |
| 18 |
Kinder Morgan Inc
KMI · EUA
|
$72B |
41/100
Fraco
|
43/100 |
5.5%low 0.5% |
10 yr+ |
1.0× |
50% |
Kinder Morgan: A Long-Term Owner's Perspective26 de maio de 2026 · Observar |
FY2025 |
| 19 |
Barrick Mining Corporation
B · EUA
|
$63B |
41/100
Fraco
|
38/100 |
7.5%low -20.3% |
7 yr |
Net cash |
37% |
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair Value25 de junho de 2026 · Manter |
FY2025 |
| 20 |
Aker BP ASA
AKRBP · OL
|
$23B |
41/100
Fraco
|
35/100 |
10.9%low 1.2% |
10 yr+ |
0.4× |
59% |
Aker BP ASA: The 2028 Cash Inflection Is Sanctioned and Tax-Shielded, but NOK 356 Leaves No Conservative Margin of Safety4 de setembro de 2026 · Manter |
FY2025 |
| 21 |
Federal Realty Investment Trust
FRT · EUA
|
$11B |
40/100
Fraco
|
42/100 |
10.3%low 5.1% |
10 yr+ |
1.5× |
62% |
Federal Realty Investment Trust: A Deep-Dive Research Report from a Long-Term Business Owner's Perspective31 de maio de 2026 · Observar |
FY2025 |
| 22 |
Corning Incorporated
GLW · EUA
|
$119B |
39/100
Fraco
|
49/100 |
8.6%low -3.2% |
8 yr |
0.7× |
35% |
Corning In-Depth Value Research Report20 de maio de 2026 · Observar |
FY2025 |
| 23 |
Agnico Eagle Mines Limited
AEM · EUA
|
$75B |
39/100
Fraco
|
43/100 |
7.0%low -7.2% |
7 yr |
Net cash |
34% |
Agnico Eagle Mines (AEM) Zen Horizon Report8 de junho de 2026 · Observar |
FY2025 |
| 24 |
Gold Fields Ltd ADR
GFI · EUA
|
$30B |
39/100
Fraco
|
36/100 |
13.4%low -12.9% |
7 yr |
0.2× |
34% |
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country Risk25 de junho de 2026 · Compra cautelosa |
FY2025 |
| 25 |
China Merchants Energy Shipping Co Ltd
601872 · Xangai
|
$19B |
39/100
Fraco
|
37/100 |
11.1%low 5.6% |
10 yr+ |
0.6× |
24% |
China Merchants Energy Shipping: A CNY 6.19 Billion H1 Tanker Windfall Meets 151 VLCC Orders, and CNY 22.36 Already Prices a Prolonged Boom20 de setembro de 2026 · Observar |
FY2025 |
| 26 |
DTE Energy Company
DTE · EUA
|
$30B |
37/100
Fraco
|
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 Utility28 de maio de 2026 · Observar |
FY2025 |
| 27 |
Royal Gold Inc
RGLD · EUA
|
$17B |
37/100
Fraco
|
47/100 |
5.7%low -5.4% |
7 yr |
0.1× |
79% |
Pesquisa aprofundada sobre a Royal Gold15 de junho de 2026 · Manter |
FY2025 |
| 28 |
Howmet Aerospace Inc
HWM · EUA
|
$113B |
36/100
Fraco
|
47/100 |
10.1%low -18.3% |
8 yr |
0.4× |
22% |
Howmet Aerospace Deep Value Investment Research25 de maio de 2026 · Observar |
FY2025 |
| 29 |
Southern Company
SO · EUA
|
$109B |
35/100
Fraco
|
41/100 |
10.4%low 3.4% |
10 yr+ |
2.0× |
43% |
The Southern Company: A Long-Term Owner's Perspective25 de maio de 2026 · Observar |
FY2025 |