BELOW THRESHOLD

Low quality (<50) + low opportunity (<50)

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AltaGas Ltd

ALA.TO 🇨🇦 Toronto
Quality
45
Opportunity
40
Yield (Fwd)
2.4%
Utilities

AltaGas combines a regulated natural gas utility with midstream export operations, but intensifying structural risks mak...

Updated: Jul 04 Auto re-analysis: Jul 11
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Fresenius SE & Co. KGaA

FRE.XETRA 🇩🇪 Frankfurt
Quality
35
Opportunity
40
Yield (Fwd)
2.7%
Healthcare

Fresenius is executing a comprehensive corporate restructuring through its 'FutureFresenius' initiative, leading to temp...

Updated: Jul 04 Auto re-analysis: Jul 11
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SSE PLC

SSE.LSE 🇬🇧 London
Quality
30
Opportunity
35
Yield (Fwd)
3.0%
Utilities

SSE PLC operates essential UK electricity networks and renewable generation assets, but its £33 billion energy transitio...

Updated: Jul 04 Auto re-analysis: Jul 11
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Heineken

HEIA.AS 🇳🇱 Amsterdam
Quality
42
Opportunity
34
Yield (Fwd)
2.8%
Consumer

Heineken is a globally dominant brewer with a vast portfolio of established beverage brands and strong market presence. ...

Updated: Jul 04 Auto re-analysis: Jul 11
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Nutrien Ltd

NTR.TO 🇨🇦 Toronto
Quality
35
Opportunity
30
Yield (Fwd)
3.4%
Materials

While Nutrien maintains a solid balance sheet and market presence, its commodity-driven business model makes it structur...

Updated: Jul 04 Auto re-analysis: Jul 11
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Air Products and Chemicals Inc

APD 🇺🇸 NYSE/NASDAQ
Quality
35
Opportunity
30
Yield (Fwd)
2.6%
Materials

Air Products operates a historically stable industrial gas oligopoly, but its massive, capital-intensive transition to b...

Updated: Jul 04 Auto re-analysis: Jul 11
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Exxon Mobil Corp

XOM 🇺🇸 NYSE/NASDAQ
Quality
45
Opportunity
25
Yield (Fwd)
3.0%
Energy

Exxon Mobil is a well-managed integrated energy leader with a pristine balance sheet, but the structural shift away from...

Updated: Jul 04 Auto re-analysis: Jul 11
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Heidelberg Materials AG

HEI.XETRA 🇩🇪 Frankfurt
Quality
40
Opportunity
25
Yield (Fwd)
1.9%
Materials

Heidelberg Materials is a financially robust global leader in building materials, but its heavy exposure to structural c...

Updated: Jul 04 Auto re-analysis: Jul 11
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SAP SE

SAP.XETRA 🇩🇪 Frankfurt
Quality
40
Opportunity
25
Yield (Fwd)
1.9%
Technology

SAP is a dominant global enterprise software provider with exceptionally high customer switching costs and a pristine ba...

Updated: Jul 04 Auto re-analysis: Jul 11
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Dassault Systemes SE

DSY.PA 🇫🇷 Paris
Quality
35
Opportunity
25
Yield (Fwd)
1.6%
Technology

Not recommended for new positions given the low 1.45% dividend yield and elevated valuation multiples. While Dassault Sy...

Updated: Jul 04 Auto re-analysis: Jul 11
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