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Renault SA

RNO.PA 🇫🇷 Paris
Quality
35
Opportunity
75
Yield (Fwd)
6.9%
Consumer

Renault is a major global automotive manufacturer experiencing a massive temporary earnings distortion due to a €9.3 bil...

Updated: May 16 Auto re-analysis: May 23
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Vonovia SE

VNA.XETRA 🇩🇪 Frankfurt
Quality
42
Opportunity
72
Yield (Fwd)
5.3%
Real Estate

Vonovia is Europe's largest residential real estate company, operating a highly cash-generative portfolio providing esse...

Updated: May 16 Auto re-analysis: May 23
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Naturgy Energy Group SA

NTGY.MC 🇪🇸 Madrid
Quality
45
Opportunity
70
Yield (Fwd)
8.8%
Utilities

Naturgy is a major Spanish regulated gas and electricity utility offering solid current cash flows and an attractive val...

Updated: May 16 Auto re-analysis: May 23
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Northern Oil & Gas Inc

NOG 🇺🇸 NYSE/NASDAQ
Quality
40
Opportunity
70
Yield (Fwd)
7.1%
Energy

Northern Oil & Gas is an independent energy company focused on non-operated exploration and production assets. While the...

Updated: May 16 Auto re-analysis: May 23
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Icade SA

ICAD.PA 🇫🇷 Paris
Quality
30
Opportunity
70
Yield (Fwd)
22.1%
Real Estate

Icade SA is a major French real estate company currently trading at deeply distressed valuations due to severe property ...

Updated: May 16 Auto re-analysis: May 23
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Capgemini SE

CAP.PA 🇫🇷 Paris
Quality
45
Opportunity
65
Yield (Fwd)
3.1%
Technology

Capgemini is a high-quality global IT consulting leader offering excellent cash flow generation and a very secure 3.5% d...

Updated: May 16 Auto re-analysis: May 23
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Solvay SA

SOLB.BR 🇧🇪 Brussels
Quality
45
Opportunity
65
Yield (Fwd)
8.8%
Materials

Solvay offers an attractive 8.9% yield that remains well-covered by free cash flow despite recent accounting losses and ...

Updated: May 16 Auto re-analysis: May 23
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Arkema SA

AKE.PA 🇫🇷 Paris
Quality
45
Opportunity
65
Yield (Fwd)
5.8%
Materials

While Arkema operates a prominent specialty materials business currently offering a well-covered 5.6% yield, the severe ...

Updated: May 16 Auto re-analysis: May 23
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Unibail-Rodamco-Westfield

URW.PA 🇫🇷 Paris
Quality
45
Opportunity
65
Yield (Fwd)
4.3%
Real Estate

Unibail-Rodamco-Westfield operates a premium global portfolio of retail real estate, generating robust operational cash ...

Updated: May 16 Auto re-analysis: May 23
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Unicaja Banco SA

UNI.MC 🇪🇸 Madrid
Quality
45
Opportunity
65
Yield (Fwd)
6.0%
Bank

Unicaja Banco is a well-known Spanish regional bank offering an attractive 6.2% forward yield and trading at appealing v...

Updated: May 16 Auto re-analysis: May 23
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