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Vonovia SE

VNA.XETRA • 🇩🇪 Frankfurt
Quality
48
Opportunity
80
Yield (Fwd)
6.1%
Real Estate

Vonovia provides essential residential housing with resilient core rental cash flows, currently offering a deeply discou...

Updated: Oct 17 Auto re-analysis: Oct 24
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Icade SA

ICAD.PA • 🇫🇷 Paris
Quality
45
Opportunity
80
Yield (Fwd)
20.9%
Real Estate

Icade trades at an extreme valuation discount (4.95x P/FFO) and offers a massive 12.97% yield due to cyclical interest r...

Updated: Oct 17 Auto re-analysis: Oct 24
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Altarea SCA

ALTA.PA • 🇫🇷 Paris
Quality
45
Opportunity
80
Yield (Fwd)
6.2%
Real Estate

Altarea has definitively cleared its massive Primonial litigation overhang, shifting its narrative from a permanent valu...

Updated: Oct 17 Auto re-analysis: Oct 24
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Unibail-Rodamco-Westfield

URW.PA • 🇫🇷 Paris
Quality
45
Opportunity
75
Yield (Fwd)
4.6%
Real Estate

URW offers a steeply discounted valuation at 6.73x P/FFO and a well-covered 5.01% forward yield, bolstered by recovering...

Updated: Oct 17 Auto re-analysis: Oct 24
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Solvay SA

SOLB.BR • 🇧🇪 Brussels
Quality
45
Opportunity
75
Yield (Fwd)
8.9%
Materials

Solvay produces essential basic chemicals, but its operations carry heavy cyclical and carbon-intensity risks. While the...

Updated: Oct 17 Auto re-analysis: Oct 24
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Renault SA

RNO.PA • 🇫🇷 Paris
Quality
35
Opportunity
75
Yield (Fwd)
7.8%
Consumer

Renault offers a tempting deep-value setup with an 8.31% yield and an 8.31x P/E, largely because trailing earnings are a...

Updated: Oct 17 Auto re-analysis: Oct 24
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FDJ United

FDJ.PA • 🇫🇷 Paris
Quality
30
Opportunity
75
Yield (Fwd)
9.4%
Consumer

FDJ United operates an impenetrable French gaming monopoly secured until 2044, currently trading at a discounted 7.54x F...

Updated: Oct 17 Auto re-analysis: Oct 24
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Northern Oil & Gas Inc

NOG • 🇺🇸 NYSE/NASDAQ
Quality
25
Opportunity
75
Yield (Fwd)
9.3%
Energy

Northern Oil & Gas offers a compelling 6.84% yield and an optically distressed valuation driven by temporary, non-cash a...

Updated: Oct 17 Auto re-analysis: Oct 24
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M&G Plc

MNG.LSE • 🇬🇧 London
Quality
45
Opportunity
70
Yield (Fwd)
6.2%
Bank

M&G Plc offers an appealing 6.60% forward dividend yield and trades at a forward P/E of 9.98, with current statutory los...

Updated: Oct 17 Auto re-analysis: Oct 24
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Repsol S.A.

REP.MC • 🇪🇸 Madrid
Quality
45
Opportunity
70
Yield (Fwd)
4.9%
Energy

Repsol offers an attractive 9.58x P/E valuation and returns substantial capital via a combined 8.62% shareholder yield. ...

Updated: Oct 17 Auto re-analysis: Oct 24
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