TPEx: 6488 · ~US$13bn

Q2 2026 revenue up 8.8% sequentially to NT$15.2bn with EPS of NT$7.90 against NT$3.52, running near-full utilisation across its 12-inch, 8-inch and GaN lines while margin still carries 2025 contract pricing and Texas ramp costs.

Nasdaq Stockholm: SILEX · ~SEK 20bn

The world's leading pure-play MEMS foundry, number one for five consecutive years on ~15% global share, compounding sales at ~17% a year since 2015 to SEK 1,385m with EBIT margin rising from 27% to 34% in Q1 2026.

Nasdaq: BLKB · ~US$1.8bn

Category leader in social-impact software, hitting Rule of 40 two years early and launching the first agentic AI product for the sector, with US$878m of buyback authority running against a share price 60% off its high.

Nasdaq Stockholm: EXS · ~SEK 1.5bn

Nordic business-software group pairing recurring software and SaaS with implementation and advisory across finance, ERP, BI, e-commerce and CRM, expanding from Sweden into Norway, Denmark and the Benelux through selective acquisition.

TSX: ENGH · ~CA$880m

Twenty-five years of compounding under founder-CEO Steve Sadler, with CA$260m cash, zero debt, 70% recurring revenue and a 16% ten-year dividend CAGR, trading at roughly 8x EV/EBITDA against Canadian roll-up peers at 25–40x.

Xetra: TPE · ~€750m

Record Q1 2026 order intake of €121.6m, up 164% year on year, against trough FY2025 earnings, with management guiding revenue above €300m from 2027 toward a €500m midterm target.

Frankfurt: 1INN · ~€670m

Founder-led German R&D-tax-credit SaaS that grew H1 2025 revenue 93% to €44.1m at a 54% EBIT margin, trading 42% below its May 2025 listing price at roughly 14x annualised EBIT.

Xetra: NA9 · ~€440m

Global digital engineering group with FY 2025 revenue of €999m across a 36-country delivery footprint and the Genome AI platform, at roughly 7.2x forward earnings against continental IT-services peers at 10–18x.

TSX: TINY · ~CA$400m

Berkshire-inspired Canadian technology holding company with Q1 2026 revenue of CA$51.5m and recurring revenue up 80% year on year to CA$17.6m, founder Andrew Wilkinson holding 64.3%.

BME Growth: IZER · ~€289m

Spanish digital-transformation consultancy delivering AI and data, cloud, cybersecurity, software engineering and blockchain to enterprise and public-sector clients, compounding across Europe and the Americas through organic growth and acquisition.

LSE: FDM · ~£141m

Debt-free IT professional-services group on a ~7% dividend yield, built on a Train and Hire consultant model, working through a cyclical revenue reset to ~£178m with an AI-led repositioning and a leaner cost base.

Nasdaq Helsinki: DETEC · ~€130m

Finnish X-ray detector specialist across medical CT, security screening and industrial sorting, with Q1 2026 revenue up 8.6% and net income up 133%, on a 3.5% dividend yield at the 52-week low.

Nasdaq: RDWR

Israeli cybersecurity vendor specialising in application security and DDoS protection — a niche enterprise security play.

Nasdaq Stockholm: HTRO

Swedish fibre-optic network solutions provider with a sector-leading position in fibre-to-the-home build-out across Europe, the US and Asia.

Xetra: NFN · ~€130–250m

European cloud PBX specialist serving 600,000-plus business users across roughly 15 countries on the Cloudya platform, adding AI voice analytics and Microsoft Teams integration to a recurring SaaS base.

SSE: 600718 · Shenyang, China

China's first listed software company, spanning enterprise IT services, intelligent-vehicle software, medical equipment and health IT, with over 20,000 staff and international delivery centres.

Oslo: KOG

Norwegian defence, aerospace, maritime and digital industrial group — a defence-tailwind compounder with a backlog at record levels.

Xetra: HOT · MDAX

Major German and global construction and infrastructure group, majority-owned by ACS Spain, with a data-centre construction backlog driving recent re-rating.

LSE / BME: IAG

Parent of British Airways, Iberia, Aer Lingus and Vueling — a diversified European flag-carrier group at a normalised cycle valuation.

Nasdaq Stockholm: BEIJ B

World number two wholesale distributor of HVACR products — a secular beneficiary of the refrigerant transition and growing cooling demand.

Borsa Italiana: ENAV · ~€2.7bn

Sole provider of civil air-navigation services in Italian airspace, managing around two million flights a year on ~€1.02bn of regulated revenue, with an air-traffic-management technology arm exporting to over 100 customers worldwide.

NYSE: SLGN · ~$4.2bn

22 consecutive years of dividend increases at ~14x earnings near the 52-week low, with medical-packaging M&A optionality.

BME: CAF

Spanish manufacturer of rolling stock and rail signalling, plus integrated transport solutions — a structural rail-spending compounder.

Vienna Prime: KTCG · ~€77m

Global tolling and ITS provider founded in 1892 on roughly €530m of revenue, at an all-time-low share price after a nine-month shortfall.

Xetra: INH · ~€776m

German Mittelstand roll-up of 40-plus wholly-owned engineering, automotive, metals, construction and medtech companies with 8,157 employees, on a 4.05% yield at ~6.3x EV/EBITDA against UK peers at 15–25x.

Nasdaq Stockholm: COOR · ~SEK 5.0–5.6bn

The leading provider of integrated facility management in the Nordics on ~SEK 12.5bn of revenue and ~10,000 employees, paying a ~4.6% dividend under a ~50%-of-adjusted-profit policy.

Nasdaq Stockholm: FAG · ~US$344m

European professional-lighting group of twelve brands including iGuzzini and WE-EF on ~US$823m of revenue and ~4,000 employees, geared to LED and smart-lighting adoption after a cyclical construction downturn.

SIX: AUTN · ~CHF 850m

Global leader in vehicle acoustic and thermal management, lifting FY25 net profit 14.6% to CHF 80.2m and raising its distribution to CHF 3.20 through a weak auto market, at ~0.4x sales with EV content in battery shields and e-motor encapsulations.

Nasdaq Helsinki: KEMPOWR

Finnish modular DC fast-charging manufacturer with Q1 2026 revenue up 54% and North America up 230%, executing a 2026–2030 strategy targeting top-three global scale and a 10–15% EBIT margin.

Nasdaq: ESEA · ~US$485m

Pure-play feeder and intermediate containership owner-operator with 21 vessels at 61,144 TEU growing to 31 vessels by Q1 2029, earning US$30,354 daily TCE on a 4.95% dividend yield.

TWSE: 1416

Taiwan-listed industrial-materials and specialty-chemicals distributor with diversified exposure to electronics, plastics and chemicals supply chains.

LSE: JHD · ~£516m

Global commercial flooring manufacturer since 1914 across the Polyflor, Polysafe, Expona, Camaro and Karndean brands, with 47 consecutive years of dividend increases on a 7.1% trailing yield.

BIT: BMED · ~€13.5bn

Family Banker advisory network compounding at +205% five-year total return, with Q1 net income of €277m, a ~6.7% yield and a strategic Mediobanca stake.

SIX: BCVN · ~CHF 10bn

H1 2026 net profit up 5% to CHF 225m on income up 2% and costs up just 1%, following a CHF 430m 2025 that was the second best in the bank's history, on the most diversified revenue mix among Swiss cantonal banks.

Nasdaq: FRHC

Kazakhstan-headquartered diversified financial services group spanning brokerage, banking, insurance and telecom, with a US listing giving developed-market disclosure on frontier-market growth.

Nasdaq: FFBC · ~US$3.2bn

Record adjusted Q2 2026 EPS of US$0.80 at ~19.7% adjusted ROTCE with a ~4.00% NIM and 7% loan growth, executing a Chicagoland roll-up that lifts pro-forma metro deposits ~75% to over US$4bn.

LSE: MTRO · ~£780m

FY 2025 delivered record underlying profit of £98m and a record 3.17% NIM, yet the shares trade at ~14x earnings and roughly 60% below the ~266p consensus target.

LJSE: POSR

Slovenian reinsurer and primary insurer group with a regional Adriatic footprint at a discounted valuation versus Western European peers and high CET1.

Oslo: SRBNK

South Norway's leading regional bank, formed by the 2025 merger of SR-Bank and SpareBank 1 Sørøst, with a strong CET1 and ROE profile in Nordic regional banking.

NYSE: NIC

Wisconsin-based US community bank growing organically and through acquisitions across the upper Midwest — a high-performance regional bank at conservative multiples.

BME: LDA

Spanish direct-to-consumer motor and home insurer with strong digital distribution — pure-play P&C insurance in the Iberian market.

Nasdaq: REFI · ~US$234m

Senior-secured lender to state-licensed US cannabis operators structured as a commercial mortgage REIT, paying a maintained US$1.88 annualised dividend at roughly 7.8x earnings.

BCBA: BYMA · Buenos Aires

Argentina's sole national stock exchange and central securities depository, delivering FY 2025 revenue up 77% to ARS 256.8bn and net income of ARS 172.4bn at a 67% margin, with the Nasdaq-powered custody platform live.

Budapest · Hungary

One of Hungary's largest banks, formed from the MKB, Budapest Bank and Takarék merger, holding leading retail, corporate, agricultural and SME positions through a nationwide network.

NYSE: CRCL

US-listed issuer of the USDC dollar stablecoin and operator of the regulated digital-dollar infrastructure stack — the fintech rails of tokenised dollars.

Nasdaq: RAPP · ~US$1.8bn

Precision-neuroscience company whose lead asset RAP-219 cleared its FDA End-of-Phase-2 meeting and entered Phase 3 in focal onset seizures, with ~US$490m cash and runway into H2 2029.

NYSE American: CATX · ~US$500–650m

Targeted alpha radiopharmaceutical oncology company with four active clinical programmes led by [212Pb]VMT-alpha-NET in neuroendocrine tumours, 76% of patients alive and progression-free in interim data, and ~US$174m cash.

Euronext Paris / Nasdaq: ABVX

Obefazimod delivered ~50% Week-44 remission versus 10.4% placebo in Phase 3 ulcerative colitis maintenance, with €491.6m cash and a US NDA planned for late Q4 2026.

Xetra: HEI · DAX

World's number two cement company with global building-materials operations — a structural beneficiary of carbon pricing and CCS in cement.

LSE / TSX: EDV · ~CA$20bn

1Moz+ West African gold producer whose record Q1 2026 delivered $613m of free cash flow and a swing to $405m net cash, with a ~2.3% yield.

NYSE: HL · ~$13bn

The largest US silver producer — record sequential Q1 revenue of $411m, a debt-free balance sheet and all four mines free-cash-flow positive.

Vienna: WIE · ~€2.2bn

World's largest brick producer and a leading supplier of facade, roofing and water-management piping systems across roughly 30 countries in Europe and North America.

Nasdaq: CRML · ~US$1.8bn

Building two Western supply-security assets — the 92.5%-owned Tanbreez heavy rare-earth project in Greenland and the fully permitted Wolfsberg lithium project in Austria — with a 15-year REalloys offtake for 15% of output.

NYSE: NMG / TSX: NOU

Took Final Investment Decision on Phase-2 Matawinie in Québec, backed by a US$309.5m equity package from the Canada Growth Fund, Investissement Québec and Eni plus a US$335m EDC and CIB debt facility.

Athex / Euronext Brussels: TITC

International cement and building-materials producer with operations in the US, Greece, South-East Europe and Egypt — Mediterranean cement plus US infrastructure exposure.

TSXV: WRLG / OTCQX: WRLGF

Madsen reached commercial production in January 2026 with Q2 gold output up 51% sequentially, mining above the 800 tpd permitted mill rate, guiding to 35,000–45,000 oz for the year.

TSXV: ITR / NYSE American: ITRG

Great Basin producer with Florida Canyon generating 70–75k oz at a 40% operating margin, plus the DeLamar and Nevada North development pipeline.

Nasdaq / TSXV: VOXR

Mining royalty and streaming company with a diversified portfolio of precious-metals royalties — low-cost levered exposure to producer revenue.

NYSE: RYAM

World leader in high-purity cellulose specialties for industrial, food and pharmaceutical end markets — a specialty materials play with rebound optionality.

SIX: GIVN · CHF 26.9bn

131 years of compounding in taste and scent, an 18.5% EBIT margin business trading ~30% below its 52-week high.

NYSE: TRNO · ~$7.0bn

Six coastal infill logistics markets at 96.3% occupancy with consistent rent mark-to-market gains — a best-in-class industrial REIT in the most supply-constrained US markets.

LSE: PHP · ~£1.5–2bn

FTSE 250 healthcare REIT owning modern primary-care medical centres across the UK and Ireland on long leases to GPs, the NHS and HSE, producing government-backed, index-linked income with a long progressive-dividend record.

TASE: AZRG

Israel's leading shopping-mall and office REIT with growing data-centre exposure through Green Mountain in Norway — a diversified property compounder.

Nasdaq Stockholm: DIOS · ~SEK 9bn

354 properties and a SEK 31bn portfolio across northern Sweden, with a record SEK 1,711m operating surplus and a CEO buying stock in the open market.

SIX

Zurich-listed German residential property group; December 2025 sold ~2,000 units across 25 cities, roughly 38% of the non-strategic portfolio, with a March 2026 positive preliminary FY 2025 and convertible bond tender.

Nasdaq Stockholm: HEBA B · ~SEK 4.8–5.1bn

Stockholm residential landlord since 1952 owning rental housing, youth housing, nursing homes and community property across the Stockholm-Mälaren region, trading at a discount to a SEK 35 analyst target.

NYSE American: STRW

US triple-net lease REIT focused on skilled nursing and healthcare properties — a defensive healthcare-real-estate yield play.

EGX: PHDC · ~EGP 24bn

One of Egypt's leading developers, building integrated communities across West and East Cairo, Alexandria and the North Coast on a 30-million-plus-sqm land bank, with five hotels, three sports clubs and 32.6% of Taaleem.

LSE: HTG

UK-listed global oilfield services and precision-engineered manufactured products group, levered to US shale and international drilling activity.

NYSE: NAT · ~US$1.18bn

Pure-play Suezmax crude tanker owner with an 18-vessel fleet plus two newbuilds for 2028, having paid 115 consecutive quarterly dividends since 1996, with Q1 2026 net income of US$46.3m exceeding full-year 2025.

Wiener Börse: SBO · ~€462m

Austrian precision-engineering and oilfield-equipment specialist founded in 1862, spanning high-strength non-magnetic steels and additive manufacturing alongside drilling motors and well-completion, with 1,533 employees.

LSE AIM: JSE · ~£166m

Asia-Pacific producer delivering record FY2025 output of 19,829 boe/d, with Vietnamese government approval of the Nam Du / U Minh field development plan booking 32 MMboe of initial 2P reserves.

LSE AIM: RKH

UK-listed oil and gas explorer focused on the Sea Lion field offshore the Falkland Islands — a long-dated development story with material upside on FID.

Euronext Amsterdam: SIFG

Dutch market leader in monopile foundations for offshore wind — a critical-equipment supplier to the European offshore wind buildout.

BIT: ERG · ~€3.2bn

Italy's leading independent onshore wind operator and a top-ten European wind producer across nine countries, with Q3 2025 EBITDA up 9% to €119m and a ~4.3% dividend yield.

NYSE: VAC · ~$3.0bn

~120 vacation-ownership resorts and ~700,000 owner families on a ~3.7% yield, with post-Q1 restructuring under an interim CEO and a Goldman Sachs upgrade to Buy.

Nasdaq Stockholm: BILI-A · ~SEK 13.5bn

One of Europe's largest full-service car-ownership groups across Sweden, Norway, Luxembourg and Belgium, with a recurring service business driving roughly 60% of operating earnings on ~SEK 38.5bn of revenue and a ~4–5% yield.

TSE: 9166 · ~US$672m

Japanese entertainment roll-up built on the GiGO arcade network acquired from Sega, plus karaoke, photo studios, F&B and merchandising across ~1,100 locations and ~13,000 mini-locations in Japan, the US, Europe and Asia.

BIT: EM · ~€150m

49% gross-margin outdoor-power-equipment maker trading at 2–3x EV/EBITDA against Husqvarna's 7–9x, across the Oleo-Mac, Efco, Bertolini, Comet and IPC brands.

NYSE: SGHC · ~$5bn

Parent of Betway and Spin; record Q1 2026 with revenue up 18% and adjusted EBITDA up 36%, with FY guidance reaffirmed above $2.55bn revenue.

Nasdaq Stockholm: TELIA

Nordic and Baltic incumbent telecom carrier with sizeable B2B and digital services exposure — a diversified telecom yield play.

NYSE: NXDR · ~$650m

Q1 revenue up 14% with a $100m buyback and founder Nirav Tolia back as CEO driving the platform relaunch.

Vienna: ETS · ~€754m

Pure-play CEE tower operator with 13,500-plus sites across Austria, Bulgaria, Croatia, Slovenia, North Macedonia and Serbia, a top-30 global tower company with A1 as anchor tenant and Fitch positive investment-grade.

SIX: ARYN

International specialty bakery; FY 2025 revenue €2.223bn with organic growth of 1.5%, EBITDA €306.9m at a 13.8% margin and €120m free cash flow, targeting mid-term EBITDA of 15% or better.

Euronext Brussels: SIP · ~€815m

Sustainably certified palm oil with bananas, rubber and tea across 85,800 hectares; ~9.6x trailing P/E after a +205% five-year shareholder return.