Accenture
Technology / Consulting · United States
ET&A likes the company but would prefer investors to build exposure gradually.
Adidas AG
Consumer Discretionary · Germany
ET&A sees limited reason to buy aggressively or sell at the current price.
Adobe Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
AIA Group Ltd
Insurance/Financial Services · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Alibaba Group Holding Ltd
Internet Retail · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Apollo Global Management Inc
Asset Management · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Baidu Inc
Communication Services · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Barclays PLC
Banking · United Kingdom
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Berkshire Hathaway Inc
Insurance · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Blackstone Inc
Asset Management · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Booking Holdings Inc
Travel Services · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
BP plc
Oil & Gas · United Kingdom
ET&A sees limited reason to buy aggressively or sell at the current price.
BT Group plc
Telecommunications · United Kingdom
ET&A sees significant upside from the current price with an attractive risk/reward profile.
BYD
Automobile · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Capital One Financial Corp
Credit Services · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Chevron Corporation
Oil & Gas · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
China Construction Bank Corporation
Banking · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
China Mobile Limited
Telecommunications · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Citigroup Inc
Banks · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
ConocoPhillips
Oil & Gas · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
Dell Technologies Inc
Computer Hardware · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Diageo plc
Wineries and Distilleries · United Kingdom
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Frontline Tankers plc
Midstream Oil & Gas · Cyprus
ET&A sees limited reason to buy aggressively or sell at the current price.
Glencore plc
Mining/Commodities · UK & Switzerland
ET&A likes the company but would prefer investors to build exposure gradually.
HDFC Bank Ltd
Banking · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Hewlett Packard Enterprise Company
Communications Equipment · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Huntington Ingalls Industries, Inc
Aerospace & Defence · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Hyundai Motor Company
Automobile · South Korea
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Industrial and Commercial Bank of China Limited (ICBC)
Banking · China
ET&A likes the company but would prefer investors to build exposure gradually.
Intel Corp
Semiconductors · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Itochu Corporation
Conglomerate · Japan
ET&A likes the company but would prefer investors to build exposure gradually.
JD.com Inc
Internet Retail · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Kia Corporation
Automobile · South Korea
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Kuaishou Technology
Internet Content · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Kweichow Moutai Co. Ltd
Beverages · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Li Auto Inc
Automobile · China
ET&A likes the company but would prefer investors to build exposure gradually.
Lloyds Banking Group
Banking · United Kingdom
ET&A likes the company but would prefer investors to build exposure gradually.
LVMH Moët Hennessy Louis Vuitton SE
Luxury Goods · France
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Meituan
Internet Retail · Hong Kong
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Mercedes-Benz Group AG
Automobile · Germany
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Micron Technology Inc
Technology/Semiconductors · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Mitsubishi Corporation
Conglomerate · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Mitsubishi UFJ Financial Group Inc
Banking · Japan
ET&A likes the company but would prefer investors to build exposure gradually.
MP Materials Corp
Mining · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Nestlé S.A.
Packaged Foods · Switzerland
ET&A sees significant upside from the current price with an attractive risk/reward profile.
NetEase Inc.
Gaming & Multimedia · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Nike Inc
Footwear & Accessories · USA
ET&A sees limited reason to buy aggressively or sell at the current price.
Nokia
Technology/Communication · Finland
ET&A sees limited reason to buy aggressively or sell at the current price.
Novo Nordisk A/S
Pharmaceuticals · Denmark
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Oracle Corp
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
PDD Holdings Inc
Internet Retail · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Penguin Solutions Inc
Information Technology Services · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
PepsiCo Inc
Beverages · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Ping An Insurance (Group)
Insurance · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Prosus N.V.
Retail · Netherlands
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Qualcomm Inc
Semiconductors · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Realty Income Corporation
Real Estate · USA
ET&A likes the company but would prefer investors to build exposure gradually.
Reliance Industries Limited
Oil & Gas · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Rheinmetall AG
Aerospace & Defence · Germany
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Rio Tinto Ltd
Mining · Australia & UK
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Riyad Bank
Banking · Saudi Arabia
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Salesforce Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Samsung Electronics Co
Technology · South Korea
ET&A sees significant upside from the current price with an attractive risk/reward profile.
SanDisk Corp
Computer Hardware · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Saudi Aramco
Oil & Gas · Saudi Arabia
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Shell plc
Oil & Gas · United Kingdom
ET&A sees significant upside from the current price with an attractive risk/reward profile.
SK hynix Inc
Semiconductors · South Korea
ET&A sees significant upside from the current price with an attractive risk/reward profile.
SoftBank Group Corp
Telecommunications · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Sony Group Corporation
Consumer Electronics · Japan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Standard Bank Group Ltd
Banking · South Africa
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Standard Chartered PLC
Banking · United Kingdom
ET&A sees limited reason to buy aggressively or sell at the current price.
State Bank of India
Banking · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Super Micro Computer Inc
Computer Hardware · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Taiwan Semiconductor Manufacturing Company Limited (TSM)
Semiconductors · Taiwan
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Tata Consultancy Services Limited
Information Technology Services · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Tata Motors Limited
Automobile · India
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Tencent Holdings Ltd
Communications Services · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
The Home Depot Inc
Retail · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
TotalEnergies SE
Oil & Gas · France
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Trip.com Group
Travel Services · China
ET&A sees significant upside from the current price with an attractive risk/reward profile.
Uber Technologies Inc
Software · USA
ET&A sees significant upside from the current price with an attractive risk/reward profile.
UBS Group AG
Banking · Switzerland
ET&A sees limited reason to buy aggressively or sell at the current price.