Hanseatic Championship - Round 2/TA

Quest for top equity investments

We are in the second of three categories of Round 2. In "Turnaround" (see category definition here), only 23 stocks were winners in Round 1.

• Qualification (ca. 400 stocks) by country --> completed May 7

• Round 1 (241):

  • 1st: Solid Growth / Consumer (40) --> completed May 17

  • 2nd: Solid Growth / Industrials & Materials (34) --> completed May 21

  • 3rd: Solid Growth / Health Care (20) --> completed May 25

  • 4th: Solid Growth / Technology (27) --> completed May 27

  • 5th: Turnaround / Consumer & Technology (16) --> completed May 28

  • 6th: Turnaround / Industrials & Materials (34) --> completed May 30

  • 7th: Highflyer / Consumer, incl. fintechs (18) --> completed June 1

  • 8th: Highflyer / Health Care (17) --> completed June 3

  • 9th: Highflyer / Technology, incl. industrials (34)--> completed June 4

• Round 2 (119):

  • Solid Growth (64) --> completed June 16

  • Turnaround (23) --> see results below

  • Highflyer (32)

We performed the same sentiment analysis as in "Round 2 - Solid Growth". In this category, 11 stocks show an attractive combination of accelerating fundamentals and improving sentiment. These are the winners of “Round 2 – Turnaround” and will proceed to the K.O. phase:

33 Bang & Olufsen BO

34 Pandora PNDORA

35 Swatch Group UHR

36 Comet COTN

37 Elmos Semiconductor ELG

38 AMG AMG

39 Sika SIKA

40 FLSmidth FLS

41 Manz M5Z

42 Sandvik SAND

43 Sixt VZ SIX3

The HanseaticHunter

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