Industrials

Lonking makes construction machinery and industrial vehicles, with wheel loaders and forklifts at the center of the business. Recent results show healthier margins, strong cash generation, and a net cash position, while the valuation remains far below many industrial peers.

Lime runs one of the best-known shared e-bike and e-scooter platforms, serving short urban trips through a simple app-based model. Revenue has been expanding quickly, and the next phase centers on whether that scale can turn into durable profits and cash flow.

Landis+Gyr supplies smart meters, grid communications, and utility software at the center of grid modernization. Its installed base and utility relationships give it real relevance, while the key question is whether that market position can turn into steadier profits.

Kier Group is a U.K. infrastructure and construction company increasingly tied to public works, transport, utilities, and maintenance. Rising revenue, stronger cash generation, and better balance-sheet discipline make its recent progress worth a closer look.

Jungfraubahn runs the transport links and visitor ecosystem around Jungfraujoch, one of Switzerland’s best-known alpine attractions. Strong margins, low leverage, and hard-to-replicate infrastructure make it a distinctive long-term business worth a closer look.

JetBlue is a U.S. airline centered on passenger travel, with strong brand recognition in East Coast and Caribbean markets. Recent revenue growth has improved, and premium seating plus loyalty economics offer upside, but the bigger question is whether that can turn into durable profits.

Interroll makes the equipment that keeps goods moving inside warehouses, factories, and airports. The company pairs solid margins and a disciplined balance sheet with exposure to automation trends, while a future recovery in logistics investment remains the key point to watch.