Benzinga·2026-01-09 20:23Core Insights - The article emphasizes the importance of looking beyond U.S. large caps for investment opportunities, particularly in undervalued international stocks [1][3][9] - The Benzinga Value Ranking is introduced as a systematic, numbers-driven tool to identify the cheapest stocks globally based on multiple valuation metrics [2][5] Investment Strategy - Investors are encouraged to focus on the top decile of the Benzinga Value Ranking, specifically targeting non-U.S. stocks to access the cheapest part of the global market [7][9] - The current market environment is characterized by extreme valuation dispersion outside the U.S., with many profitable companies trading at low earnings multiples [4][6] Company Highlights - POSCO Holdings (NYSE:PKX): A leading steel producer in South Korea, trading at discounted multiples despite controlling high-quality assets [11] - Sasol Ltd. (NYSE:SSL): An integrated energy and chemicals company in South Africa, generating substantial cash flow but heavily discounted due to past operational issues [12] - Korea Electric Power Corp. (NYSE:KEP): The backbone of South Korea's power system, facing extreme low valuation multiples due to government pricing controls [13] - LuxExperience (NYSE:LUXE): A niche luxury travel company in the Netherlands, undervalued due to lack of investor attention rather than demand collapse [14] - Gerdau (NYSE:GGB): Brazil's largest long steel producer, trading at low multiples despite consistent cash flow generation [15] - Honda Motor (NYSE:HMC): A global manufacturing leader in Japan, undervalued due to lack of hype around its steady profits and cash flow [16] - SK Telecom (NYSE:SKM): South Korea's largest wireless carrier, undervalued due to low growth expectations despite reliable cash generation [18] - Jiayin Group (NASDAQ:JFIN): A Chinese fintech company facing regulatory uncertainty, leading to extreme valuation discounts [19] - FinVolution Group (NYSE:FINV): Another Chinese fintech platform, similarly undervalued due to regulatory challenges and investor distrust [20] - KT Corp. (NYSE:KT): A leading telecommunications provider in South Korea, generating stable cash flow but facing compressed valuation multiples [21]