Every new year brings the same ritual. Investors clean the slate, dust off their watchlists, and go hunting for what the market has mispriced. Most never make it past U.S. large caps. That is a mistake.If you want genuine value, the kind that gives you both margin of safety and upside torque, you have to widen the lens. That is where the Benzinga Value Ranking becomes a powerful tool, especially when you take it global.Here are the ten best international value stocks to buy now.The Benzinga Value Ranking is ...

国联民生证券主要观点如下： 智通财经APP获悉，国联民生证券发布研报称，2025年，我国自主摩企呈现高端+出海齐驱态势，同时 内销集中度逐步提升。展望2026年，中大排量摩托车内外销预计维持较高景气度，预计内/外销分别为 47.7/71.8万辆，同比+10.5%/33.0%；排量结构升级也将成为全年主旋律，预计500-800cc大排量车型占 内/外销比例将分别提升至25%/20%。 投资建议 展望2026年结构：自主摩企高端化提速排量结构持续升级 内销：头部自主摩企发力高端化突破，2025年春风动力、钱江摩托分别推出多款500cc+以上多缸机、大 排量车型，预计2026年排量升级成为全年主旋律。随着自主摩企发力高端化及用户需求持续迭代升级， 预计2025/2026国内500cc-800cc摩托车将持续提升，2025/2026占比将达到22%/25%。 出口：中大排出口结构趋于稳定，预计2025/2026年500cc-800cc排量段占比分别提升至17.4%/19.5%。 展望2026年格局：头部份额稳固中长期格局集中 2023、2024、2025M1-10中大排行业内销CR3分别45.1%、56.6%、53. ...

While Americans have pulled back on some discretionary spending, that has not impacted the motorcycle market. "The global motorcycle market size was $71.92 billion in 2024. The market is projected to grow from $75.82 billion in 2025 to $119.09 billion by 2032, exhibiting a CAGR of 6.7% during the forecast period," according to data from Fortune Business Insights. Sales will also grow in the U.S. "The motorcycle market in the U.S. is projected to grow significantly, reaching an estimated value of $8.76 ...

Core Viewpoint - The motorcycle industry is experiencing growth, with significant increases in sales for various displacement categories, indicating a positive trend in consumer demand and market dynamics [1][2][3]. Sales Data Summary - For motorcycles with displacement above 250cc, November sales reached 61,000 units, a year-on-year increase of 11.3% and a month-on-month increase of 0.2%. Cumulative sales from January to November totaled 883,000 units, reflecting a year-on-year growth of 28.3% [1]. - In the 250ml to 400ml displacement category, November sales were 35,000 units, up 12.6% year-on-year but down 2.5% month-on-month. Cumulative sales for the year reached 480,000 units, a year-on-year increase of 25.6% [2]. - For the 400ml to 500ml category, November sales were 12,000 units, down 16.8% year-on-year but up 13.8% month-on-month. Cumulative sales were 208,000 units, showing a year-on-year decline of 3.1% [2]. - In the 500ml to 800ml category, November sales were 13,000 units, a significant year-on-year increase of 55.7% and a month-on-month increase of 1.5%. Cumulative sales reached 174,000 units, reflecting a year-on-year growth of 121.1% [2]. - For motorcycles over 800cc, November sales were 1,000 units, a year-on-year increase of 6.5% but a month-on-month decrease of 37.1%. Cumulative sales for the year were 21,000 units, up 65.4% year-on-year [2]. Market Share Insights - Chuanfeng Power achieved November sales of 12,000 units in the 250cc+ category, with a market share of 20.3%, reflecting a 1.5 percentage point increase month-on-month. The cumulative market share for the year was 20.2%, up 0.4 percentage points compared to the full year of 2024 [3]. - Longxin General also reported November sales of 12,000 units in the 250cc+ category, with a market share of 19.6%, increasing by 1.4 percentage points month-on-month. The cumulative market share for the year was 14.8%, up 0.6 percentage points compared to 2024 [3]. - Qianjiang Motorcycle's November sales in the 250cc+ category were 4,000 units, down 39.7% year-on-year, with a market share of 6.8%, increasing by 0.1 percentage points month-on-month. The cumulative market share for the year was 12.4%, down 4.4 percentage points compared to 2024 [3]. Industry Outlook - The current industry perspective suggests a focus on key companies such as Geely Automobile, Xpeng Motors, BYD, Chuanfeng Power, and others, indicating a strategic interest in firms that are positioned for growth and innovation in the automotive sector [3].

Core Viewpoint - The motorcycle industry in China is experiencing mixed performance, with specific companies showing varied production and sales trends, as highlighted by recent data from the China Automotive Industry (Motorcycle) production and sales report [1]. Group 1: Company Performance - Qianjiang Motorcycle (000913) and other listed companies are part of the broader analysis of the motorcycle market in China, which includes companies like Xinlong Health (002105), Zhenghe Industrial (003033), and others [1]. - Luoyang Northern Enterprises Group Co., Ltd. reported a motorcycle production of 44,341 units in October 2025, reflecting a year-on-year decrease of 2.68% [1]. - The same company achieved sales of 47,345 units, marking a year-on-year increase of 3.57%, resulting in a production-sales ratio of 106.77% [1]. Group 2: Market Insights - The report by Zhiyan Consulting provides a comprehensive assessment of the motorcycle industry in China, projecting trends and strategies from 2026 to 2032 [1]. - The data indicates that while production has declined, sales have increased, suggesting a potential inventory clearance with 3,004 units reported as unsold [1]. - Zhiyan Consulting emphasizes its expertise in providing in-depth industry research and tailored consulting services to support investment decisions in the motorcycle sector [1].

Core Thesis - Harley-Davidson, Inc. is viewed as a deep-value investment opportunity, trading below tangible book value, indicating that the market assigns little value to its strong brand presence in the motorcycle industry [2][3]. Company Overview - Founded in 1903, Harley-Davidson is a key player in American motorcycling culture, known for its strong brand loyalty [3]. - The company's stock is currently trading at $21.25, with trailing and forward P/E ratios of 5.09 and 6.76 respectively [1]. Valuation Insights - The current market valuation suggests that Harley-Davidson's intangible assets, including its brand and financing arm, are being valued at nearly zero, reflecting investor pessimism rather than the company's intrinsic worth [3]. - A sum-of-the-parts analysis indicates that the intrinsic value of Harley-Davidson could approach the low-$30s per share, suggesting a potential upside of over 50% [7]. Challenges Faced - The company's valuation discount is attributed to both self-inflicted challenges, such as past management decisions and a shift in focus towards younger demographics, and external macroeconomic pressures like high interest rates and weak consumer sentiment [4][5]. - Recent leadership changes are aimed at refocusing on core operations and profitability, which may help address these challenges [5]. Strategic Moves - Harley-Davidson's decision to sell a 10% stake in Harley-Davidson Financial Services (HDFS) has raised investor concerns, but this move is seen as a way to de-risk the business while maintaining operational control [6]. - The transaction, which transfers $4 billion of loans off the balance sheet, is expected to bring in institutional investors like KKR and PIMCO, validating the value of HDFS [6].

Core Insights - Harley-Davidson announced leadership and organizational changes aimed at strengthening its connection with riders and dealers, enhancing operational capabilities, and reaffirming its commitment to Milwaukee as its business hub [1][9]. Leadership Changes - Jonathan Root has been appointed as Chief Financial and Commercial Officer, focusing on dealer relations and integration with Harley-Davidson Financial Services [3][10]. - Bryan Niketh will return as Chief Operating Officer, overseeing Product Management, Product Development, and Product Operations, bringing extensive experience back to the company [4][10]. - Matt Ryan has been named Chief Marketing and Technology Officer, tasked with unifying marketing, digital, and technology efforts to enhance data-driven marketing and customer engagement [5][10]. - Marcus Fischer has taken on the role of Chief Brand Officer, responsible for brand strategy and creative direction, reporting to Matt Ryan [6][10]. - Bill Davidson will serve as Special Advisor to the CEO and Brand Ambassador, focusing on product development and community engagement [7]. - Karen Davidson continues as Brand Ambassador, enhancing collaboration with marketing and brand teams [8]. Commitment to Milwaukee - The company reaffirmed its dedication to Milwaukee, particularly the historic Juneau Avenue campus, as the core of its operations [9]. - These organizational changes are part of a broader strategy to strengthen relationships with dealers and riders, positioning Harley-Davidson for future growth [9]. Company Background - Harley-Davidson, Inc. encompasses Harley-Davidson Motor Company and Harley-Davidson Financial Services, with a mission to lead the motorcycle industry through innovation and a commitment to adventure [11]. - The company aims to maintain its status as the most desirable motorcycle brand globally, offering customizable motorcycles, accessories, and experiences [11]. - Harley-Davidson also holds a controlling interest in LiveWire Group, Inc., focusing on electric motorcycles and urban adventure [11].

Harley-Davidson (HOG) is one of America’s most iconic brands. You would think that the White House’s push to boost American manufacturing would be a boon to the Wisconsin company. The share price suggests not. More News from Barchart The motorcycle manufacturer’s stock is down over 25% in 2025, including 8% since the beginning of December. From its all-time high of $75.87 in November 2006, HOG has lost 70% of its value. With this kind of shareholder value destruction, it’s easy to overlook, especially ...

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum, helping investors identify stocks likely to outperform the market in the short term [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score assesses a company's financial health and future growth potential based on projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score identifies optimal entry points for stocks based on price trends and earnings estimate changes [5] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores to highlight stocks with the best overall characteristics [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks achieving an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [7][8] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [9] Harley-Davidson (HOG) - Harley-Davidson is classified as a 3 (Hold) on the Zacks Rank, with a VGM Score of A and a Value Style Score of A, indicating attractive valuation metrics such as a forward P/E ratio of 5.72 [11][12] - The company has seen an upward revision in earnings estimates, with the Zacks Consensus Estimate increasing by $0.03 to $4.23 per share for fiscal 2025, and an average earnings surprise of +27.6% [12]

Financial Performance (First Half FY2026) - Operating profit decreased by 410% to 4381 billion yen, with operating margin declining from 69% to 41%[5] - Sales revenue decreased slightly by 15% to 106326 billion yen[5] - Profit for the period attributable to owners of the parent decreased by 370% to 3118 billion yen[5] - Operating cash flows after R&D adjustment amounted to 12813 billion yen[3] Segment Performance (First Half FY2026) - Motorcycle business operating profit increased by 130% to 3682 billion yen, with an operating margin of 192%[14, 17] - Automobile business experienced a significant decrease in operating profit, resulting in a negative operating margin of -10%[14, 20] - Financial Services business saw an operating profit of 1432 billion yen, with an operating margin of 85%[14] Full Year FY2026 Forecast Revision - Revised forecast for operating profit is 5500 billion yen, a 547% decrease compared to the FY2025 results[6, 24] - Revised forecast for profit for the year attributable to owners of the parent is 3000 billion yen, a 641% decrease[6, 24] - Sales revenue forecast revised to 207 trillion yen, a 46% decrease[6, 24] - Automobile sales forecast revised downwards from 362 million units to 334 million units[4]