XTRA:TKMS
XTRA:TKMSAerospace & Defense

Could TKMS & Co KGaA (XTRA:TKMS) Partnerships Reveal a Shift in Long-Term Competitive Positioning?

Earlier this week, Kongsberg announced its support for ThyssenKrupp Marine Systems (TKMS) as TKMS advances its bid to supply Canada with a new fleet of submarines designed for Arctic operations, featuring Kongsberg's ORCCA combat system. An important dimension of the bid is the emphasis on long-term partnerships and sustainable Canadian job creation alongside technological capability. We'll examine how this focus on local industry support and advanced systems could influence the long-term...
XTRA:SHL
XTRA:SHLMedical Equipment

Is Strong Imaging-Led Growth and Higher Cash Flow Altering The Investment Case For Siemens Healthineers (XTRA:SHL)?

Earlier this week, Siemens Healthineers reported nearly 6% year-over-year revenue growth for Q1 FY2025, with adjusted EBIT rising 11% and free cash flow expanding by a very large margin, driven primarily by strong performance in the Imaging and Varian segments. Management reaffirmed its full-year 2025 guidance of 5–6% revenue growth and stable adjusted EPS, showing continued confidence despite ongoing challenges in China and tariff risks. We'll explore how Siemens Healthineers' reaffirmed...
XTRA:ENR
XTRA:ENRElectrical

Could Siemens Energy's Oklo Deal Reveal a New Playbook for Clean Tech Partnerships (XTRA:ENR)?

On November 19, 2025, Oklo Inc. announced a binding contract with Siemens Energy to design and deliver the power conversion system for Oklo's Aurora powerhouse, commencing detailed engineering for advanced nuclear energy infrastructure at Idaho National Laboratory. This collaboration merges Oklo's expertise in advanced fission with Siemens Energy's turbine technology, highlighting Siemens Energy's growing presence as a key technology provider within the next-generation clean power...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Does Bayer’s Recent Strategic Update Signal a Real Turnaround Opportunity for 2025?

Wondering if Bayer's recent move in the markets makes it a true bargain, or just another value trap? You're not alone. Here is what really matters for investors looking for an edge. The stock has climbed 42.3% year-to-date and is up 40.0% over the last 12 months. However, it has taken a small dip of 2.9% this week, hinting at shifting moods around its growth potential and risk. Recent headlines have spotlighted Bayer's progress with new therapies and changes in its leadership team. Both...
XTRA:MRK
XTRA:MRKPharmaceuticals

Merck KGaA (XTRA:MRK): Exploring Potential Value After a Year of Underperformance

Merck KGaA (XTRA:MRK) shares have seen uneven performance lately, with modest moves over the past week and month. Investors are watching for signals that could influence the outlook for the pharmaceutical giant as market sentiment shifts. See our latest analysis for Merck KGaA. Merck KGaA’s share price has lost nearly 20% this year, with the recent uptick to €112.3 doing little to reverse a year marked by skepticism and lower total returns. While short-term price moves have been choppy,...
XTRA:DTE
XTRA:DTETelecom

Is Deutsche Telekom (XTRA:DTE) Undervalued? A Fresh Look at the Numbers After Recent Share Price Weakness

Deutsche Telekom (XTRA:DTE) stock has recently caught the attention of investors following its mixed short-term performance. Over the past month, the share price has dipped by 8%, and over the past 3 months, it has slid 12%. See our latest analysis for Deutsche Telekom. After a period of strong long-term gains, Deutsche Telekom’s momentum has been fading. Despite a modest rebound in the last week, the share price is still down since the start of the year, and the 1-year total shareholder...
XTRA:VOW3
XTRA:VOW3Auto

Are Volkswagen Shares a Bargain After 5.3% Price Dip This Week?

If you have ever wondered whether Volkswagen stock is a genuine bargain or just another headline grabber, you are in the right place. Volkswagen shares are up 23.0% over the past year, though the stock has dipped 5.3% this past week, offering both intrigue and some possible caution for investors tracking momentum and risk. Recent headlines have highlighted Volkswagen’s strategic push into electric vehicles and expanded global partnerships, supporting investor optimism with tangible shifts in...
XTRA:M12
XTRA:M12Healthcare

3 European Dividend Stocks To Consider With Up To 6.1% Yield

Amid recent developments in Europe, where the pan-European STOXX Europe 600 Index saw a notable rise of 1.77% following relief from the U.S. government reopening, investor sentiment has been tempered by cooling enthusiasm around artificial intelligence investments. In this context, dividend stocks can offer a stable income stream and potential for long-term growth, making them an attractive option for investors looking to navigate uncertain market conditions while benefiting from consistent...
DB:TNIE
DB:TNIELeisure

How Investors Are Reacting To tonies (DB:TNIE) Reconfirming Over 25% Revenue Growth Guidance for 2025

On November 13, 2025, tonies SE confirmed its earnings guidance for the financial year, projecting group revenue growth of more than 25% in constant currency and aiming to surpass €600 million in revenue. This guidance highlights continued strong business momentum and suggests that demand for tonies' audio systems and related products remains robust across key markets. We will explore how tonies' reconfirmed double-digit revenue growth outlook may reshape the company's investment narrative...
XTRA:SIE
XTRA:SIEIndustrials

How Investors May Respond To Siemens (XTRA:SIE) Expanding Its Role in China’s Grid Modernization Push

Shanghai Electric announced that it has signed a framework agreement with Siemens for the "Intelligent Grid - Medium-Low Voltage New-Type Power System Equipment Procurement Project" during the 8th China International Import Expo, aiming to drive innovation, digitalization, and decarbonization in China's energy infrastructure. This partnership highlights Siemens' expanding role in global energy transition efforts and the deepening technological collaboration between the two companies in...
XTRA:PSM
XTRA:PSMMedia

Profit Growth Amid Falling Sales Might Change the Case For Investing In ProSiebenSat.1 Media (XTRA:PSM)

ProSiebenSat.1 Media SE recently reported third quarter earnings, showing a drop in sales to €820 million but a significant increase in net income to €77 million compared to a year earlier. This improvement in profitability, achieved despite lower sales, highlights how cost management or other non-sales factors contributed meaningfully to the company's bottom line. We'll explore how ProSiebenSat.1 Media's stronger quarterly net income, despite lower sales, may impact its broader investment...
XTRA:DUE
XTRA:DUEMachinery

Dürr (XTRA:DUE) Is Down 6.1% After Reporting Net Loss and Lower Q3 Sales – What's Changed

In the third quarter of 2025, Dürr Aktiengesellschaft reported sales of €1,043.72 million and net income of €27.54 million, both lower than the prior year, while recording a net loss for the nine-month period ended September 30, 2025. This marks a shift from previous profitability to a period of losses, reflecting ongoing challenges in Dürr's primary markets and operational pressures. We'll examine how Dürr's recent shift to a net loss impacts the outlook for its future revenue growth and...
XTRA:1U1
XTRA:1U1Wireless Telecom

Can 1&1 (XTRA:1U1) Sustain Profitability With Flat Revenues in a Tough Telecom Market?

On November 11, 2025, 1&1 AG confirmed its full-year 2025 earnings guidance, projecting stable contract base and service revenue at the previous year’s level of €3,303.1 million, while reporting nine-month sales of €3,016.26 million and a net income decline to €110.71 million compared to the prior year. Despite reaffirming guidance, the company’s drop in net income and near-identical sales year-on-year highlight ongoing operational pressures in a competitive German telecom market. We'll...
XTRA:SIX2
XTRA:SIX2Transportation

Sixt (XTRA:SIX2): Assessing Valuation After Expansion Push and Strong Earnings Growth

Sixt (XTRA:SIX2) is making headlines after announcing accelerated franchise expansions in Latin America and the Caribbean, as well as launching new airport branches across the U.S. These moves come in addition to newly secured credit facilities and positive earnings momentum. See our latest analysis for Sixt. Despite Sixt’s international expansions and solid earnings growth, momentum has not quite translated into share price strength, with a year-to-date share price return of -12.1% and a...