XTRA:VNA
XTRA:VNAReal Estate

Vonovia (XTRA:VNA) Valuation Check as New Development and HR Leaders Are Lined Up

Vonovia (XTRA:VNA) is back in focus after the company reshaped its top leadership, bringing in renewables veteran Katja Wünschel as future Chief Development Officer while extending CHRO Ruth Werhahn’s mandate. See our latest analysis for Vonovia. The leadership reshuffle comes as Vonovia’s share price has drifted lower, with a year to date share price return of minus 18.48 percent but a more resilient three year total shareholder return of 25.95 percent. This suggests sentiment is cautious...
XTRA:ADS
XTRA:ADSLuxury

Is adidas Stock Mispriced After 2024 Slump and Strategy Refocus?

Wondering if adidas at €167.05 is a bargain in disguise or a value trap hiding behind a famous brand? This article is going to unpack what the current share price really implies. Despite being down 29.4% year to date and 28.6% over the last year, the stock has bounced 1.7% in the past week and 8.5% over the past month. This hints that sentiment around its 35.7% three year gain might be turning again. Recent headlines have focused on adidas refocusing its brand strategy, pushing performance...
XTRA:NCH2
XTRA:NCH2Construction

thyssenkrupp nucera (XTRA:NCH2) Q4 EPS Squeeze Undercuts Bullish Margin Recovery Narrative

thyssenkrupp nucera KGaA (XTRA:NCH2) just wrapped up FY 2025 with fourth quarter revenue of €182 million and EPS of about €0.01, capping off a year where trailing twelve month revenue came in at €845 million and EPS at €0.04. Over the last six reported quarters, the business has seen revenue move from €237 million in Q3 2024 to a peak of €262 million in Q1 2025 before landing at €182 million in Q4 2025, while quarterly EPS has swung between roughly €0.08 and slight losses. This sets the stage...
XTRA:CBK
XTRA:CBKBanks

Commerzbank (XTRA:CBK) Valuation Check After 130% One-Year Rally and Recent Share Price Strength

Commerzbank (XTRA:CBK) has been on investors radar after a strong run, with the stock up roughly 13% over the past month and more than 130% over the past year. See our latest analysis for Commerzbank. The latest move to a share price of $35.32 caps a remarkable stretch, with a triple digit year to date share price return and a 1 year total shareholder return above 130, signalling strong, persistent momentum rather than a short lived spike. If Commerzbank’s run has you rethinking where the...
XTRA:AFX
XTRA:AFXMedical Equipment

Order Growth Amid Margin Pressure Could Be A Game Changer For Carl Zeiss Meditec (XTRA:AFX)

Carl Zeiss Meditec AG has reported past full-year 2025 results showing sales of €2,227.65 million, up from €2,066.13 million, while net income eased to €141.21 million and basic EPS from continuing operations declined to €1.61. The company also set an annual dividend of €0.55 per share, as it highlighted strong order entry, a higher share of recurring revenue and accelerating Microsurgery growth, even as margins came under pressure from US tariffs and foreign exchange effects. We’ll now...
XTRA:BAS
XTRA:BASChemicals

Assessing BASF (XTRA:BAS) Valuation After a Steady Recent Share Price Climb

BASF (XTRA:BAS) has been quietly grinding higher this month, and that steady climb is catching investor attention. The stock’s recent gains sit against a mixed multi year track record and improving earnings momentum. See our latest analysis for BASF. At around $44.02, BASF’s recent 1 month share price return of just over 5% hints that sentiment is stabilising. A 1 year total shareholder return of roughly 9% points to gradually rebuilding momentum rather than a sharp rerating. If BASF’s slow...
XTRA:MRK
XTRA:MRKPharmaceuticals

Is Merck KGaA Offering an Opportunity After Recent Share Price Rebound?

If you are wondering whether Merck KGaA is quietly becoming a bargain or just a classic value trap, you are in the right place to unpack what the market might be missing. Despite being down 15.3% year to date and 12.6% over the last year, the stock has bounced about 6.4% in the past month while barely moving over the last week, which suggests sentiment could be starting to shift. That recent move comes as investors refocus on Merck KGaA's diversified exposure to life science tools,...
XTRA:P911
XTRA:P911Auto

Is Porsche Stock Still Attractive After a 20.6% Slide Amid Premium Valuation Concerns?

Wondering if Dr. Ing. h.c. F. Porsche is a bargain hiding in plain sight, or a value trap in the making? Here is a breakdown of where the market might be mispricing this iconic sports car brand. The stock has slipped 0.1% over the last week, bounced about 4.3% in the last month, but is still down 20.6% year to date and 17.2% over the past year, reflecting a cautious shift in sentiment after a tough multi year slide of 44.8%. Recent headlines have focused on the broader auto sector's...
XTRA:VOW3
XTRA:VOW3Auto

Does the Recent Rally and EV Pivot Leave VW Shares Still Attractive in 2025?

Wondering if Volkswagen is still a value play or if the easy money has already been made? Here is a breakdown of what the current share price is really implying, and where the valuation story might be heading next. Volkswagen's share price has been choppy in the short term, down 2.8% over the last week, but it is still up 9.9% over the past month, 19.2% year to date, and 27.1% over the last year, which suggests sentiment has been steadily improving. Recent headlines have focused on...
XTRA:SIE
XTRA:SIEIndustrials

Siemens (XTRA:SIE): Is the Recent Share Price Strength Justified by Its Current Valuation?

Siemens (XTRA:SIE) has quietly outperformed the wider European industrials group this year, and with the share price up roughly 4 % over the past month, investors are asking what is driving the momentum. See our latest analysis for Siemens. That momentum sits on top of a strong backdrop, with a roughly 23 % year to date share price return and multi year total shareholder returns comfortably ahead of many European peers. This suggests investors are leaning into Siemens digital and automation...
DB:NVQ
DB:NVQIT

Exploring Aplicaciones y Tratamiento de Sistemas And 2 Other European Small Caps with Solid Foundations

In the current European market landscape, major stock indexes have shown mixed performance, with Germany's DAX and Italy's FTSE MIB experiencing gains while France's CAC 40 and the UK's FTSE 100 faced declines. Amidst these fluctuations, small-cap stocks can offer unique opportunities for investors due to their potential for growth and resilience in diverse economic conditions. Identifying promising small-cap companies often involves looking at those with solid foundations and strong...