XTRA:DBK
XTRA:DBKCapital Markets

Deutsche Bank (XTRA:DBK): Has the Share Price Rally Outrun Its Valuation?

Deutsche Bank (XTRA:DBK) has quietly turned into one of Europe’s stronger bank stock stories, with the share price nearly doubling over the past year and comfortably outpacing the wider financial sector. See our latest analysis for Deutsche Bank. That strength is not just a short burst either, with a near 94% year to date share price return and a roughly 300% five year total shareholder return signalling powerful momentum as markets reassess Deutsche Bank’s earnings power and risk profile. If...
XTRA:SIE
XTRA:SIEIndustrials

How Siemens’ Higher Dividend and Buybacks Will Impact Siemens (XTRA:SIE) Investors

Siemens Aktiengesellschaft has announced an increased annual dividend of €5.35 per share, payable on 17 February 2026, alongside continued execution of its share buyback program, which has repurchased 19.19 million shares since February 2024. This combination of a higher cash payout and ongoing share repurchases underscores Siemens’ emphasis on returning capital to shareholders while it invests in automation and digitalization opportunities such as control room solutions. We’ll now examine...
XTRA:IFX
XTRA:IFXSemiconductor

Will U.S. Patent Win and Possible Import Ban Shift Infineon Technologies' (XTRA:IFX) GaN Narrative?

In December 2025, the U.S. International Trade Commission issued a preliminary ruling that Innoscience violated one of Infineon Technologies’ gallium nitride (GaN) patents, confirming the validity of both asserted patents and potentially paving the way for a future import ban on the allegedly infringing products into the U.S. Combined with parallel wins in German courts, this decision highlights the strength of Infineon’s GaN intellectual property portfolio and its willingness to enforce it...
XTRA:TKA
XTRA:TKAMetals and Mining

Will Massive Steel Job Cuts and Restructuring Push thyssenkrupp's (XTRA:TKA) Narrative to a Breaking Point?

thyssenkrupp AG recently reported full-year 2025 results showing sales of €32,837 million and net income of €465 million, while simultaneously warning that heavy restructuring and provisions at its steel unit could push the group to a substantial net loss and negative free cash flow in the current fiscal year. Alongside spinning off its Marine Systems business and pausing or cutting capacity at key European electrical steel plants, the group’s planned 11,000 steel job reductions highlight...
XTRA:ENR
XTRA:ENRElectrical

Siemens Energy (XTRA:ENR) Valuation After Activist Push to Spin Off Underperforming Wind Business

Ananym Capital’s new activist stake in Siemens Energy (XTRA:ENR) and its call to spin off the troubled wind arm has pushed the stock back into focus, as investors reassess where future value really lies. See our latest analysis for Siemens Energy. The activist pressure lands on a stock that already has strong momentum, with a 30 day share price return of 16.06 percent and a year to date share price gain of 143.12 percent. The three year total shareholder return of 604.27 percent shows how...
XTRA:DTG
XTRA:DTGMachinery

How Investors Are Reacting To Daimler Truck Holding (XTRA:DTG) Upgrading LiDAR For Level 4 Freightliner Cascadia

Daimler Truck recently announced that its autonomous Freightliner Cascadia trucks will receive upgraded LiDAR sensors from Innoviz Technologies, with Torc Robotics integrating the technology as part of its push toward Level 4 autonomous operation. This sensor collaboration deepens Daimler Truck’s commitment to combining LiDAR, radar and camera systems to enhance safety and operational capabilities in its autonomous freight platform. We’ll now examine how this LiDAR upgrade for Level 4...
XTRA:HLAG
XTRA:HLAGShipping

Is Hapag-Lloyd Attractively Priced After 2025 Shipping Slowdown And Red Sea Disruptions?

Wondering if Hapag-Lloyd at around €122.90 is a bargain or a value trap right now? This article will walk you through what the current price is really telling us. The stock has bounced 6.6% over the last week and 4.8% over the past month, but is still down 24.3% year to date and 15.7% over the last year, which hints at shifting sentiment and possibly changing risk perceptions. Recent headlines have focused on container shipping demand normalising after the post pandemic surge. At the same...
XTRA:DB1
XTRA:DB1Capital Markets

Deutsche Börse (XTRA:DB1) Valuation: Assessing the Stock After Its Strategic Digital Assets Partnership With Kraken

Deutsche Börse (XTRA:DB1) just took a meaningful step deeper into digital assets, unveiling a wide ranging strategic partnership with Kraken that links its core trading, custody, and derivatives infrastructure directly with crypto markets. See our latest analysis for Deutsche Börse. Despite the buzz around this Kraken tie up, Deutsche Börse’s €219.5 share price has logged a 5.28 percent 1 month share price return but remains slightly down year to date. Its 5 year total shareholder return of...
XTRA:A1OS
XTRA:A1OSIT

3 European Dividend Stocks Yielding Up To 6.9%

As European markets show mixed performance, with the pan-European STOXX Europe 600 Index rising slightly on hopes of interest rate cuts in the U.S. and UK, investors are keenly observing economic indicators such as inflation and GDP revisions. In this context, dividend stocks become an attractive option for those seeking steady income streams amidst market fluctuations. A good dividend stock often combines a reliable payout history with strong fundamentals, making it a potential anchor in...
XTRA:RHM
XTRA:RHMAerospace & Defense

Rheinmetall’s 2025 Surge After 741.5% Three Year Rally

If you are wondering whether Rheinmetall is still a smart buy after its massive run up, or if the value has already been priced in, you are not alone. The stock has risen 166.6% year to date and 741.5% over 3 years, even after a recent 9.9% pullback over the last month and a 6.0% rebound in the past week. Investor sentiment has been shaped by ongoing geopolitical tensions and sustained government commitments to boost defense spending in Europe and beyond. In addition, Rheinmetall continues...
XTRA:TUI1
XTRA:TUI1Hospitality

How Investors Are Reacting To TUI (XTRA:TUI1) Record Earnings And €250 Million Airline Cost Cuts

TUI recently reported the highest annual earnings in its history, supported by a 5% rise in customer bookings to 34.7 million and 4.4% revenue growth, while also planning €250 million of cost cuts in its airlines and markets division after higher expenses and Boeing delivery delays. This combination of record profitability, strong travel demand and restructuring signals how TUI is trying to protect margins while addressing operational pressures in its airline-heavy model. We’ll now examine...
XTRA:HOT
XTRA:HOTConstruction

Why HOCHTIEF (XTRA:HOT) Is Up 5.7% After €169 Million Vulcan Energy Lithium Deal Expansion

In early December 2025, Vulcan Energy announced it had expanded its partnership with HOCHTIEF Group, appointing Sedgman and HOCHTIEF Infrastructure as Engineering, Procurement and Construction Management contractor for the Lionheart lithium extraction and central processing plants, alongside a planned €169 million investment that would make HOCHTIEF a cornerstone shareholder. This move deepens HOCHTIEF’s push into critical minerals and the energy transition value chain, giving it an...
XTRA:DHER
XTRA:DHERHospitality

Delivery Hero (XTRA:DHER) Is Up 21.8% After Launching Strategic Review Of Portfolio And Capital Allocation – Has The Bull Case Changed?

Delivery Hero recently confirmed that it is reviewing capital allocation and exploring options such as partnerships, asset sales, and other structural moves after large shareholders criticized its financial performance and portfolio strategy, following an approximate 53% share price drop over the past year that left the group valued at about €5.20 billion (US$6.10 billion). An important wrinkle is that investors and potential industry buyers are said to be particularly interested in...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Is Bayer (XTRA:BAYN) Quietly Recasting Its Growth Story Around Niche Pharma And Imaging Bets?

Over the past week, Bayer announced a slate of healthcare advances, including new clinical trials in rare kidney disease and women’s health, regulatory submissions for its imaging contrast agent gadoquatrane, and expanded U.S. clearance for its MEDRAD Centargo CT injector. Together, these moves highlight how Bayer is leaning on its pharmaceuticals and medical imaging pipeline to refresh growth drivers while addressing meaningful unmet medical needs. We’ll now explore how Bayer’s push into...
XTRA:MUV2
XTRA:MUV2Insurance

Evaluating Munich Re (XTRA:MUV2)’s Valuation Following Its Latest Share Buyback Update

Münchener Rückversicherungs-Gesellschaft in München (XTRA:MUV2) has just reported fresh progress on its ongoing share buyback, detailing another batch of repurchases that nudges the total past 2.68 million shares. See our latest analysis for Münchener Rückversicherungs-Gesellschaft in München. The buyback update lands against a backdrop of steady gains, with a roughly 10 percent year to date share price return and a powerful 5 year total shareholder return of about 168 percent, signalling...
XTRA:SAP
XTRA:SAPSoftware

Is SAP’s AI and Cloud Push Enough to Support Its Current Share Price?

Wondering if SAP at around €210 is a bargain or a bubble? You are not alone, and this breakdown is going to tackle that value question head on. Over the last week the stock has inched up about 1.0%, but that is against a tougher backdrop of a 2.6% decline over 30 days and roughly 12.0% down year to date, after still being up more than 100% over three years. Recently, SAP has stayed in the spotlight as investors focus on its push to embed AI into its core enterprise software and its ongoing...
XTRA:IFX
XTRA:IFXSemiconductor

Infineon Technologies (XTRA:IFX): Valuation Check After GaN Patent Win and Potential Import Ban Risks

Infineon Technologies (XTRA:IFX) just scored a meaningful win in its GaN patent fight, with a U.S. trade judge preliminarily finding Innoscience in violation, and a potential import ban hanging over competing products. See our latest analysis for Infineon Technologies. That backdrop helps explain why momentum in Infineon’s 1 month share price return of 14.61 percent and 90 day share price return of 17.83 percent is building, even though the 1 year total shareholder return of 13.69 percent has...
XTRA:ENR
XTRA:ENRElectrical

New Leadership and Activist Pressure Could Be A Game Changer For Siemens Energy (XTRA:ENR)

Siemens Energy has appointed Hussein Shoukry as Managing Director for the Middle East and Africa, succeeding retiring veteran Dietmar Siersdorfer, and placed him in charge of regional operations spanning 29 offices, over 4,000 employees, and about €9.00 billion in fiscal 2025 order intake. At the same time, activist investor Ananym Capital has built a significant stake and is urging Siemens Energy to prioritize its gas turbine business and consider spinning off its weaker wind power segment,...