XTRA:NA9
XTRA:NA9IT

Assessing Nagarro (XTRA:NA9) Valuation After Earnings Guidance And Margin Commentary

Why Nagarro’s latest earnings are in focus Nagarro (XTRA:NA9) reported quarterly earnings on 21 January 2026, with investors focusing on management guidance and margin commentary as the stock saw a 3.20% intraday pullback and lighter trading activity. See our latest analysis for Nagarro. Zooming out from the earnings day move, Nagarro’s 90 day share price return of 40% contrasts with a 1 year total shareholder return decline of 15.37%. This suggests recent momentum has picked up after a...
XTRA:BAS
XTRA:BASChemicals

BASF Uses PlastIndia 2026 To Push Circular Plastics Growth Story

BASF (XTRA:BAS) plans to participate in PlastIndia 2026, a major plastics industry event. The company expects to highlight sustainability, circularity, and high-performance plastics solutions at the show. The participation focuses on supporting industry growth in one of the world's largest plastics markets. BASF operates across chemicals, materials, industrial solutions and more, so plastics are a core part of its product mix. By putting PlastIndia 2026 on its calendar, the company is...
XTRA:SAX
XTRA:SAXMedia

A Look At Ströer SE KGaA (XTRA:SAX) Valuation After Co CEO Succession Plans Are Announced

Ströer SE KGaA (XTRA:SAX) has drawn investor attention after Co-CEO Christian Schmalzl told the Supervisory Board he will not seek reappointment when his term ends in summer 2028, prompting a Management Board succession search. See our latest analysis for Ströer SE KGaA. The leadership update comes after a softer share price patch, with the stock at €35.9 following a 1-day share price return of 1.99%, a 90-day share price return decline of 10.92%, and a 1-year total shareholder return loss of...
XTRA:TMV
XTRA:TMVSoftware

Assessing TeamViewer (XTRA:TMV) Valuation After BlackRock Increases Voting Rights To 5.87%

Institutional ownership shift sparks fresh interest in TeamViewer BlackRock’s move to lift its voting rights in TeamViewer (XTRA:TMV) to 5.87% has put the remote connectivity provider back on investors’ radar and highlights how larger shareholders are positioning around the stock. See our latest analysis for TeamViewer. TeamViewer’s €5.845 share price has been volatile, with a 4.94% 1 day share price return after BlackRock’s filing, contrasting with a 90 day share price return of an 11.77%...
XTRA:OHB
XTRA:OHBAerospace & Defense

OHB (XTRA:OHB) Is Up 27.5% After Lifting Multi‑Year Guidance on ESA‑Backed Order Book

In January 2026, OHB SE raised its earnings guidance for 2026 and 2027 and issued new 2028 targets, forecasting revenues of about €1,400 million, €1,700 million and €2,000 million respectively with EBIT margins around 8–9%, underpinned by a roughly €3.10 billion order backlog. The updated outlook reflects how the European Space Agency’s record €22.30 billion budget and expanding European military space programs are feeding into OHB’s longer-term revenue visibility and profitability ambitions...
XTRA:PUM
XTRA:PUMLuxury

Puma Suede House Launch Tests Brand Reset Against Weak Share Performance

PUMA (XTRA:PUM) has launched its Suede House activation at Paris Men's Fashion Week. The launch marks the beginning of a broader brand reset focused on cultural relevance across sports, music, and fashion. The initiative centers on the Suede franchise and is planned as part of a year-long campaign targeting diverse consumer communities. PUMA enters this reset phase with its shares trading around €21.54 and a value score of 3, set against a challenging recent history. The stock shows a 31.5%...
XTRA:DHL
XTRA:DHLLogistics

Is It Time To Reassess Deutsche Post (XTRA:DHL) After A 39% One Year Rally?

If you are wondering whether Deutsche Post shares still offer value at current levels, it helps to step back from the headline share price and look at what the fundamentals suggest. The stock trades at €46.75, with a 39.0% return over the last year, despite a 3.0% decline over the past week and a flat year to date at 0.3%. Recent price moves sit against a backdrop of ongoing discussion about global trade flows, parcel volumes and the role of logistics providers in supporting e commerce and...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

How Investors May Respond To Bayer (XTRA:BAYN) Balancing Roundup Risks With New Biotech Partnerships

Bayer and Vanderbilt University Medical Center previously entered a five-year collaboration to advance therapies from target discovery through IND application, initially targeting cardiovascular and kidney diseases by combining Bayer’s research capabilities with Vanderbilt’s extensive BioVU genetic and clinical datasets. At the same time, Bayer’s outlook has been influenced by the U.S. Supreme Court’s decision to review a key Roundup case and the FDA’s orphan designation for a BlueRock...
XTRA:RWE
XTRA:RWERenewable Energy

The Bull Case For RWE (XTRA:RWE) Could Change Following $15 Billion KKR Offshore Wind Tie-Up

KKR and RWE recently agreed a 50:50 partnership to develop RWE’s Norfolk Vanguard East and West offshore wind farms in the UK, committing over US$15.00 billion to build approximately 3 GW of capacity expected to be operational by 2029 and 2030. This move underlines how RWE is pairing capital-light partnerships with long-term contracts in offshore wind and global LNG and power purchase agreements to expand its global clean energy and supply portfolio. We’ll now examine how RWE’s large-scale...
XTRA:DTG
XTRA:DTGMachinery

How Investors May Respond To Daimler Truck Holding (XTRA:DTG) Foxconn-Backed Electric Bus Venture In Japan

Daimler Truck’s Japan unit recently agreed with Foxconn to form a new company to manufacture electric buses, combining Fuso’s bus engineering with Foxconn’s zero-emission vehicle technology and manufacturing network. This cross-industry collaboration could reinforce Daimler Truck’s position in cleaner commercial transport by pairing established bus design capabilities with high-volume electric platform know-how. We’ll now examine how this new Foxconn-backed electric bus venture shapes...
XTRA:FNTN
XTRA:FNTNWireless Telecom

European Dividend Stocks To Consider In January 2026

As we enter January 2026, the European markets are showing resilience, with the pan-European STOXX Europe 600 Index ending higher amid positive economic data and earnings results. In this environment of cautious optimism, investors may find dividend stocks appealing due to their potential for stable income and capital preservation during mixed market conditions.
XTRA:SIE
XTRA:SIEIndustrials

Should Siemens’ New AI Energy Management Platform Reshape the Investment Case for Siemens (XTRA:SIE) Investors?

In May 2024, Siemens AG launched an AI-powered industrial energy management platform that enables real-time data optimization, predictive load control, and participation in automated demand response schemes to help lower operating expenses and reduce grid stress. This move highlights how Siemens is positioning itself at the intersection of industrial automation, digitalization, and grid reliability as energy systems become more intelligent and interconnected. We’ll now explore how Siemens’...
XTRA:ALV
XTRA:ALVInsurance

Does Allianz’s Responsible AI Push with Anthropic and Wrisk Reshape Its Edge in Insurance Tech (XTRA:ALV)?

In early January 2026, Anthropic announced a global partnership with Allianz SE to roll out responsible AI across the insurer’s operations, while Allianz also invested in UK insurtech Wrisk as part of its Series B funding to support international expansion and data science development. Together, the Anthropic collaboration and Wrisk investment underline how Allianz is embedding advanced AI and data capabilities into both its internal processes and external innovation ecosystem. Next, we’ll...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen Cash Flow Surprise And Cost Cuts Support Undervalued Shares

Volkswagen (XTRA:VOW3) reported a major positive surprise in its annual automotive net cash flow, materially above its previous guidance. The company also announced a new management structure that targets substantial cost savings across its operations. Both updates were released together as part of its latest annual financial communication and internal reorganization plan. Volkswagen sits at the center of the global auto industry, with a wide portfolio that spans mass market brands, premium...
XTRA:RHM
XTRA:RHMAerospace & Defense

Why Rheinmetall (XTRA:RHM) Is Down 6.4% After JPMorgan Calls Defence Stock Pullback A Buying Opportunity And Highlights Capacity And Sustainability Shifts

In recent days, Rheinmetall has drawn attention as JPMorgan analysts framed the pullback in European defence stocks as a buying opportunity, against a backdrop of rising geopolitical tensions and expanded defence budgets. At the same time, Rheinmetall’s move to adopt decarbonized steel and its expanding artillery shell capacity highlight how sustainability and scale are reshaping its role within Europe’s defence industry. We’ll now examine how growing optimism about sustained defence...
XTRA:SHL
XTRA:SHLMedical Equipment

A Look At Siemens Healthineers (XTRA:SHL) Valuation After New Avanos Co‑Marketing Agreement

Siemens Healthineers (XTRA:SHL) has drawn fresh attention after announcing a co-marketing agreement with Avanos Medical to pair its imaging systems with radiofrequency ablation tools for outpatient and interventional pain care providers. See our latest analysis for Siemens Healthineers. That co marketing move comes after Siemens Healthineers outlined plans for disciplined tuck in acquisitions at the recent J.P. Morgan Healthcare Conference. However, the 1 year total shareholder return of a...
XTRA:TKMS
XTRA:TKMSAerospace & Defense

Is TKMS & Co KGaA (XTRA:TKMS) Using AI Partnerships To Redefine Its Defense Tech Edge?

Earlier in January 2026, TKMS and Cohere signed a Teaming Agreement to explore applying advanced AI language and data-driven models to the Canadian Patrol Submarine Program, covering decision-support workflows, onboard information management, training, and secure naval interfaces under strict Canadian security and compliance requirements. This collaboration highlights TKMS’s push to embed Canadian firms in its supply chain and to pair submarine engineering expertise with enterprise AI...
XTRA:DR0
XTRA:DR0Oil and Gas

European Dividend Stocks To Consider In January 2026

As we enter 2026, the European market shows resilience with the pan-European STOXX Europe 600 Index gaining ground, buoyed by robust economic data and favorable earnings results. Against this backdrop of mixed performances across major indices such as Germany's DAX and France's CAC 40, investors may find dividend stocks appealing due to their potential for providing steady income streams amidst economic recovery.
XTRA:TKA
XTRA:TKAMetals and Mining

Thyssenkrupp (XTRA:TKA) Valuation In Focus As TKMS Defense Bid Lifts Investor Interest

Thyssenkrupp (XTRA:TKA) drew fresh investor attention after TKMS’s CEO outlined the group’s bid for a sizable Canadian defense contract, coinciding with a positive share move for both companies. See our latest analysis for thyssenkrupp. The TKMS contract news lands on top of strong momentum, with a 1 month share price return of 19.91% and a 1 year total shareholder return of 245.37%. This suggests interest has been building rather than fading. If this defense story has your attention, it...