XTRA:NDX1
XTRA:NDX1Electrical

Assessing Nordex (XTRA:NDX1) Valuation After Fresh Global Wind Turbine Order Wins

Nordex (XTRA:NDX1) has been in focus after securing a series of sizeable turbine orders across Spain, France, Belgium, Portugal, and Canada, many paired with long-term service agreements that extend revenue visibility. See our latest analysis for Nordex. These fresh turbine contracts arrive after a strong run in the stock, with a 90 day share price return of 38.89% and a 1 year total shareholder return of 164.96%, suggesting momentum has recently been building. If Nordex's recent contract...
XTRA:BMW
XTRA:BMWAuto

What Bayerische Motoren Werke (XTRA:BMW)'s China Price Cuts and Buybacks Mean For Shareholders

In early January 2026, Bayerische Motoren Werke AG continued its 2025–2027 share buy-back programme, repurchasing 390,000 ordinary shares across venues such as Xetra and CBOE Europe, with detailed transaction data disclosed on the company’s website. More recently, BMW responded to a 10.4% China sales decline and a much sharper New Energy Vehicle drop by cutting prices on 31 key models by up to 24% and accelerating local partnerships to reinforce its position in the world’s largest auto...
HMSE:CE2
HMSE:CE2Oil and Gas

CropEnergies (HMSE:CE2) Valuation Check After Muted Share Price Performance And DCF Indicated Discount

CropEnergies (HMSE:CE2) has drawn fresh attention after recent price moves, with the share last closing at €13.65. For investors, the key question now is how this aligns with its current valuation. See our latest analysis for CropEnergies. Recent share price moves for CropEnergies have been fairly muted, with a 90 day share price return of 0.66% and a year to date share price return of 0.36% decline. The 1 year total shareholder return is close to flat, which suggests momentum is currently...
XTRA:FRE
XTRA:FREHealthcare

How Fresenius Kabi’s T Cell Automation Deal At Fresenius SE KGaA (XTRA:FRE) Has Changed Its Investment Story

Earlier this week, Fresenius Kabi and TQ Therapeutics announced a development agreement giving Fresenius Kabi exclusive rights to integrate TQ’s proprietary cell selection technology into its Cue Cell Processing System for automated, high‑purity T cell isolation in cell and gene therapy manufacturing. This collaboration could materially enhance Fresenius’s position in advanced therapies by pairing TQ’s affinity-based cell isolation with Fresenius Kabi’s automation capabilities, potentially...
XTRA:VOW3
XTRA:VOW3Auto

Audi’s Delivery Slump in China and North America Could Be A Game Changer For Volkswagen (XTRA:VOW3)

Audi, part of Volkswagen Group, reported in the past a 2.9% decline in 2025 deliveries to 1.62 million vehicles, with a 5.0% drop in China and a 12.2% slide in North America, partly linked to stronger competition and U.S. tariffs. This slowdown at Audi highlights pressure on Volkswagen’s premium segment in two of its most important regions, raising questions about group-wide demand resilience and pricing power. We’ll now explore how Audi’s weaker deliveries, particularly the China slowdown,...
XTRA:TKMS
XTRA:TKMSAerospace & Defense

A Look At TKMS & Co KGaA (XTRA:TKMS) Valuation After New AI Teaming Agreement With Cohere

Why the TKMS & Co KGaA teaming move with Cohere matters for investors TKMS & Co KGaA (XTRA:TKMS) is drawing attention after signing a teaming agreement with Cohere to explore advanced AI across the Canadian Patrol Submarine Program, including decision support, training, and secure naval interfaces. The collaboration focuses on research, prototyping, and evaluation activities that are designed to meet Royal Canadian Navy and Government of Canada security and compliance requirements, while...
XTRA:SHA0
XTRA:SHA0Auto Components

Schaeffler (XTRA:SHA0) Valuation Check After Robotics Partnership With Humanoid

Schaeffler (XTRA:SHA0) is back in focus after announcing a technology partnership with UK based Humanoid, centered on actuators for humanoid robots and plans to deploy hundreds of these robots in its own factories. See our latest analysis for Schaeffler. The technology partnership headlines arrive alongside strong recent momentum, with a 38.2% 1 month share price return and a 75.8% 3 month share price return. The 1 year total shareholder return of 149.2% points to a powerful longer term...
XTRA:BAS
XTRA:BASChemicals

Assessing BASF (XTRA:BAS) Valuation As Nordlicht Offshore Wind Project Reaches Key Investment Milestone

BASF (XTRA:BAS) is back in focus after partner Vattenfall confirmed the final investment decision for the Nordlicht offshore wind cluster in Germany, a large project tied to BASF’s long term renewable energy sourcing. See our latest analysis for BASF. Nordlicht’s progress comes as BASF’s share price, at €46.29, posts a 7-day share price return of 4.44% and a 90-day share price return of 6.41%, while the 1-year total shareholder return sits at 10.47%. This suggests gradually improving momentum...
XTRA:P911
XTRA:P911Auto

Does Porsche's (XTRA:P911) 2025 Delivery Decline Reframe Its Premium Brand And Demand Narrative?

Dr. Ing. h.c. F. Porsche AG has reported past full-year 2025 worldwide deliveries of 279,449 vehicles, down from 310,718 a year earlier, and confirmed that its annual financial reports will be published on March 11, 2026 on its investor relations website in German and English. This combination of softer delivery volumes and upcoming detailed financial disclosures gives investors fresh information about Porsche’s recent operating performance and demand trends across its global markets. With...
XTRA:ZAL
XTRA:ZALSpecialty Retail

Assessing Zalando (XTRA:ZAL) Valuation After Investor Seminar Signals Higher Profit And Cash Flow Potential

Why Zalando’s New York investor seminar matters for the stock story Zalando (XTRA:ZAL) is back in focus after its presentation at the German Investment Seminar in New York, where management highlighted the potential for higher profits and stronger cash generation in coming years. See our latest analysis for Zalando. The recent seminar comes after a mixed stretch for the stock, with a 2.4% 1 month share price return and a 3.4% 3 month share price decline. The 1 year total shareholder return is...
XTRA:IFX
XTRA:IFXSemiconductor

Infineon Technologies (XTRA:IFX) Valuation After Zacks Rank Strong Buy Upgrade

Infineon Technologies (XTRA:IFX) has just been added to the Zacks Rank #1 (Strong Buy) list. This move signals improving sentiment around its earnings outlook and is drawing fresh investor attention. See our latest analysis for Infineon Technologies. The recent analyst upgrade comes after a strong run in the share price, with a 30 day share price return of 15.57% and a 90 day share price return of 28.17%. The 1 year total shareholder return of 25.59% and 3 year total shareholder return of...
XTRA:EBK
XTRA:EBKElectric Utilities

How EnBW’s Exit From UK Offshore Wind And €1.20bn Impairment At EnBW (XTRA:EBK) Has Changed Its Investment Story

EnBW Energie Baden-Württemberg has in the past decided to discontinue its UK offshore wind projects Mona and Morgan after missing government Contracts for Difference support and judging the schemes uneconomic amid higher supply chain costs, lower power prices, higher interest rates and implementation risks, triggering a €1.20 billion impairment in its 2025 accounts while keeping its adjusted EBITDA outlook unchanged. This move highlights how EnBW is willing to walk away from large-scale...
XTRA:SZU
XTRA:SZUFood

Assessing Südzucker (XTRA:SZU) Valuation After Earnings Swing Back To Quarterly Profit

Südzucker (XTRA:SZU) drew fresh attention after reporting third quarter and nine month earnings, with sales lower year over year but the quarter swinging from a €119 million loss to a €3 million profit. See our latest analysis for Südzucker. At a share price of €9.49, Südzucker’s recent earnings swing back to a quarterly profit has coincided with a 4.4% year to date share price return. However, the 1 year total shareholder return of 4.68% decline and 3 year total shareholder return of 29.25%...
XTRA:SRT3
XTRA:SRT3Life Sciences

How Sartorius’ ISCC Plus Push Into Bio‑Circular Consumables At Sartorius (XTRA:SRT3) Has Changed Its Investment Story

In January 2026, Sartorius AG expanded its bio-circular product offering for more sustainable bioprocesses, with additional production hubs in Göttingen, Germany, and M'Hamdia, Tunisia now certified under the International Sustainability and Carbon Certification (ISCC Plus) scheme, enabling broader use of certified renewable raw materials across filters and single-use fluid management technologies. This certification push, which now spans sites in Germany, Tunisia, France, and the UK,...
XTRA:LHA
XTRA:LHAAirlines

Deutsche Lufthansa (XTRA:LHA) Is Down 6.9% After Barclays Flags Rising Labor And Fleet Risks

Earlier this week, Barclays downgraded Deutsche Lufthansa to Underweight, citing increased labor risks from potential pilot strikes and ground staff wage demands, alongside fleet renewal setbacks and delays in FAA approval for its new business class seats. The bank also questioned Lufthansa’s acquisition of ITA Airways, arguing that deal-related financial pressures could intensify existing labor and operational challenges across the group. We’ll now examine how heightened labor risks,...
XTRA:RWE
XTRA:RWERenewable Energy

RWE (XTRA:RWE) Is Up 5.9% After Tapping KKR To Co-Fund Massive UK Offshore Wind Build-Out

In recent days, KKR and RWE announced a 50:50 partnership to develop and operate the Norfolk Vanguard East and West UK offshore wind farms, a roughly 3GW complex off East Anglia that is expected to cost more than US$15.00 billion and start operating around 2029–2030 under UK Contracts for Difference. This agreement, alongside RWE securing 6.90 GW of UK offshore wind CfDs, highlights how the company is using co-investment to scale capital-intensive renewables while sharing risk and funding...