XTRA:HAG
XTRA:HAGAerospace & Defense

Assessing Hensoldt (XTRA:HAG) Valuation After Major Night Vision Contract Win

Hensoldt (XTRA:HAG) has attracted fresh attention after securing a large follow up contract for 104,000 Mikron night vision devices, as well as long term maintenance, for the Bundeswehr and Belgian armed forces. See our latest analysis for Hensoldt. That contract arrives after a strong run in the share price, with a 7 day share price return of 19.5% and 30 day share price return of 25.93%, even though the 90 day share price return shows a 13.13% decline. Over the longer term, total...
XTRA:MRK
XTRA:MRKPharmaceuticals

Merck KGaA (XTRA:MRK) Valuation Check After Mixed Earnings And Fertility Segment Growth

Merck KGaA (XTRA:MRK) is back in focus after mixed financial updates, with one quarter showing an 11.8% profit decline despite 5.3% net sales growth, and another highlighting 4.7% organic revenue growth and higher EBITDA. See our latest analysis for Merck KGaA. The recent mixed earnings messages seem to align with Merck KGaA’s price action, with a 10.3% 1 month share price return and a 10.5% 3 month share price return contrasting with a 1 year total shareholder return decline of 8.3%. This...
XTRA:BAS
XTRA:BASChemicals

Fluor Finishes BASF Zhanjiang Works Might Change The Case For Investing In BASF (XTRA:BAS)

Fluor Corporation has completed mechanical works on BASF’s Zhanjiang Verbund project in China, the company’s largest investment to date, after more than 75 million work hours without a Lost Time Injury. Once fully running, the Zhanjiang site is set to become BASF’s third-largest Verbund hub worldwide, reinforcing its footprint in China’s vast chemicals market. We’ll now examine how mechanical completion of the Zhanjiang Verbund site could influence BASF’s investment narrative and future...
XTRA:FME
XTRA:FMEHealthcare

A Look At Fresenius Medical Care (XTRA:FME) Valuation After Recent Share Price Weakness

Fresenius Medical Care (XTRA:FME) is back on investors’ radar after recent share price swings, with returns over the past 3 months and year both in negative territory despite a positive 3 year total return. See our latest analysis for Fresenius Medical Care. With the share price at €39.50 and a 90 day share price return decline of 15.05%, recent momentum looks weaker, even though the 3 year total shareholder return of 30.31% is still positive. If Fresenius Medical Care has you reassessing...
XTRA:RDC
XTRA:RDCConsumer Retailing

Will Redcare Pharmacy's (XTRA:RDC) Jump to €2.9 Billion Sales Reshape Its Investment Narrative?

In early January 2026, Redcare Pharmacy NV reported that fourth-quarter 2025 group sales rose to €794 million from €675 million a year earlier, with full-year 2025 revenue reaching €2.90 billion versus €2.40 billion in 2024. This step-up in quarterly and annual sales underlines how Redcare Pharmacy is converting its expanding digital pharmacy footprint into materially higher revenue scale. Next, we’ll examine how this stronger revenue base, particularly the uplift to €2.90 billion in 2025...
XTRA:SHL
XTRA:SHLMedical Equipment

Is Siemens Healthineers (XTRA:SHL) Quietly Redefining Its Moat With AI‑Enabled Portable Ultrasound?

Recent developments highlight Siemens Healthineers’ expanded focus on smart portable ultrasound, leveraging AI, wireless connectivity and miniaturized devices for use in home healthcare, telemedicine and diverse clinical settings. This push into smarter, more mobile imaging tools underlines how Siemens Healthineers is tying next‑generation diagnostics directly to care delivery outside traditional hospitals. We’ll now explore how this push into AI‑enabled portable ultrasound could reshape...
XTRA:TKA
XTRA:TKAMetals and Mining

Is There Still Value In Thyssenkrupp (XTRA:TKA) After Its 267% One-Year Share Price Surge?

Wondering whether thyssenkrupp looks cheap or expensive at today’s share price? This article walks through what the current market price might be implying about the company’s value. The stock last closed at €10.29, with returns of 5.9% over the past week, 15.2% over the past month, 5.9% year to date, 267.1% over one year and 109.1% over three years, along with a 60.6% return over five years. Recent coverage has focused on thyssenkrupp’s restructuring efforts, portfolio adjustments and...
XTRA:MTX
XTRA:MTXAerospace & Defense

Assessing MTU Aero Engines (XTRA:MTX) Valuation After €600m Convertible Bond Refinancing Move

MTU Aero Engines (XTRA:MTX) has kicked off a refinancing move by launching a new €600 million convertible bond maturing in 2033 and offering to repurchase its 2027 convertible bonds for cash. See our latest analysis for MTU Aero Engines. At a share price of €383.80, MTU Aero Engines has seen a 30 day share price return of 8.42%, while the 1 year total shareholder return of 19.26% and 5 year total shareholder return of 89.69% point to momentum that has built over time rather than faded. The...
XTRA:MBG
XTRA:MBGAuto

The Bull Case For Mercedes-Benz Group (XTRA:MBG) Could Change Following Software Push And Buybacks - Learn Why

In early January 2026, Mercedes-Benz Group was highlighted in multiple technology and capital-market updates, including adoption of CCC Digital Key standards, exploration of Alloy Kore’s software-defined vehicle platform, integration of DTS AutoStage video services, and continued execution of its share buyback program, which has reached 5,711,256 repurchased shares since November 2025. Together, these moves underline Mercedes-Benz’s push to deepen its software and connectivity capabilities...
XTRA:VOW3
XTRA:VOW3Auto

Will Volkswagen's Massive Software Recall Reshape Its Technology Risk Narrative (XTRA:VOW3)?

In early January 2026, Volkswagen Group of America and its Audi unit recalled over 356,000 US vehicles from model years 2019–2026 to fix a rearview camera software error via free dealer updates. The scale and software-related nature of this recall highlight how increasingly complex in-car technology can create operational and quality-control pressures for Volkswagen’s wider portfolio. We’ll now examine how this large software-driven recall, and its operational implications, may influence...
XTRA:TKMS
XTRA:TKMSAerospace & Defense

A Look At TKMS & Co KGaA’s Valuation As India Submarine Talks And Analyst Upgrade Draw Focus

TKMS & Co KGaA (XTRA:TKMS) is in focus after being added to the Germany MDAX Index, drawing fresh attention to its naval defense footprint, recent contract activity, and evolving earnings profile. See our latest analysis for TKMS & Co KGaA. The index inclusion and interest around new submarine contracts have arrived alongside a strong swing in the share price, with a 7 day share price return of 17.44% and a 30 day share price return of 10.81%. This points to building momentum rather than a...
XTRA:ADS
XTRA:ADSLuxury

Assessing adidas (XTRA:ADS) Valuation After Bank Of America Downgrade And Growing Rival Competition

Bank of America downgrade puts adidas (XTRA:ADS) under closer investor scrutiny Bank of America’s rare sell rating on adidas (XTRA:ADS), tied to concerns about slowing growth and stronger competition, pushed the shares lower and has prompted investors to reassess the stock’s risk and reward trade off. See our latest analysis for adidas. With the share price at €167.40, adidas has seen a 3.72% 1 month share price return but a 10.72% 3 month share price decline, while the 1 year total...
XTRA:HNR1
XTRA:HNR1Insurance

Assessing Hannover Rück (XTRA:HNR1) Valuation After Morgan Stanley Downgrade

Event driven look at Hannover Rück Morgan Stanley has downgraded Hannover Rück (XTRA:HNR1), citing a challenging operating environment. This move may influence how investors view the reinsurer’s risk profile, earnings resilience, and current share price. See our latest analysis for Hannover Rück. The downgrade comes after a mixed stretch for Hannover Rück, with a 7 day share price return of 6.01% decline and a 90 day share price return of 4.28% decline. At the same time, the 5 year total...