XTRA:DBK
XTRA:DBKCapital Markets

A Look at Deutsche Bank (XTRA:DBK) Valuation Following New Bond Issuance and Key Leadership Appointment

Deutsche Bank (XTRA:DBK) has drawn extra attention lately, after unveiling a string of new bond offerings and naming Vivienne Chia as its new global head of private bank investment solutions. The mix of debt issuance and a high-profile executive hire gives investors more to consider as the bank moves into December. See our latest analysis for Deutsche Bank. The steady rollout of new bonds and Chia’s high-profile arrival are occurring at a time of impressive momentum for Deutsche Bank. The...
XTRA:HAG
XTRA:HAGAerospace & Defense

Will Hensoldt (XTRA:HAG) Use Digitalisation to Strengthen Its Defense Technology Leadership?

On November 25, 2025, Hensoldt AG presented at PMRExpo 2025, where Oberst d.R. Sven Heursch, Head of Software-defined Defence and Head of Digitalisation, discussed the company's latest advancements and strategies in defense technology. The presentation focused on software-defined defense and digitalisation, highlighting areas that are increasingly vital for growth in the defense sector. We’ll explore how Hensoldt’s spotlight on software-defined defense at PMRExpo 2025 could influence its...
XTRA:TKMS
XTRA:TKMSAerospace & Defense

ThyssenKrupp Marine Systems (XTRA:TKMS): Valuation Spotlight Following Canadian Submarine Bid Progress

ThyssenKrupp Marine Systems (XTRA:TKMS) is drawing increased attention this week as it teams up with Kongsberg in a high-profile bid to supply Canada with a new fleet of Arctic-capable submarines. The project's momentum and its focus on long-term partnerships have fueled discussion among investors curious about its potential impact. See our latest analysis for TKMS & Co KGaA. After an early-year rally, momentum for TKMS & Co KGaA has faded. The stock has experienced a 21% decline in its...
XTRA:DBK
XTRA:DBKCapital Markets

The Bull Case For Deutsche Bank (XTRA:DBK) Could Change Following New Fixed-Income Offerings and CEO's Conference Speech

Deutsche Bank recently launched several fixed-income offerings, including senior unsecured notes due in 2028, 2035, and 2040, and its CEO, Christian Sewing, presented at the European Financials Conference 2025 in London on November 20. These actions highlight Deutsche Bank's active engagement in the capital markets and investor outreach efforts, reflecting its initiative to strengthen funding and visibility among institutional investors. We will examine how Deutsche Bank's multiple...
XTRA:ALV
XTRA:ALVInsurance

Does Allianz Still Offer Value After a 25.8% Share Price Rally in 2025?

Wondering if Allianz stock is still a great buy or if the price has run too far? You are not alone. Figuring out if a stock is undervalued or overvalued is crucial for making confident investment decisions. Allianz’s share price has been on a roll lately, climbing 3.9% over the past week and notching an impressive 25.8% gain since the start of the year. Recent headlines have highlighted Allianz’s continued sector leadership, driven by strong insurance demand and positive sentiment around its...
XTRA:BAS
XTRA:BASChemicals

Assessing BASF Shares After New Sustainability Partnerships and 11.6% Price Gain

Wondering whether BASF is a hidden bargain or just treading water? If clarity around value is what you are after, you are in the right place. BASF’s share price has not been stagnant, returning 3.5% over the past week and 11.6% in the last year. This suggests renewed investor optimism or changing market sentiment. Major headlines have kept the spotlight on BASF recently, with reports highlighting the company’s strategic sustainability initiatives and new partnerships in green chemistry...
XTRA:HAG
XTRA:HAGAerospace & Defense

Hensoldt (XTRA:HAG): Gauging Valuation After PMRExpo 2025 Spotlights Digital Defense Advances

Hensoldt (XTRA:HAG) caught the spotlight at PMRExpo 2025, as executives led by Oberst d.R. Sven Heursch outlined developments in software-defined defense and digitalization. These topics frequently influence how investors value the company’s long-term prospects. See our latest analysis for Hensoldt. After grabbing headlines at PMRExpo 2025, Hensoldt’s share price cooled off from earlier highs, pulling back nearly 28% over the last month. That said, momentum remains impressive in the big...
XTRA:TKMS
XTRA:TKMSAerospace & Defense

Could TKMS & Co KGaA (XTRA:TKMS) Partnerships Reveal a Shift in Long-Term Competitive Positioning?

Earlier this week, Kongsberg announced its support for ThyssenKrupp Marine Systems (TKMS) as TKMS advances its bid to supply Canada with a new fleet of submarines designed for Arctic operations, featuring Kongsberg's ORCCA combat system. An important dimension of the bid is the emphasis on long-term partnerships and sustainable Canadian job creation alongside technological capability. We'll examine how this focus on local industry support and advanced systems could influence the long-term...