XTRA:DHL
XTRA:DHLLogistics

Deutsche Post (XTRA:DHL): Reviewing Valuation After a Strong Three-Month Share Price Rally

Deutsche Post (XTRA:DHL) has quietly delivered solid returns this year, and with shares up about 23% over the past 3 months, investors are starting to recheck what they are actually paying for. See our latest analysis for Deutsche Post. Zooming out, Deutsche Post has been in a clear upswing, with a roughly 38.5% year to date share price return and a 3 year total shareholder return above 50%. This suggests momentum is building as investors reassess its earnings resilience and valuation. If...
XTRA:GYC
XTRA:GYCReal Estate

Should Grand City Properties’ Perpetual Refi Savings Reshape Its Resilience Story for (XTRA:GYC) Investors?

Grand City Properties S.A. earlier this year completed a €600 million perpetual notes refinancing, replacing about €500 million of higher-coupon notes and repurchasing roughly €100 million of its €700 million 1.5% perpetual notes ahead of their 2026 call date. This move is expected to cut annual coupon costs by about €7 million, lift funds from operations, and strengthen its credit profile under S&P’s methodology. Next, we examine how these perpetual note coupon savings shape Grand City...
XTRA:MVV1
XTRA:MVV1Integrated Utilities

Does MVV Energie’s Higher Dividend and Green Capex Shift Its Capital Allocation Story (XTRA:MVV1)?

MVV Energie AG recently reported full-year results for the 12 months to 30 September 2025, with sales falling to €6,001 million and net income to €124.54 million, leading to basic earnings per share from continuing operations of €1.89. Despite lower profits, the company lifted its dividend to €1.30 per share, increased investments in green heat, renewables, and grid expansion by about 20%, and reaffirmed its ambition to be climate-positive by 2035 while cautioning that earnings may be lower...
XTRA:PUM
XTRA:PUMLuxury

How Investors Are Reacting To PUMA (XTRA:PUM) Opening Its Largest Experiential Flagship On Oxford Street

PUMA has opened its largest-ever European store on London’s Oxford Street, a 24,000-square-foot flagship featuring performance innovations, lifestyle ranges, immersive digital experiences and product customization zones that bring the brand closer to consumers in one of Europe’s busiest retail corridors. The flagship doubles as an experiential hub for exclusive collections, athlete appearances and major brand events, underscoring PUMA’s push to grow its direct-to-consumer presence alongside...
XTRA:AG1
XTRA:AG1Specialty Retail

Why AUTO1 Group (XTRA:AG1) Is Up 13.1% After Expanding Its €1.6 Billion Securitisation Program

Earlier this month, AUTO1 Group SE announced it had upsized and extended its inventory asset-backed securitisation programme, increasing total used-car inventory financing capacity by 45% to €1.60 billion, including up to €1.30 billion in senior notes from its bank group and up to €300 million in junior notes it will fund itself, with the revolving period now running until November 2027. This larger, longer-dated funding pool could be important for supporting AUTO1 Group’s pan-European...
XTRA:MBG
XTRA:MBGAuto

Is Mercedes-Benz’s Share Buyback and LG Battery Deal Altering The Investment Case For Mercedes-Benz Group (XTRA:MBG)?

In early December 2025, Mercedes-Benz Group AG disclosed that it had repurchased a total of 3,620,874 shares under its ongoing buyback program, while also announcing that LG Energy Solution will supply it with electric vehicle battery cells for seven years starting in 2028 under a new long-term agreement. By locking in a non-Chinese battery supply partnership with LG Energy Solution ahead of stricter US and EU rules, Mercedes-Benz is bolstering both its electric vehicle rollout plans and its...
XTRA:KGX
XTRA:KGXMachinery

KION GROUP (XTRA:KGX) Valuation Check After a 98.7% One-Year Share Price Rebound

Why KION GROUP Is Back on Investors Radar KION GROUP (XTRA:KGX) has quietly staged a powerful comeback, with the share price more than doubling over the past year while earnings and revenue growth have started to catch up. See our latest analysis for KION GROUP. That backdrop helps explain why, even after a small recent pullback, the 90 day share price return of 13.09 percent and one year total shareholder return of 98.69 percent suggest momentum is still firmly building. If KION's run has...
XTRA:BMW
XTRA:BMWAuto

How Investors Are Reacting To Bayerische Motoren Werke (XTRA:BMW) Appointing Production Chief as Next CEO

BMW announced that Milan Nedeljković, currently head of production and a board member since 2019, has been appointed CEO to succeed Oliver Zipse after the company’s May 13, 2026 annual general meeting, while Zipse retires after leading the launch of the Neue Klasse electric vehicle strategy. This handover from the architect of BMW’s current EV push to the executive who managed Neue Klasse production brings fresh focus to how BMW executes its next phase of electrification and manufacturing...
XTRA:1SXP
XTRA:1SXPLife Sciences

SCHOTT Pharma (XTRA:1SXP) FY 2025 Margin Slippage Tests Bullish Re‑Rating Narrative

SCHOTT Pharma KGaA (XTRA:1SXP) has wrapped up FY 2025 with fourth quarter revenue of €247.6 million and basic EPS of €0.22, capping a trailing twelve month stretch that delivered €986.2 million in revenue and €0.97 in EPS. The company has seen quarterly revenue hover between €229.8 million and €256.5 million through FY 2025, with EPS ranging from €0.19 to €0.30, while trailing net income for the period came in at €146.5 million, pointing to solid but slightly thinner margins versus a year...
XTRA:AT1
XTRA:AT1Real Estate

How Aroundtown’s New Bond Issue And Buyback Plan At Aroundtown (XTRA:AT1) Has Changed Its Investment Story

Aroundtown SA recently issued a GBP 400 million 7‑year senior unsecured bond, hedged into euros, while launching a tender offer targeting the cash buyback of up to €870 million of shorter‑dated, higher‑coupon bonds to extend and rebalance its debt maturity profile. This coordinated refinancing move sheds light on how Aroundtown is actively reshaping its liability structure and interest costs ahead of upcoming redemptions. We’ll now examine how this new long‑dated bond and associated...
XTRA:ENR
XTRA:ENRElectrical

Has Siemens Energy’s 615% Three Year Rally in 2025 Run Ahead of Fundamentals?

If you are wondering whether Siemens Energy is still a smart buy after its big rebound, or if you are already late to the party, this breakdown will help you separate genuine value from hype. The stock has climbed 1.0% over the last week, 10.4% over the past month, and 133.2% year to date, resulting in a 142.5% gain over 1 year and 615.2% over 3 years. Much of this momentum has been driven by ongoing restructuring efforts and investor optimism around stabilising its troubled wind business,...
XTRA:AFX
XTRA:AFXMedical Equipment

Carl Zeiss Meditec (XTRA:AFX) Valuation After Strong FY 2024/25 Revenue Outlook and Margin Improvement Guidance

Carl Zeiss Meditec (XTRA:AFX) has investors’ attention after reporting solid revenue growth for fiscal 2024/25, helped by its Ophthalmology segment and the consolidation of DORC, alongside a constructive outlook for margins. See our latest analysis for Carl Zeiss Meditec. Despite the upbeat revenue and margin outlook, the stock’s 1 year total shareholder return of minus 16.9 percent and 3 year total shareholder return of roughly minus 64.4 percent show that sentiment has been weak. However,...
XTRA:VNA
XTRA:VNAReal Estate

How Investors May Respond To Vonovia (XTRA:VNA) Refreshing Its Development And HR Leadership Bench

Vonovia SE has announced that Katja Wünschel will become Chief Development Officer in June 2026, succeeding Daniel Riedl, while the Supervisory Board has also extended Chief Human Resources Officer Ruth Werhahn’s contract to September 2029. The combination of a new development chief from the renewable energy sector and long-term continuity in HR leadership points to an emphasis on project execution, modernization and workforce resilience at a time of industry-wide skills shortages. We’ll now...
XTRA:DHL
XTRA:DHLLogistics

Does DHL Stock Still Offer Value After a 40% Surge in the Last Year?

If you are wondering whether Deutsche Post is still worth considering after its strong run, or if the smart money has already moved on, you are in the right place to explore what the current price really implies. The stock has climbed 3.1% over the last week, 4.0% over the past month, and is now up 38.5% year to date and 39.8% over the last year. That naturally raises the question of whether further upside remains or whether risks are building. Much of this momentum has been supported by...
XTRA:CBK
XTRA:CBKBanks

Has the 600% Five Year Surge in Commerzbank Already Gone Too Far?

Wondering if Commerzbank’s massive run up has already priced in the upside, or if there is still value on the table? This breakdown is for you. The stock has pulled back slightly over the last month, down 1.3%, but that comes after a huge 121.3% gain year to date and a staggering 600.6% rise over five years, which naturally raises questions about what is driving this rally. Recent headlines have focused on Commerzbank’s push to streamline its business, strengthen its capital position, and...
XTRA:RHM
XTRA:RHMAerospace & Defense

Why Rheinmetall (XTRA:RHM) Is Up 5.7% After Dutch Skyranger 30 Air-Defense Deal - And What's Next

Rheinmetall recently secured a significant order from the Dutch Ministry of Defence to supply Skyranger 30 air-defense systems between late 2028 and 2029, reinforcing its role in European ground-based air protection. This contract underscores how Rheinmetall’s specialized air-defense technology is becoming increasingly embedded in NATO supply chains, potentially strengthening its long-term order visibility and bargaining power with governments. We’ll now examine how this Dutch Skyranger 30...
XTRA:MRK
XTRA:MRKPharmaceuticals

Merck KGaA (XTRA:MRK): Valuation Check After Lateral Flow Assay Market Growth Forecasts Boost Outlook

The latest rally in Merck KGaA (XTRA:MRK) comes as investors latch onto upbeat forecasts for the global lateral flow assay components market, which is expected to expand steadily through 2030 on stronger diagnostic demand. See our latest analysis for Merck KGaA. Short term momentum has turned more positive, with an 11.6 percent 3 month share price return taking Merck KGaA to about 119 dollars. However, the 1 year total shareholder return of minus 15.3 percent shows investors are still...
XTRA:HAG
XTRA:HAGAerospace & Defense

Hensoldt (XTRA:HAG) Valuation Check as PEGASUS Surveillance Aircraft Reaches Key Integration Milestone

The latest leg of Hensoldt (XTRA:HAG) story is being driven by hardware, not headlines, as the first PEGASUS surveillance aircraft has landed in Germany, kicking off the mission system integration phase. See our latest analysis for Hensoldt. That milestone lands against a sharp pullback in the 1 month share price return of 18.09% and 3 month share price return of 23.58%, even though the year to date share price return still exceeds 100%. The momentum looks more like a healthy cooldown than a...