XTRA:BEI
XTRA:BEIPersonal Products

Did Beiersdorf’s (XTRA:BEI) HIPS Microbiome Tie-Up Just Reframe Its Skincare Innovation Strategy?

Beiersdorf recently entered an exclusive research partnership with the Helmholtz Centre for Infection Research’s HIPS institute to investigate how the skin microbiome contributes to maintaining healthy skin, building on large microbiome and genomic datasets originally developed for infectious disease research. The collaboration, which already includes two funded projects and room for expansion, could strengthen Beiersdorf’s innovation pipeline by grounding future skincare concepts in...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Bayer (XTRA:BAYN) Valuation Check After Strong 1 Year Shareholder Return

How Bayer’s Recent Performance Frames the Investment Debate Bayer (XTRA:BAYN) has attracted fresh attention after a strong share price move, with the stock showing a 20% gain over the past month and a very large 104% total return over the past year. See our latest analysis for Bayer. That 20.4% 30 day share price return comes on top of a 54.8% 90 day gain and a 104.4% 1 year total shareholder return, which together point to strong recent momentum, even after weaker 3 and 5 year total...
XTRA:SAP
XTRA:SAPSoftware

SAP (XTRA:SAP) Is Down 7.3% After New AI Partnerships in Healthcare and Agriculture - What's Changed

In January 2026, SAP SE and Fresenius, along with SAP’s new multi-year partnership with Syngenta, underscored SAP’s expanding role in embedding artificial intelligence and cloud ERP at the core of healthcare and agriculture operations across Europe and global agribusiness. These moves highlight how SAP is positioning its AI platform, including SAP Business AI, SAP Business Data Cloud and the Joule copilot, as foundational infrastructure for highly regulated, data-intensive sectors that...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen (XTRA:VOW3) Valuation Check After Mixed Recent Returns And Low 7.4x P/E Ratio

What Volkswagen’s recent performance numbers tell you Without a clear single news catalyst, Volkswagen (XTRA:VOW3) has still given investors plenty to think about, with the share price at €98.86 and mixed return figures over the past year and past 3 months. See our latest analysis for Volkswagen. Volkswagen’s recent share price return has been mixed, with a 1 day move of 1.54% and a 90 day share price return of 10.63%. The 1 year total shareholder return of 12.29% contrasts with weaker 3 and...
XTRA:RHM
XTRA:RHMAerospace & Defense

Rheinmetall Ramps Up European Defense Production As Valuation Draws Interest

European defense production is ramping up sharply as geopolitical tensions rise, including new tariff frictions between the US and Europe tied to Greenland. European governments are committing to higher defense spending, drawing fresh investor attention to defense names such as Rheinmetall (XTRA:RHM). Rheinmetall is expanding ammunition production capacity, with output levels that can exceed some US peers, signaling a major build out in European firepower. Rheinmetall (XTRA:RHM) sits at the...
XTRA:HEI
XTRA:HEIBasic Materials

Will Heidelberg Materials' (XTRA:HEI) CFO Outreach at Frankfurt Conference Reframe Its Capital Priorities Narrative?

Heidelberg Materials AG recently confirmed it will present at the 25th German Corporate Conference in Frankfurt on 21 January 2026, with Investor Relations Principal Ozan Kacar and CFO Rene Aldach scheduled as speakers. This upcoming appearance gives investors a rare opportunity to hear directly from Heidelberg Materials’ finance leadership on capital priorities, portfolio direction, and broader corporate positioning. Next, we’ll examine how this high-profile conference participation and...
XTRA:TKA
XTRA:TKAMetals and Mining

How Investors Are Reacting To thyssenkrupp (XTRA:TKA) Tied To German Defense And Infrastructure Spending

In the past year, Germany’s small and mid-sized company indexes have outperformed larger-cap peers, with engineering group thyssenkrupp emerging as a prominent beneficiary amid renewed interest in domestically focused industrial names. Investors are increasingly linking thyssenkrupp’s prospects to anticipated German government spending on defense and infrastructure, which could enhance the company’s relevance in core national projects. We’ll now examine how the expectation of higher German...
XTRA:DTG
XTRA:DTGMachinery

Assessing Daimler Truck Holding (XTRA:DTG) Valuation After Fuso Network Restructure And eCanter Launch

Daimler Truck Holding (XTRA:DTG) has been in focus after reshaping Fuso’s European sales network through a new partnership with Emil Frey Group, along with the regional rollout of its electric eCanter truck in the UAE. See our latest analysis for Daimler Truck Holding. Those Fuso and eCanter updates come as Daimler Truck Holding’s share price sits at €40.00, with recent momentum mixed, a 30 day share price return of 6.87% and a three month share price return of 13.93%, while the one year...
XTRA:IOS
XTRA:IOSIT

Is IONOS Group (XTRA:IOS) Using Conferences To Recast Its Investment Story With Investors?

IONOS Group SE recently took part in the 25th German Corporate Conference in Frankfurt, with CFO Patrik Heider and Head of Investor Relations Stephan Gramkow presenting the company’s story to investors across sessions on 19 and 21 January 2026. The dual presence of both the CFO and Investor Relations chief highlights management’s focus on refining the company’s message and addressing key shareholder questions in a high-visibility forum. Next, we’ll examine how this intensified investor...
XTRA:DBK
XTRA:DBKCapital Markets

How Long‑Dated Funding Moves And Capital Flow Warnings At Deutsche Bank (XTRA:DBK) Have Changed Its Investment Story

In mid-January 2026, Deutsche Bank issued a series of long-dated, callable senior and subordinated notes across US dollar and euro markets, including US$1.699 million of 5.50% senior notes due 2041 and €150 million of 4.07% unsubordinated green notes due 2038, while also appointing Kouroche Achtari as head of private banking for Suisse Romande. Together with a warning from a Deutsche Bank strategist about the risks of weaponized capital flows amid rising US‑Europe trade tensions, these...
XTRA:MBG
XTRA:MBGAuto

Mercedes-Benz Group (XTRA:MBG) Is Down 5.0% After Weaker 2025 Volumes And Ongoing Share Buybacks

In January 2026, Mercedes-Benz Group AG reported that fourth-quarter 2025 sales fell to 558,400 cars and vans and full-year 2025 volumes declined to 2.16 million units compared with the prior year. Alongside weaker sales, the company continued its share buyback program, having repurchased a cumulative 7,116,122 shares by mid-January 2026, highlighting an ongoing capital allocation focus. We will now examine how the combination of lower 2025 vehicle sales and ongoing share buybacks influences...
XTRA:FME
XTRA:FMEHealthcare

Does Fresenius Medical Care's (XTRA:FME) 2025 Earnings Reset Mark a Turning Point in Profitability?

In January 2026, Fresenius Medical Care AG confirmed its 2025 guidance, indicating revenue growth at the top end of its stated range and projecting high-teens to high 20s percent growth in operating income. This guidance suggests a meaningful reset of the company’s earnings base, with management signaling increased confidence in its profit-generation capacity for 2025. We will now explore how Fresenius Medical Care’s upgraded operating income outlook shapes the company’s broader investment...
XTRA:MUV2
XTRA:MUV2Insurance

A Look At Munich Re (XTRA:MUV2) Valuation After Pre Market Share Price Drop And Earnings Caution

Why Münchener Rückversicherungs-Gesellschaft in München (XTRA:MUV2) is drawing fresh attention Münchener Rückversicherungs-Gesellschaft in München (XTRA:MUV2) has come into focus after a 7.77% pre-market drop on 20 January 2026, as investors reassessed near term earnings risks ahead of the 26 February results. See our latest analysis for Münchener Rückversicherungs-Gesellschaft in München. The pre market drop sits against a weaker recent trend, with a 30 day share price return of 5.79% and a...
XTRA:BMW
XTRA:BMWAuto

Assessing BMW (XTRA:BMW) Valuation After Recent Share Price Weakness And Low 7.6x P/E

What recent performance says about Bayerische Motoren Werke Bayerische Motoren Werke (XTRA:BMW) has attracted fresh attention after a mixed run in its share price, with a modest gain over the past 3 months contrasting with weaker month and year to date returns. See our latest analysis for Bayerische Motoren Werke. Short-term share price momentum has faded, with a 30-day share price return showing an 8.05% decline and year-to-date weakness. However, the 1-year total shareholder return of...