XTRA:VOW3
XTRA:VOW3Auto

Is Volkswagen (XTRA:VOW3) Rebalancing Its Autonomous Strategy Or Merely Managing Legal Risk?

Volkswagen Group recently appointed Ludwig Fazel as Head of Group Strategy, Group Product Strategy and the General Secretariat, while also facing a new U.S. patent infringement lawsuit over automated driving technologies filed by Perrone Robotics. This combination of a refreshed strategy leadership role and legal scrutiny around core autonomous driving software could influence how investors assess Volkswagen’s long-term technology roadmap and execution. We’ll now explore how Fazel’s expanded...
XTRA:P911
XTRA:P911Auto

Is The Market Mispricing Porsche After Recent 5% Share Price Rebound?

Wondering if Dr. Ing. h.c. F. Porsche is finally trading at a price that makes sense, or if the market is still misreading the story? Let us unpack what the current share price might really be saying about value. Over the last week the stock has climbed about 5.0%, adding to a 4.9% gain over the past month. Yet it is still down roughly 19.5% year to date and 16.4% over the last year, which suggests sentiment is still catching up with recent moves. Those swings sit against a backdrop of...
XTRA:MBG
XTRA:MBGAuto

3 European Dividend Stocks With Up To 7.1% Yield For Your Portfolio

As European markets continue to show resilience, with the pan-European STOXX Europe 600 Index closing 2.35% higher and major single-country indexes also rising, investors are increasingly looking towards dividend stocks as a potential source of steady income amidst economic fluctuations. In this environment, a good dividend stock is often characterized by its ability to provide consistent payouts and maintain stability even when broader market conditions are unpredictable.
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Bayer (XTRA:BAYN) Valuation Check as FDA Wins and New Clinical Trials Draw Investor Attention

Bayer (XTRA:BAYN) has been busy, and the stock is catching more eyeballs as a result, with fresh headlines spanning FDA clearances, new trial launches, and regulatory filings across imaging, women’s health, and rare disease. See our latest analysis for Bayer. All of this clinical and regulatory progress seems to be feeding into sentiment, with a roughly 72.9% year to date share price return contrasting sharply with a negative three year total shareholder return. This suggests momentum is...
XTRA:RWE
XTRA:RWERenewable Energy

RWE (XTRA:RWE): Assessing Valuation After a Strong Year-to-Date Share Price Rally

RWE (XTRA:RWE) has quietly turned into one of Europe’s stronger utility performers this year, with the stock up roughly 47% year to date and about 24% over the past 3 months. See our latest analysis for RWE. That surge in the share price this year looks less like a one off spike and more like momentum building, with investors warming to RWE’s renewables heavy shift and reassessing long term growth and risk. If RWE’s run has you rethinking the utilities space, it might be a good moment to...
XTRA:PAH3
XTRA:PAH3Auto

Porsche Automobil Holding (XTRA:PAH3) Is Up 7.8% After Deeper Cost Cuts And Margin Guidance Slump – Has The Bull Case Changed?

Porsche Automobil Holding has implemented a tougher cost-cutting programme at its Zuffenhausen plant and Weissach R&D centre, including outsourcing, reduced bonuses, fewer apprentices, delayed EV launches, and now expects just 0–2% margins after reporting an operating loss of almost €1 billion in Q3 2025. This marked Porsche’s first quarterly loss since its IPO and coincided with its removal from the DAX index, underscoring investor concern about both execution risk in EVs and the pressure...
XTRA:UN0
XTRA:UN0Renewable Energy

Uniper (XTRA:UN0): Assessing Valuation After a Recent Share Price Rebound

Uniper (XTRA:UN0) has quietly climbed about 16% over the past month, even as its one year return is still negative. That kind of rebound naturally raises questions about what has really changed. See our latest analysis for Uniper. Zooming out, that 15.5% one month share price return looks more like a short term reset after a tough stretch. The year to date share price is still notably negative and the five year total shareholder return is deeply underwater, suggesting momentum is only just...
XTRA:RHM
XTRA:RHMAerospace & Defense

Rheinmetall (XTRA:RHM): Reassessing Valuation After Record Order Backlog and Bold Defence Expansion Plans

Rheinmetall (XTRA:RHM) just paired strong sales growth with a record €64 billion order backlog, powered by fresh NATO and European ammunition deals. This puts its long term defence expansion plans firmly in the spotlight. See our latest analysis for Rheinmetall. Those blockbuster defence orders arrive after a sharp run up in the shares, with a year to date share price return of around 151%. However, the 3 month share price return is currently negative, while the 5 year total shareholder...
XTRA:TKA
XTRA:TKAMetals and Mining

How Investors Are Reacting To thyssenkrupp (XTRA:TKA) Steel’s Major Restructuring And Capacity Cuts

In late 2025, thyssenkrupp Steel reached a restructuring collective agreement with IG Metall, securing financing while cutting or outsourcing around 11,000 jobs and reducing steel shipping capacity to about 8.7–9 million tons. This marks a major reset of the group’s steel footprint, with large workforce changes and capacity cuts likely to reshape cost structure and competitive positioning. We’ll now examine how this large workforce reduction and steel capacity cut could influence...
XTRA:IFX
XTRA:IFXSemiconductor

Is It Too Late to Consider Infineon After Recent Share Price Gains?

Wondering if Infineon Technologies is still a smart buy at today’s price, or if most of the upside is already baked in? Let us unpack what the market might be missing in the valuation. The stock has climbed 5.6% over the last week, 6.2% over the past month, and is up 17.0% year to date, which suggests investors are steadily pricing in stronger prospects and possibly a higher tolerance for risk. Recently, the narrative around Infineon has been shaped by growing interest in power...
XTRA:BMW
XTRA:BMWAuto

BMW (XTRA:BMW) Valuation Check After 28% One-Year Rally

Bayerische Motoren Werke (XTRA:BMW) has been quietly grinding higher, with the stock up about 9% over the past month and roughly 28% in the past year. This performance is prompting a fresh look at its valuation. See our latest analysis for Bayerische Motoren Werke. With the share price now at $89.18 and a solid 1 year total shareholder return of about 28%, BMW has shifted from recovery mode to building momentum, as investors warm to its earnings resilience and transition strategy. If BMW’s...
DB:PHH2
DB:PHH2Medical Equipment

Paul Hartmann Leads 3 Undiscovered Gems in Europe

As European markets experience a positive upswing, with the pan-European STOXX Europe 600 Index climbing 2.35% and major single-country indexes also showing gains, investors are increasingly interested in uncovering lesser-known opportunities within this dynamic region. In light of these favorable market conditions, identifying stocks that exhibit strong fundamentals and resilience to economic fluctuations can be particularly rewarding for those seeking potential growth in Europe's diverse...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen (XTRA:VOW3) Valuation Check After Recent Share Price Rebound

Volkswagen (XTRA:VOW3) has quietly staged a meaningful rebound, with the share price up about 2% in a day, 6% over the past week, and roughly 11% this month. See our latest analysis for Volkswagen. That bounce comes after a stretch of uneven trading, with a modest 3 month share price return of 3.78%, but a much stronger 1 year total shareholder return of 34.71%. This suggests momentum is rebuilding as investors reassess Volkswagen’s prospects at a share price of $102.85. If Volkswagen’s...