XTRA:BOSS
XTRA:BOSSLuxury

Hugo Boss (XTRA:BOSS) Valuation After CLAIM 5 TOUCHDOWN Strategy Signals 2026 Reset and Post-2027 Growth Targets

Hugo Boss (XTRA:BOSS) just put its cards on the table with its CLAIM 5 TOUCHDOWN strategy, telling investors to brace for a planned dip in 2026 as the company resets for growth from 2027. See our latest analysis for Hugo Boss. That reset narrative helps explain why, despite the CLAIM 5 TOUCHDOWN buzz and Bank of America lifting its stake, Hugo Boss shares sit at €35.42 with a weaker year to date share price return and still negative three year total shareholder return. This suggests sentiment...
XTRA:BAS
XTRA:BASChemicals

Is BASF (XTRA:BAS) Using Battery Metals Conferences to Recast Its Transition Materials Strategy?

On 2 December 2025, BASF SE took part in the Resourcing Tomorrow and Mines and Money conferences in London, with Battery Metals Management representative Matthew Burford presenting on the company’s role in the evolving raw materials landscape. By engaging directly with mining and battery metals stakeholders, BASF highlighted how its upstream materials expertise connects to broader themes of the energy transition and resource security. We’ll now examine how BASF’s high-profile battery metals...
XTRA:BMW
XTRA:BMWAuto

Does BMW Still Offer Value After a 32% Share Price Surge?

If you are wondering whether Bayerische Motoren Werke is still good value after its recent run, or if the upside has already been priced in, this overview can help you sanity check the stock against its fundamentals. The share price has climbed to around €96.46, with gains of 9.6% over the last week, 12.4% over the past month, and 31.8% over the last year, which suggests rising optimism and shifting risk perceptions. That optimism has been supported by ongoing investment in electric and...
XTRA:DBK
XTRA:DBKCapital Markets

How Deutsche Bank’s Long-Dated Note Issuance and New Wealth Leader Will Impact Deutsche Bank (XTRA:DBK) Investors

In late November and early December 2025, Deutsche Bank issued a series of callable senior unsecured fixed‑rate notes across maturities from 2029 to 2050, while also hiring former Bank of Singapore executive Vivienne Chia as global head of private bank investment solutions, based in Frankfurt. Together, this burst of long-dated funding activity and the appointment of a seasoned capital‑markets and wealth‑management leader highlight Deutsche Bank’s focus on strengthening its balance sheet and...
XTRA:MBG
XTRA:MBGAuto

Why Mercedes-Benz Group (XTRA:MBG) Is Up 5.8% After New €2 Billion Buyback And 7%+ Yield

Earlier this week, Mercedes-Benz Group AG announced a new €2.00 billion share buyback program while keeping its dividend yield above 7%, reiterating its 2025 financial guidance despite softer earnings. The company emphasized its 'Mastering Transformation' plan, highlighting AI-enabled manufacturing, a large upcoming premium model wave, and cost-efficiency efforts as levers to support profitability amid China weakness, tariffs, and the demanding shift to electric vehicles. We’ll now examine...
XTRA:TMV
XTRA:TMVSoftware

TeamViewer (XTRA:TMV) Valuation Check as Sales Leadership Reshuffle Signals New Commercial Strategy

TeamViewer (XTRA:TMV) just reshuffled its sales leadership, bringing back Finn Faldi as Executive Vice President Global Inside Sales while President TeamViewer Americas Georg Beyschlag prepares to exit after seven years in senior roles. See our latest analysis for TeamViewer. The leadership reshuffle lands at a tough moment for investors, with the share price down sharply, including a roughly 39 percent 90 day share price return and a 1 year total shareholder return of about negative 56...
XTRA:PAH3
XTRA:PAH3Auto

Porsche (XTRA:PAH3) Valuation After First Quarterly Loss, Cost Cuts, EV Delays and DAX Exit

Porsche Automobil Holding (XTRA:PAH3) is back in the spotlight after its operating company shocked investors with a near €1 billion Q3 2025 loss, aggressive cost cuts, delayed EV launches, and a downgrade to slim 0–2% margin guidance. See our latest analysis for Porsche Automobil Holding. Despite those setbacks at the operating company level, Porsche Automobil Holding’s own shares have quietly rebounded, with a 14.87% 1 month share price return and 22.37% 1 year total shareholder return. This...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Has Bayer’s 2025 Rally Mispriced Its Long Term Prospects?

Wondering if Bayer is finally a genuine value opportunity after years of frustration, or just another value trap in disguise? This article will walk through the evidence with you. After a long stretch of underperformance over 3 and 5 years, the stock has surged recently, climbing about 9.3% over the last week, 26.0% over the last month, and 71.8% year to date. That sharp move has come alongside renewed investor focus on Bayer's restructuring efforts and ongoing litigation over legacy...
XTRA:PUM
XTRA:PUMLuxury

Is PUMA’s Recent Share Price Rebound Signalling a Long Term Value Opportunity in 2025?

If you are wondering whether PUMA’s beaten-up share price is quietly turning into a value opportunity, this article will walk you through whether the stock now looks cheap or just risky. After a rough longer-term slide, with the share price still down 53.2% over the last year, PUMA has bounced 6.3% in the past week and 25.4% over the last month, suggesting that market sentiment might be starting to shift. This recent rebound comes as investors refocus on the strength of the PUMA brand and...
XTRA:NDA
XTRA:NDAMetals and Mining

Aurubis (XTRA:NDA) Margin Squeeze and EPS Collapse Challenge Long-Term Bullish Narrative

Aurubis (XTRA:NDA) has wrapped up FY 2025 with fourth quarter revenue of €4.4 billion alongside EPS of €1.04, setting the tone for a year where profit margins stayed under pressure but remained positive. Over the past six quarters, the company has seen revenue move from €4.2 billion in Q4 2024 to a range between roughly €4.2 billion and €5.0 billion per quarter, while quarterly EPS has swung between €1.04 and €5.87, highlighting how sensitive earnings are to underlying margin shifts. With...
XTRA:BAS
XTRA:BASChemicals

Assessing BASF (XTRA:BAS) Valuation as Battery Metals Strategy Takes Center Stage at Key Industry Conferences

BASF (XTRA:BAS) is back in the spotlight as battery metals lead Matthew Burford heads to the Resourcing Tomorrow conference in London, putting the companys long term electrification strategy under closer investor scrutiny. See our latest analysis for BASF. The upcoming conference appearances have caught investors attention, but BASF is still treading water, with a modestly positive year to date share price return and a relatively muted 1 year total shareholder return. This suggests momentum...
XTRA:SIE
XTRA:SIEIndustrials

Siemens (XTRA:SIE): Assessing Valuation After a 1-Month Pullback and Strong 1-Year Shareholder Returns

Siemens (XTRA:SIE) has quietly kept delivering for long term holders, with the stock up around 22% over the past year, even after a recent pullback over the past month. See our latest analysis for Siemens. That recent 1 month share price pullback of 5.73 percent comes after a strong year to date share price return of 21.72 percent and a 1 year total shareholder return of 22.03 percent. This suggests that momentum is cooling, while the longer term trend remains clearly positive. If Siemens...