XTRA:SAP
XTRA:SAPSoftware

Is Now the Right Moment to Revisit SAP After Its 7% Surge This Week?

If you have been watching SAP, you are probably wondering whether now is the right moment to buy, hold, or perhaps even take some profits. After all, the stock has bounced around lately, offering reasons for both excitement and caution. In just the past week, SAP shares have climbed 7.2%, shaking off a sluggish start to the year where shares dipped 5.2% year-to-date and fell 2.8% over the past month. Still, if you zoom out a bit further, the company’s long-term trajectory speaks for itself,...
XTRA:BMW
XTRA:BMWAuto

How Investors Are Reacting To BMW’s (XTRA:BMW) UK Compensation Provisions and Hydrogen Vehicle Expansion

In recent days, Bayerische Motoren Werke significantly increased provisions for potential compensation related to the UK car loan mis-selling scandal, while also unveiling its upcoming iX5 Hydrogen model and advanced X5 lineup featuring multiple drivetrain technologies. This combination of addressing major regulatory risks and advancing hydrogen vehicle development highlights the company’s efforts to balance financial resilience with forward-looking product innovation. We’ll examine how...
XTRA:MBG
XTRA:MBGAuto

Is Mercedes-Benz Group Still a Bargain After Pension Trust Exits Nissan Stake?

Thinking about what to do with Mercedes-Benz Group stock right now? You are not alone. With global auto players making headlines and plenty of big-picture shifts in the industry, it is only fair to feel both tempted and wary. In just the past week, shares have nudged up 1.3%, a decent bounce given a bumpy 30-day stretch that saw the stock slide nearly 6%. Year-to-date, it is down a modest 1.7%, while the past year has been relatively flat with a 0.6% dip. Looking at the long view, the last...
XTRA:SAX
XTRA:SAXMedia

Does Ströer (XTRA:SAX) Management’s Steady Guidance Reflect Enduring Strength or Underlying Caution?

Ströer SE & Co. KGaA recently confirmed its earnings guidance for 2025, reiterating expectations of organic revenue growth at a similar rate to 2024, following the release of its second quarter 2025 interim report. This affirmation of guidance highlights management's ongoing confidence in Ströer's ability to deliver stable results amid evolving market conditions. We'll explore how the company's confirmation of continued organic revenue growth in 2025 influences Ströer's investment narrative...
XTRA:NOEJ
XTRA:NOEJMachinery

NORMA Group (XTRA:NOEJ) Is Down 7.9% After Cutting 2025 Sales Forecast Following Water Unit Sale – Has The Bull Case Changed?

On September 23, 2025, NORMA Group SE issued revised earnings guidance, lowering its expected group sales from continuing operations for the year to approximately €810 million to €830 million, down from its previous estimate, which included Water Management, of around €1.1 billion to €1.2 billion. This updated forecast reflects NORMA Group’s realignment of its business focus and the anticipated effects of its divestment of the Water Management unit, offering insight into management’s current...
XTRA:AFX
XTRA:AFXMedical Equipment

Valuing Carl Zeiss Meditec (XTRA:AFX) After Recent Share Price Drop and Analyst Outlook

If you have been keeping an eye on Carl Zeiss Meditec (XTRA:AFX), you may have noticed the sharp drop in its share price over the past three months. Despite a 19% slide, the company’s core fundamentals still look steady, and management has continued to pay dividends. This is a reassuring sign for investors uneasy about volatility. With some experts projecting a turnaround in earnings and profitability on the horizon, the market’s negative reaction raises a big question for anyone considering...
XTRA:BAS
XTRA:BASChemicals

Assessing BASF (XTRA:BAS) Valuation Following High-Profile Conference Appearances

When a company like BASF (XTRA:BAS) takes center stage at high-profile conferences, investors tend to sit up and take notice. In recent weeks, BASF has been sharing its vision and fielding questions from investors at the Goldman Sachs and Berenberg German Corporate Conference in Munich, as well as making an appearance at the BioProcess International conference in Boston. These presentations give the market a peek behind the curtain and can often spark renewed debate about the company's...
XTRA:CON
XTRA:CONAuto Components

Continental (XTRA:CON) Valuation in Focus After Strategic Spin-Off and Shift Toward Tires and ContiTech

If you own shares in Continental (XTRA:CON) or are simply watching from the sidelines, the recent Aumovio spin-off will likely catch your attention. By shedding non-core units and zeroing in on its Tires and ContiTech businesses, Continental is shifting its strategy. Now more than ever, the bulk of sales and earnings are tied to tires, a segment expected to benefit from growing demand in electric vehicles. Management is also aiming for an improved, less cyclical earnings profile, which could...
XTRA:VOW3
XTRA:VOW3Auto

A Look at Volkswagen (XTRA:VOW3) Valuation After Porsche’s EV Delays and Profit Warning

Volkswagen (XTRA:VOW3) has found itself in the spotlight this week after its majority-owned subsidiary, Porsche, announced a major delay in the launch of several electric models and sharply lowered its profit outlook for 2025. This move was more than a routine guidance update; it signaled a strategic shift back toward combustion and hybrid options, which triggered Volkswagen to warn that its own 2025 operating profits would take a sizable hit. The series of profit warnings and EV setbacks...
XTRA:DHL
XTRA:DHLLogistics

DHL Group (XTRA:DHL): How Resumed US Parcel Shipments Shape the Stock’s Valuation Outlook

If you’ve been watching Deutsche Post (XTRA:DHL) lately, the buzz is all about DHL’s decision to resume standard business parcel shipments to the United States. After a four-week pause prompted by new U.S. customs rules on low-value packages, DHL will begin shipping again, though now with extra steps for customs clearance and potentially higher costs for business customers. For any investor weighing the stock, this move is meaningful as it signals not just operational adaptability but also...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Bayer (XTRA:BAYN) Valuation in Focus After Key Parkinson’s Therapy Trials Reach Critical Milestones

If you have been watching Bayer (XTRA:BAYN) lately, the company’s most recent update on its Parkinson’s disease pipeline is probably front and center in your mind. In a pivotal move for its cell and gene therapy ambitions, Bayer has kicked off Phase III enrollment for bemdaneprocel and started the first European Phase II trial for AB-1005, both targeting moderate-stage Parkinson’s disease. For investors weighing what these milestones mean, Bayer’s all-in focus on complex neurodegenerative...
XTRA:BEI
XTRA:BEIPersonal Products

Beiersdorf (XTRA:BEI) Valuation: Assessing the Impact of New North American Leadership and Strategic Growth Initiatives

If you’re watching Beiersdorf (XTRA:BEI), you probably noticed the recent headlines around changes in its North American leadership and the company’s push into the US and Canadian skincare markets. Andrea Mondoni, with his background across global operations, has stepped in as general manager for the region and is steering Beiersdorf with its ‘Win with Care’ strategy. That means the brand is sharpening its focus on advanced skincare products, such as the Eucerin Anti-Pigment line, and...
XTRA:VNA
XTRA:VNAReal Estate

The Bull Case For Vonovia (XTRA:VNA) Could Change Following Major Heat Pump Collaboration Announcement

On September 19, 2025, EnerCube GmbH, Vonovia SE, and DFA Demonstrationsfabrik Aachen GmbH announced a collaboration to accelerate series production of a compact, fossil fuel–free heat pump system, set to supply sustainable heating to over 20,000 Vonovia residential units in Germany by 2029. This initiative highlights modular, prefabricated technology that can be quickly installed in densely populated neighborhoods, supporting both climate-neutral housing and operational cost savings across...
XTRA:PAH3
XTRA:PAH3Auto

Porsche SE (XTRA:PAH3): Assessing Valuation After Electric Model Delays, Profit Guidance Cut, and Share Price Drop

Shares in Porsche Automobil Holding (XTRA:PAH3) have landed squarely in the spotlight after management announced delays in the launch of several of its electric models, alongside a cut to their 2025 profitability outlook. This move comes as a direct response to softer demand in core markets like China and steeper tariffs in the U.S., both of which weigh heavily on Porsche’s expansion in electric vehicles. The announcement did not just rattle Porsche investors; it also forced Volkswagen, its...