XTRA:MTX
XTRA:MTXAerospace & Defense

Should MTU Aero Engines’ Zero‑Coupon 2033 Convertible Refinancing Reshape Dilution Risks for (XTRA:MTX) Investors?

Earlier this week, MTU Aero Engines AG issued new senior unsecured convertible bonds with a principal amount of €600 million, maturing in July 2033, bearing no interest, a 47.5% conversion premium and an accreted redemption price of 105%, to refinance its 2027 convertible bonds and support general corporate purposes. By using the new zero‑coupon 2033 convertible bonds to repurchase up to €500 million of 2027 bonds, MTU is reshaping its capital structure, extending debt maturities and...
XTRA:TKMS
XTRA:TKMSAerospace & Defense

Why TKMS (XTRA:TKMS) Is Up 18.9% After MDAX Entry And Key India Submarine Talks

TKMS AG & Co KGaA was recently added to Germany’s MDAX Index and is in talks to supply six Type 214 submarines with Air-Independent Propulsion to the Indian Navy, alongside a potential acquisition of German Naval Yards. The combination of a potential large-scale India submarine contract, index inclusion, and consolidation moves in Germany’s naval shipbuilding sector marks a meaningful shift in TKMS’s profile within the defence industry. We’ll now examine how the prospective India Type 214...
XTRA:RWE
XTRA:RWERenewable Energy

Assessing RWE (XTRA:RWE) Valuation After Dogger Bank South Offshore Wind Permitting Delay

The UK government’s decision to delay permitting for the planned 3GW Dogger Bank South offshore wind project places RWE (XTRA:RWE) in the spotlight, as investors assess how extended approval timelines could affect future project execution. See our latest analysis for RWE. RWE’s €47.96 share price sits against a recent backdrop of strong short term momentum, with an 18.65% 90 day share price return and a much higher 76.10% 1 year total shareholder return, suggesting sentiment has been...
XTRA:TMV
XTRA:TMVSoftware

How Investors Are Reacting To TeamViewer (XTRA:TMV) Rising Insider Buying And Renewed Analyst Optimism

In recent days, Barclays’ Alice Jennings and Kepler Capital have reiterated positive analyst views on TeamViewer SE, while corporate insiders have increased their share purchases, signalling stronger internal confidence in the company’s prospects. At the same time, a voting rights notification from Norway’s Ministry of Finance highlights shifting institutional ownership, adding an extra layer of context to this upswing in insider optimism. Now we’ll explore how this upswing in insider share...
XTRA:HAG
XTRA:HAGAerospace & Defense

Assessing Hensoldt (XTRA:HAG) Valuation After Major Night Vision Contract Win

Hensoldt (XTRA:HAG) has attracted fresh attention after securing a large follow up contract for 104,000 Mikron night vision devices, as well as long term maintenance, for the Bundeswehr and Belgian armed forces. See our latest analysis for Hensoldt. That contract arrives after a strong run in the share price, with a 7 day share price return of 19.5% and 30 day share price return of 25.93%, even though the 90 day share price return shows a 13.13% decline. Over the longer term, total...
XTRA:MRK
XTRA:MRKPharmaceuticals

Merck KGaA (XTRA:MRK) Valuation Check After Mixed Earnings And Fertility Segment Growth

Merck KGaA (XTRA:MRK) is back in focus after mixed financial updates, with one quarter showing an 11.8% profit decline despite 5.3% net sales growth, and another highlighting 4.7% organic revenue growth and higher EBITDA. See our latest analysis for Merck KGaA. The recent mixed earnings messages seem to align with Merck KGaA’s price action, with a 10.3% 1 month share price return and a 10.5% 3 month share price return contrasting with a 1 year total shareholder return decline of 8.3%. This...
XTRA:SHL
XTRA:SHLMedical Equipment

Is Siemens Healthineers (XTRA:SHL) Quietly Redefining Its Moat With AI‑Enabled Portable Ultrasound?

Recent developments highlight Siemens Healthineers’ expanded focus on smart portable ultrasound, leveraging AI, wireless connectivity and miniaturized devices for use in home healthcare, telemedicine and diverse clinical settings. This push into smarter, more mobile imaging tools underlines how Siemens Healthineers is tying next‑generation diagnostics directly to care delivery outside traditional hospitals. We’ll now explore how this push into AI‑enabled portable ultrasound could reshape...
XTRA:TKA
XTRA:TKAMetals and Mining

Is There Still Value In Thyssenkrupp (XTRA:TKA) After Its 267% One-Year Share Price Surge?

Wondering whether thyssenkrupp looks cheap or expensive at today’s share price? This article walks through what the current market price might be implying about the company’s value. The stock last closed at €10.29, with returns of 5.9% over the past week, 15.2% over the past month, 5.9% year to date, 267.1% over one year and 109.1% over three years, along with a 60.6% return over five years. Recent coverage has focused on thyssenkrupp’s restructuring efforts, portfolio adjustments and...
XTRA:MTX
XTRA:MTXAerospace & Defense

Assessing MTU Aero Engines (XTRA:MTX) Valuation After €600m Convertible Bond Refinancing Move

MTU Aero Engines (XTRA:MTX) has kicked off a refinancing move by launching a new €600 million convertible bond maturing in 2033 and offering to repurchase its 2027 convertible bonds for cash. See our latest analysis for MTU Aero Engines. At a share price of €383.80, MTU Aero Engines has seen a 30 day share price return of 8.42%, while the 1 year total shareholder return of 19.26% and 5 year total shareholder return of 89.69% point to momentum that has built over time rather than faded. The...
XTRA:MBG
XTRA:MBGAuto

The Bull Case For Mercedes-Benz Group (XTRA:MBG) Could Change Following Software Push And Buybacks - Learn Why

In early January 2026, Mercedes-Benz Group was highlighted in multiple technology and capital-market updates, including adoption of CCC Digital Key standards, exploration of Alloy Kore’s software-defined vehicle platform, integration of DTS AutoStage video services, and continued execution of its share buyback program, which has reached 5,711,256 repurchased shares since November 2025. Together, these moves underline Mercedes-Benz’s push to deepen its software and connectivity capabilities...
XTRA:ADS
XTRA:ADSLuxury

Assessing adidas (XTRA:ADS) Valuation After Bank Of America Downgrade And Growing Rival Competition

Bank of America downgrade puts adidas (XTRA:ADS) under closer investor scrutiny Bank of America’s rare sell rating on adidas (XTRA:ADS), tied to concerns about slowing growth and stronger competition, pushed the shares lower and has prompted investors to reassess the stock’s risk and reward trade off. See our latest analysis for adidas. With the share price at €167.40, adidas has seen a 3.72% 1 month share price return but a 10.72% 3 month share price decline, while the 1 year total...
XTRA:ZAL
XTRA:ZALSpecialty Retail

The Bull Case For Zalando (XTRA:ZAL) Could Change Following Erfurt Logistics Closure Reshaping Strategy

Zalando has announced it will close its Erfurt, Germany fulfillment center, putting about 2,700 jobs at risk as part of an effort to reshape its pan-European logistics network. The move highlights how Zalando is willing to restructure core operations, including concentrated warehouse capacity, in pursuit of a more efficient logistics footprint across Europe. We’ll examine how closing the Erfurt fulfillment center, and the related logistics reshaping, could influence Zalando’s longer-term...
XTRA:AIXA
XTRA:AIXASemiconductor

Do Mixed AI Order Signals Recast AIXTRON (XTRA:AIXA)'s Power-Device Toolkit as Strength or Stretch?

AIXTRON recently faced mixed signals around the timing of AI-related equipment orders and its quarterly outlook, prompting investors to reassess expectations ahead of the next earnings update scheduled for 26 February 2026. The news has sharpened focus on how GaN and SiC power-device demand, R&D-driven tool orders, and inventory cycles could influence AIXTRON’s exposure to AI infrastructure spending. We’ll now examine how uncertainty around AI-related order timing reshapes AIXTRON’s existing...
XTRA:HEI
XTRA:HEIBasic Materials

Is Heidelberg Materials (XTRA:HEI) Turning Technical Momentum Into a Durable Low-Carbon Cement Advantage?

Heidelberg Materials’ shares recently moved above their 50-day moving average, with trading during the past week reaching as high as €226.10, highlighting renewed attention on the global cement and building materials producer. This technical momentum coincides with growing interest in the company’s lower-carbon cement products and carbon capture efforts, which tie its business closely to long-term infrastructure and sustainability themes. We’ll now examine how this technical breakout,...
XTRA:G24
XTRA:G24Interactive Media and Services

Is Scout24’s CFO Transition Reshaping Capital Allocation And Strategy For Scout24 (XTRA:G24)?

The Supervisory Board of Scout24 SE has announced that long-serving CFO and Management Board member Dirk Schmelzer will leave at his own request on 28 February 2026, with experienced digital-business specialist Martin Mildner appointed as his successor from 1 March 2026. This planned handover concentrates financial leadership and Management Board responsibilities in Mildner’s hands, signaling a potential shift in how Scout24 frames capital allocation and supports its digital platform...
XTRA:HAG
XTRA:HAGAerospace & Defense

Hensoldt (XTRA:HAG) Is Up 17.6% After Major Bundeswehr Night Vision Contract Win Has The Bull Case Changed?

Hensoldt recently secured a major follow-up contract to supply 104,000 Mikron night vision devices to the Bundeswehr and Belgian armed forces, including a long-term maintenance agreement that supports jobs at its Wetzlar site. This combination of fresh equipment orders and recurring maintenance work strengthens Hensoldt’s position in military optronics while underlining the operational importance of its German production base. We’ll now examine how this large, multi-year night vision and...
XTRA:GFT
XTRA:GFTIT

Is GFT Technologies' (XTRA:GFT) AI-First Cloud Strategy Redefining Its Financial-Sector Moat?

In recent months, GFT Technologies has reinforced its role as a digital transformation partner for banks and insurers, helping them modernize legacy systems into cloud-native, AI-enabled architectures through composable, reusable technology building blocks. This evolution toward a product-style platform model, supported by close ties with major cloud providers, may influence how investors view the durability and scalability of GFT’s financial-sector revenue. We will now examine how GFT’s...
XTRA:DHL
XTRA:DHLLogistics

Is Deutsche Post (XTRA:DHL) Still Attractive After Strong 1‑Year Rally And Western Union Deal?

If you are wondering whether Deutsche Post is still fairly priced after its recent run, or if there is value left on the table, this article walks you through what the current market price might be implying. With the share price at €48.06 and returns of 2.8% over 7 days, 4.7% over 30 days, 2.5% year to date, 48.6% over 1 year, 45.7% over 3 years and 36.7% over 5 years, many investors are asking whether the recent performance already reflects the key drivers of value. Recent coverage has...