XTRA:FTK
XTRA:FTKCapital Markets

Should BaFin’s Capital Relief for flatexDEGIRO (XTRA:FTK) Require Action From Investors?

Earlier in January 2026, BaFin cut the flatexDEGIRO SE Group’s bank‑specific capital requirement by 25 basis points to 2.50%, while leaving flatexDEGIRO Bank SE’s SREP requirement unchanged at 1.25%. This adjustment gives flatexDEGIRO, which serves more than 3.5 million customers across 16 countries through its DEGIRO, flatex and ViTrade platforms, greater balance‑sheet flexibility. We will now examine how BaFin’s reduction in capital requirements shapes flatexDEGIRO’s investment narrative...
XTRA:MBG
XTRA:MBGAuto

Mercedes-Benz Microsoft F1 Deal Highlights Data And Margin Pressures

Mercedes-Benz Group (XTRA:MBG) has entered a multiyear partnership with Microsoft focused on the Mercedes-AMG PETRONAS F1 Team. The agreement centers on integrating Microsoft technologies into race operations to support performance and efficiency. The collaboration links an established premium automaker with a large technology provider on a global motorsport platform. For you as an investor, this sits at the intersection of software, data and high performance engineering, an area many...
XTRA:ADS
XTRA:ADSLuxury

adidas (XTRA:ADS) Is Down 10.1% After Cautious Broker Views On 2026 Outlook - Has The Bull Case Changed?

In recent days, adidas has come under pressure after multiple brokerages revised their views on the company, highlighting a challenging market backdrop and more cautious expectations for 2026. The shift in external sentiment places fresh emphasis on how adidas will address profitability and inventory discipline in its upcoming March earnings update. With the share price down over the past week, we'll examine how this more cautious analyst tone could influence adidas' investment narrative...
XTRA:UN0
XTRA:UN0Renewable Energy

How Uniper’s Staudinger Grid Node and Hydrogen-Ready Plans Could Shape Uniper (XTRA:UN0) Investors

In January 2026, Uniper agreed to sell part of its Staudinger power plant site to TenneT Germany, enabling an accelerated 380-kilovolt switchyard and new central grid node for the Rhine-Main region’s growing electricity needs, with commissioning targeted by 2030. This grid project not only underpins Frankfurt’s data center-driven power demand, but also prepares the Staudinger site for future hydrogen-ready CCGT, battery storage, and potential data center developments aligned with Germany’s...
XTRA:CON
XTRA:CONAuto Components

Will Mixed Segment Margins in Continental's Q4 2025 Update Change Continental's (XTRA:CON) Narrative

Continental AG recently released preliminary fourth-quarter and full-year 2025 figures, indicating consolidated sales of about €5.0 billion for the quarter and around €19.7 billion for the year, in line with its guidance range. The update highlighted a contrast within the group, with ContiTech’s adjusted EBIT margin falling short of its target while the Tires segment and the wider Continental Group are expected to meet their sales and margin goals, underscoring differing momentum across the...
XTRA:BAS
XTRA:BASChemicals

Assessing BASF (XTRA:BAS) Valuation After Mixed 2025 Guidance On Sales EBIT And Net Income

2025 guidance puts earnings mix in focus BASF (XTRA:BAS) has drawn attention after issuing 2025 guidance that pairs lower expected sales and EBIT with higher projected net income, giving investors a mixed but interesting earnings profile to assess. See our latest analysis for BASF. The guidance arrives after a period where short term share price momentum has picked up, with a 30 day share price return of 5.64% and a 90 day gain of 6.22%. In contrast, the 5 year total shareholder return of a...
XTRA:DBK
XTRA:DBKCapital Markets

Deutsche Bank Flags Geopolitical Restraint As Swiss Wealth Move Draws Focus

Deutsche Bank (XTRA:DBK) CEO publicly rejected the idea that Europe could use its holdings of U.S. assets as leverage in current geopolitical discussions. The comments clarify the bank's position on financial interdependence between Europe and the U.S. at a time of heightened economic debate. Separately, Deutsche Bank appointed Kouroche Achtari as head of private banking for Suisse Romande in its Swiss division. For investors, this touches two key areas for Deutsche Bank: cross-border...
XTRA:DHL
XTRA:DHLLogistics

Deutsche Post Builds Healthcare Logistics Reach With MEDUSA SDP Partnership

DHL, part of Deutsche Post (XTRA:DHL), has partnered with CS Diagnostics Corp. to support the global distribution of MEDUSA SDP. The agreement covers a broad sales and logistics setup for MEDUSA SDP across both B2B and B2C channels. For Deutsche Post at €46.0 per share, this new healthcare logistics partnership is another example of how the group is positioning its DHL business in specialized logistics. The stock is up 35.5% over the past year and 39.7% over 5 years, which indicates that...
XTRA:8TRA
XTRA:8TRAMachinery

Assessing Traton (XTRA:8TRA) Valuation After Strong Cash Flow Update Despite Softer Sales Volumes

Why Traton’s latest sales update moved the stock Traton (XTRA:8TRA) drew investor attention after preliminary 2025 figures showed unit sales easing for both the fourth quarter and full year, while net cash flow came in ahead of the company’s guidance and analyst expectations. See our latest analysis for Traton. At a share price of €31.38, Traton has delivered a 4.7% 1 month share price return and an 18.5% 3 month share price return. Its 1 year total shareholder return of 16.5% and very large...
XTRA:FME
XTRA:FMEHealthcare

A Look At Fresenius Medical Care (XTRA:FME) Valuation After Recent Share Price Weakness

Recent share performance and business scale Fresenius Medical Care (XTRA:FME) has seen its share price fall around 9% over the past month and about 21% over the past 3 months, putting recent returns in focus for investors. The company, headquartered in Bad Homburg, provides dialysis and related services globally and reports annual revenue of about €19.6b with net income of roughly €718.2m, which underscores its large presence in renal care. See our latest analysis for Fresenius Medical...
XTRA:PUM
XTRA:PUMLuxury

PUMA (XTRA:PUM) Valuation Check As Suede House Launch Highlights Brand Reset Efforts

PUMA (XTRA:PUM) has drawn fresh attention after unveiling its Suede House concept at Paris Men's Fashion Week, part of a broader reset aimed at rebuilding brand relevance and tightening its product storytelling. See our latest analysis for PUMA. Set against this reset, PUMA’s share price has come under pressure, with a 1-day share price return of 14.11% decline and a 1-year total shareholder return of 40.73% decline, which points to fading momentum as investors reassess growth and brand...
XTRA:AIXA
XTRA:AIXASemiconductor

A Look At AIXTRON (XTRA:AIXA) Valuation As AI Demand And Earnings Expectations Draw Investor Focus

AIXTRON (XTRA:AIXA) is back in focus as investors link its AI exposed deposition equipment to upcoming earnings on 26 February, with attention on order trends and margins shaping near term expectations. See our latest analysis for AIXTRON. That AI excitement has been feeding into the share price story, with AIXTRON’s recent momentum reflected in a 23.64% 1 month share price return and a 54.01% 1 year total shareholder return. However, the 3 year total shareholder return of 21.64% reminds...
XTRA:SHA0
XTRA:SHA0Auto Components

Assessing Schaeffler (XTRA:SHA0) Valuation After New Humanoid Robotics Partnership

Schaeffler (XTRA:SHA0) has put humanoid robotics firmly on the radar by partnering with British firm Humanoid to supply key actuator components and to deploy several hundred humanoid robots across its own production network. See our latest analysis for Schaeffler. The market reaction has been strong, with Schaeffler’s 1 month share price return of 50.13% and 90 day share price return of 81.53%. The 1 year total shareholder return of over 200% points to momentum that has built steadily rather...
XTRA:AOF
XTRA:AOFSoftware

The Bull Case For ATOSS Software (XTRA:AOF) Could Change Following Analyst Reaffirmations And CFO Call

Analysts at Jefferies and Deutsche Bank recently reaffirmed positive ratings on ATOSS Software, pointing to solid operational performance expected for the past fourth quarter and highlighting management’s efforts to increase transparency. An upcoming investor call with the CFO, framed as a way to clarify the company’s longer-term trajectory, underscores how closely ATOSS’s communication style is being watched as part of its investment case. With recent returns mixed, we’ll explore how...
XTRA:NEM
XTRA:NEMSoftware

Is Nemetschek (XTRA:NEM) Recalibrating Its Investor Narrative With Higher-Profile Conference Outreach?

Nemetschek SE recently took part in the 25th German Corporate Conference in Frankfurt, where CEO Yves Padrines and Senior Vice President of Investor Relations & Corporate Communication Stefanie Zimmermann presented on January 19 and 20, 2026. The dual presence of Nemetschek’s top leadership and investor relations head highlights a concerted effort to communicate the company’s priorities and positioning directly to the institutional investment community. Against this backdrop, we will examine...
XTRA:BMW
XTRA:BMWAuto

BMW’s U.S. EV Shift And M Electrification Versus Current Valuation

BMW has secured local high voltage battery assembly in the U.S. to support upcoming electric vehicle production after earlier supply disruptions. The company is accelerating electrification of its BMW M division, including next generation models that use multiple motor platforms and proprietary battery technologies. These steps mark a meaningful shift for BMW's U.S. manufacturing footprint and its performance line, with potential long term implications for product mix and...
XTRA:ALV
XTRA:ALVInsurance

Allianz Retirement Study Links Gen Z Savings Drop To Long Term Value

Allianz has released a new study highlighting a significant reduction in retirement contributions among Americans. The trend is especially pronounced in Gen Z, with the study providing practical budgeting insights to help rebuild savings habits. The findings position Allianz as an active voice on retirement readiness and financial wellness in the US. For investors watching XTRA:ALV, this research adds another data point to how Allianz engages with long term savings themes. The shares last...
XTRA:VOW3
XTRA:VOW3Auto

Is Volkswagen (XTRA:VOW3) Pricing Reflect Its Position In The Global Auto Market Today

If you are wondering whether Volkswagen at €105.50 offers good value today, it helps to step back and look at what the recent share price and fundamentals are actually telling you. The stock has returned 4.0% over the last 7 days, 1.7% over 30 days, a 0.9% decline year to date, and 16.4% over the past year, with longer term 3 year and 5 year returns of 3.6% and 4.7%. Recent headlines around Volkswagen have focused on its position in the global automotive market and investor interest in how...
XTRA:TKA
XTRA:TKAMetals and Mining

Thyssenkrupp Mulls Rothe Erde Stake Sale As Share Momentum Builds

Thyssenkrupp (XTRA:TKA) is reportedly considering the sale of a 30% stake in its Rothe Erde bearings business. The company is evaluating buyer interest, which could mark a significant change in how it structures its portfolio. The potential transaction relates to a core industrial unit that supplies large diameter bearings to multiple end markets. For you as an investor, this comes at a time when XTRA:TKA shares trade at about €11.31, with a value score of 5 and strong recent share price...
XTRA:SIE
XTRA:SIEIndustrials

Is Siemens (XTRA:SIE) Offering A Reasonable Entry Point After Strong Multi‑Year Gains

If you are wondering whether Siemens shares are offering fair value right now or if the price already reflects the story, this breakdown will help you frame that question clearly before you make any decisions. Siemens shares last closed at €254.40, with a 2.2% decline over the past 7 days, a 7.0% return over 30 days, 5.5% year to date, 24.9% over 1 year and 90.7% over 3 years, while the 5 year return stands at 127.4%. Recent coverage around Siemens has focused on its position as a major...
XTRA:SY1
XTRA:SY1Chemicals

Symrise (XTRA:SY1) Valuation Check After €295 Million Impairment Charges Announcement

Symrise (XTRA:SY1) has put investors on alert after flagging impairment charges of about €295 million for the fourth quarter of 2025, tied to its terpenes business and its stake in Swedencare AB. See our latest analysis for Symrise. At a share price of €72.58, Symrise has seen a 6.1% 1 month share price return but a 90 day share price decline of 11.3%, while the 1 year total shareholder return of 25.8% loss points to fading longer term momentum that the latest impairment news is likely...
DB:3CA
DB:3CAElectrical

Plejd (DB:3CA) Margin Expansion Reinforces Bullish Earnings Narratives Despite Rich P/E

Plejd (DB:3CA) has wrapped up FY 2025 with fourth quarter revenue of 329.1 million SEK and Basic EPS of 5.63 SEK, rounding out a year where trailing twelve month revenue reached 1,083.0 million SEK and EPS came in at 16.12 SEK, underpinned by net income of 180.2 million SEK. Over the last few quarters, the company has seen quarterly revenue range from 245.3 million SEK to 329.1 million SEK, while quarterly Basic EPS moved between 3.15 SEK and 5.63 SEK as net income shifted from 35.2 million...