XTRA:IFX
XTRA:IFXSemiconductor

Is It Time To Reassess Infineon Technologies (XTRA:IFX) After Its Recent Share Price Rally?

If you are wondering whether Infineon Technologies is offering fair value at today’s price, you are not alone. Many investors are asking the same question as the share price shifts. The stock trades at €41.40 after a 1.7% decline over the last 7 days, a 15.5% gain over 30 days, 8.2% year to date, 25.1% over 1 year and 31.3% over 3 years. This naturally raises questions about how much of the story is already reflected in the price. Recent news coverage has highlighted Infineon Technologies as...
XTRA:SHA0
XTRA:SHA0Auto Components

Is Schaeffler (XTRA:SHA0) Elevating Asia/Pacific To The Core Of Its Global Strategy?

Schaeffler AG has confirmed that, effective January 1, 2026, Maximilian Fiedler, 38, was appointed Regional Chief Executive Officer Asia/Pacific and joined the Schaeffler Group Executive Board, after serving as interim Regional CEO alongside his CFO Asia/Pacific role since June 2025. Fiedler’s elevation from regional CFO to Executive Board member underscores the growing organizational importance of the Asia/Pacific business within Schaeffler’s global structure. We’ll now explore how...
XTRA:BMW
XTRA:BMWAuto

Is It Time To Reassess BMW (XTRA:BMW) After Recent Share Price Pullback?

If you are wondering whether Bayerische Motoren Werke shares are offering good value at around €90.86, the starting point is understanding how the current price compares with different ways of assessing worth. The stock is down 2.4% over the last 7 days, 4.5% over 30 days and 5.7% year to date, yet it has returned 24.4% over 1 year, 20.8% over 3 years and 71.7% over 5 years, which may interest investors who are thinking about what comes next. Recent coverage around Bayerische Motoren Werke...
XTRA:FRE
XTRA:FREHealthcare

Assessing Fresenius SE KGaA (XTRA:FRE) Valuation After New Cell Therapy Agreement With TQ Therapeutics

Fresenius SE KGaA (XTRA:FRE) is drawing fresh attention after Fresenius Kabi agreed an exclusive cell selection technology license with TQ Therapeutics, targeting wider access to cell and gene therapies and potential expansion of its treatment toolkit. See our latest analysis for Fresenius SE KGaA. The collaboration around cell and gene therapies comes as Fresenius SE KGaA’s €51.98 share price sits on a 10.10% 3 month share price return and a 50.36% 1 year total shareholder return. This...
XTRA:SAP
XTRA:SAPSoftware

Is SAP (XTRA:SAP) Offering Value After A 12 Month 18.1% Share Price Decline?

If you are wondering whether SAP at €205.85 is a fair deal right now, you are not alone. The stock’s recent swings have many investors rethinking what they are willing to pay. Over the last year the share price shows an 18.1% decline, even though the 3 year and 5 year returns of 96.3% and 113.1% paint a very different picture of how the stock has behaved over longer periods. Recent headlines around SAP have focused on broad market sentiment toward large software names and how investors are...
XTRA:ALV
XTRA:ALVInsurance

Allianz (XTRA:ALV) Valuation Check As New Anthropic AI Partnership Draws Fresh Attention

Allianz (XTRA:ALV) has moved into the spotlight after announcing a global partnership with Anthropic to roll out responsible AI tools across its insurance operations, coding workflows and workforce training programs. See our latest analysis for Allianz. Despite the buzz around responsible AI, Allianz’s €379.8 share price has had a softer start to the year, while its 1-year total shareholder return of 34.03% and 3-year total shareholder return of about 2x suggest longer term momentum is still...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Is Bayer (XTRA:BAYN) Resetting Or Repricing After A 1 Year Near-Double In Shares?

If you are trying to work out whether Bayer is genuinely good value or just looks cheap on the surface, you will want a clear view of how the market is currently pricing the stock. The share price sits at €38.95, with returns of 2.4% over the past week, 6.9% over the last month, 2.5% year to date, and 99.6% over the past year, while the 3 year and 5 year returns are 28.2% and 17.2% declines respectively. These mixed results, with a very strong 1 year return against weaker multi year...
XTRA:IFX
XTRA:IFXSemiconductor

Is Infineon’s Silicon Carbide EV Push And Dividend Policy Reframing Its Investment Case (XTRA:IFX)?

Infineon Technologies AG has confirmed an annual dividend of €0.35 per share, payable on February 24, 2026, with the ex-dividend date on February 20 and record date on February 23. Alongside this shareholder payout, Infineon’s push into Silicon Carbide solutions for wireless electric vehicle charging highlights its increasing exposure to emerging power electronics applications. We’ll now explore how Infineon’s expanding Silicon Carbide role in wireless EV charging could influence its...
XTRA:LEG
XTRA:LEGReal Estate

Did Analyst Confidence and Insider Buying Just Reframe LEG Immobilien's (XTRA:LEG) Platform-Model Narrative?

In recent days, analysts have reiterated strong confidence in LEG Immobilien SE, highlighting its transition toward a scaled, platform-style housing operator focused on efficiency, affordability, and ESG-oriented energy upgrades under Germany’s tight regulatory framework. What stands out is the combination of a strong buy analyst consensus and increased insider buying, suggesting that both external analysts and internal stakeholders see the company’s platform model and operational resilience...
XTRA:EVT
XTRA:EVTLife Sciences

Evotec (XTRA:EVT) Is Up 17.3% After Landing €250m Sanofi Alliance And IR Overhaul – Has The Bull Case Changed?

Evotec SE recently entered a five-year multi-component alliance with Sanofi, featuring a minimum guaranteed commitment of €250 million and an upfront payment of more than €40 million, while also appointing Dr. Sarah Fakih as Executive Vice President, Head of Global Communications and Investor Relations to integrate its communications and investor outreach. The combination of a large, multi-year Sanofi commitment across Evotec’s Execute and Innovate segments and a strengthened investor...
XTRA:ENR
XTRA:ENRElectrical

Evaluating Siemens Energy (XTRA:ENR) Valuation As Investor Focus Builds Around Upcoming New York Seminar

Investor attention around Siemens Energy (XTRA:ENR) has picked up as the company prepares to present at the German Investment Seminar in New York on January 12, 2026. CFO and Executive Board member Maria Ferraro will be speaking. See our latest analysis for Siemens Energy. Against this backdrop, Siemens Energy’s €128.20 share price sits after a 1 day share price return of 1.87% and a 90 day share price return of 20.77%. The 1 year total shareholder return of 160.41% and very large 3 year...
XTRA:MRK
XTRA:MRKPharmaceuticals

Why Merck KGaA (XTRA:MRK) Is Up 6.6% After Beating Q4 Profitability Forecasts And What's Next

In the past year, Germany’s Merck KGaA reported that its 2014 group sales rose 3.7%, while fourth-quarter EBITDA excluding one-offs increased 10.5%, both ahead of analyst forecasts. This stronger-than-expected revenue and earnings performance highlighted Merck KGaA’s operational discipline and demand resilience across its core science and technology businesses. We’ll now examine how this earnings beat, particularly the stronger fourth-quarter profitability, could influence Merck KGaA’s...
XTRA:UN0
XTRA:UN0Renewable Energy

Why Uniper (XTRA:UN0) Is Up 6.8% After Striking A Major Green Ammonia Offtake Deal

Uniper recently announced a long‑term binding offtake agreement with AM Green Ammonia India to purchase up to 500,000 tons of RFNBO-certified renewable ammonia annually from projects in India, with first shipments targeted from a Kakinada plant as early as 2028. This deal not only supports industrial decarbonization in Europe but also helps establish India as an emerging export hub for large-scale green ammonia supply. We’ll now examine how this long-term green ammonia offtake agreement...