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:BOSS
XTRA:BOSSLuxury

Hugo Boss (XTRA:BOSS) Is Down 7.4% After 2026 Reset Plan And Governance Scrutiny - Has The Bull Case Changed?

In late November 2025, Hugo Boss unveiled its CLAIM 5 TOUCHDOWN overhaul, warning of a mid- to high-single-digit sales decline and EBIT of €300–€350 million in 2026 as it realigns brands, tightens distribution, and invests in growth areas like footwear, accessories, and a new dedicated womenswear unit from January 2026. At the same time, ownership and governance came into sharper focus, with Bank of America disclosing control of about 12.98% of voting rights and fresh criticism resurfacing...
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...
HMSE:B4B
HMSE:B4BConsumer Retailing

Metro (HMSE:B4B) Q4 Loss Deepens, Challenging Bullish Valuation Narrative

Metro (HMSE:B4B) has capped FY 2025 with fourth quarter revenue of €8.5 billion and a basic EPS of €-0.25, as net income excluding extra items landed at €-96 million. Over the last few quarters the company has seen revenue move from €8.0 billion in Q4 2024 to €8.5 billion in Q4 2025, while EPS shifted from €-0.21 to €-0.25 and trailing twelve month EPS sits at €-0.60 alongside net income of €-218 million on €32.4 billion of revenue. This points to a business that is still wrestling with thin,...
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...
XTRA:DBK
XTRA:DBKCapital Markets

Is It Too Late To Consider Deutsche Bank After Its 84% 2025 Rally?

Wondering if Deutsche Bank is still a bargain after its big run, or if you might be late to the party? This breakdown will help you decide whether the current price makes sense or is getting ahead of itself. The stock is up 1.4% over the last week and 84.3% year to date, with a massive 87.7% gain over the past year and 279.4% over five years, so the market has clearly re-rated the bank's prospects. Recent headlines have focused on Deutsche Bank's ongoing restructuring progress and renewed...
XTRA:VOW3
XTRA:VOW3Auto

Is Volkswagen (XTRA:VOW3) Rebalancing Its Autonomous Strategy Or Merely Managing Legal Risk?

Volkswagen Group recently appointed Ludwig Fazel as Head of Group Strategy, Group Product Strategy and the General Secretariat, while also facing a new U.S. patent infringement lawsuit over automated driving technologies filed by Perrone Robotics. This combination of a refreshed strategy leadership role and legal scrutiny around core autonomous driving software could influence how investors assess Volkswagen’s long-term technology roadmap and execution. We’ll now explore how Fazel’s expanded...
XTRA:P911
XTRA:P911Auto

Is The Market Mispricing Porsche After Recent 5% Share Price Rebound?

Wondering if Dr. Ing. h.c. F. Porsche is finally trading at a price that makes sense, or if the market is still misreading the story? Let us unpack what the current share price might really be saying about value. Over the last week the stock has climbed about 5.0%, adding to a 4.9% gain over the past month. Yet it is still down roughly 19.5% year to date and 16.4% over the last year, which suggests sentiment is still catching up with recent moves. Those swings sit against a backdrop of...
XTRA:MBG
XTRA:MBGAuto

3 European Dividend Stocks With Up To 7.1% Yield For Your Portfolio

As European markets continue to show resilience, with the pan-European STOXX Europe 600 Index closing 2.35% higher and major single-country indexes also rising, investors are increasingly looking towards dividend stocks as a potential source of steady income amidst economic fluctuations. In this environment, a good dividend stock is often characterized by its ability to provide consistent payouts and maintain stability even when broader market conditions are unpredictable.