XTRA:VNA
XTRA:VNAReal Estate

Vonovia (XTRA:VNA) Valuation Check as New Development and HR Leaders Are Lined Up

Vonovia (XTRA:VNA) is back in focus after the company reshaped its top leadership, bringing in renewables veteran Katja Wünschel as future Chief Development Officer while extending CHRO Ruth Werhahn’s mandate. See our latest analysis for Vonovia. The leadership reshuffle comes as Vonovia’s share price has drifted lower, with a year to date share price return of minus 18.48 percent but a more resilient three year total shareholder return of 25.95 percent. This suggests sentiment is cautious...
XTRA:ADS
XTRA:ADSLuxury

Is adidas Stock Mispriced After 2024 Slump and Strategy Refocus?

Wondering if adidas at €167.05 is a bargain in disguise or a value trap hiding behind a famous brand? This article is going to unpack what the current share price really implies. Despite being down 29.4% year to date and 28.6% over the last year, the stock has bounced 1.7% in the past week and 8.5% over the past month. This hints that sentiment around its 35.7% three year gain might be turning again. Recent headlines have focused on adidas refocusing its brand strategy, pushing performance...
XTRA:NCH2
XTRA:NCH2Construction

thyssenkrupp nucera (XTRA:NCH2) Q4 EPS Squeeze Undercuts Bullish Margin Recovery Narrative

thyssenkrupp nucera KGaA (XTRA:NCH2) just wrapped up FY 2025 with fourth quarter revenue of €182 million and EPS of about €0.01, capping off a year where trailing twelve month revenue came in at €845 million and EPS at €0.04. Over the last six reported quarters, the business has seen revenue move from €237 million in Q3 2024 to a peak of €262 million in Q1 2025 before landing at €182 million in Q4 2025, while quarterly EPS has swung between roughly €0.08 and slight losses. This sets the stage...
XTRA:BAS
XTRA:BASChemicals

Assessing BASF (XTRA:BAS) Valuation After a Steady Recent Share Price Climb

BASF (XTRA:BAS) has been quietly grinding higher this month, and that steady climb is catching investor attention. The stock’s recent gains sit against a mixed multi year track record and improving earnings momentum. See our latest analysis for BASF. At around $44.02, BASF’s recent 1 month share price return of just over 5% hints that sentiment is stabilising. A 1 year total shareholder return of roughly 9% points to gradually rebuilding momentum rather than a sharp rerating. If BASF’s slow...
XTRA:SIE
XTRA:SIEIndustrials

Siemens (XTRA:SIE): Is the Recent Share Price Strength Justified by Its Current Valuation?

Siemens (XTRA:SIE) has quietly outperformed the wider European industrials group this year, and with the share price up roughly 4 % over the past month, investors are asking what is driving the momentum. See our latest analysis for Siemens. That momentum sits on top of a strong backdrop, with a roughly 23 % year to date share price return and multi year total shareholder returns comfortably ahead of many European peers. This suggests investors are leaning into Siemens digital and automation...
XTRA:HEN3
XTRA:HEN3Household Products

Does Henkel’s Portfolio Streamlining Make Its Recent Share Price Slump a Potential Opportunity?

If you are wondering whether Henkel KGaA is quietly turning into a value opportunity while the market looks elsewhere, this article will walk you through whether the current price actually makes sense. The stock is up 2.1% over the last week but is roughly flat over the past month and still down 15.3% year to date and 13.0% over the last year. This pattern suggests sentiment has been cautious despite a 14.8% gain over three years. Recent headlines have focused on Henkel's ongoing portfolio...
XTRA:NCH2
XTRA:NCH2Construction

Assessing thyssenkrupp nucera (XTRA:NCH2) Valuation After Major Middle East Electrolyser Contract Win

thyssenkrupp nucera KGaA (XTRA:NCH2) just landed a high double digit million euro contract to supply electrolysers for a new large scale Chlor Alkali plant in the Middle East, sharpening attention on its stock. See our latest analysis for thyssenkrupp nucera KGaA. The latest contract win comes after a choppy spell for the stock, with a 90 day share price return of minus 19.54 percent and a 1 year total shareholder return of minus 23.44 percent. This suggests sentiment may be stabilising...
XTRA:LHA
XTRA:LHAAirlines

Deutsche Lufthansa (XTRA:LHA) Is Up 5.8% After Broker Upgrade Highlights Turnaround Momentum

Earlier this month, Kepler Cheuvreux upgraded Deutsche Lufthansa’s rating from Hold to Buy, highlighting progress in its turnaround program and potential benefits from sector-wide factors like capacity constraints and lower fuel costs. The broker also pointed to Lufthansa’s growing focus on premium long-haul travel and its Eurowings expansion as areas where shifting global demand patterns could enhance the group’s competitive position. Next, we’ll examine how this upgrade and confidence in...
XTRA:FRE
XTRA:FREHealthcare

How Investors Are Reacting To Fresenius SE (XTRA:FRE) Doubling Biopharma Ambition By 2030

Earlier this month, Fresenius SE & Co. KGaA held its Analyst/Investor Day, outlining a plan to double its biopharma revenue and portfolio by 2030 while targeting a 20% EBIT margin through innovation, cost leadership, and global commercial expansion. Management emphasized that a robust biopharma pipeline, strong underlying financial performance, and significant R&D and manufacturing investments are intended to support this long-term value creation roadmap. We’ll now explore how Fresenius’s...
XTRA:SAP
XTRA:SAPSoftware

How Investors Are Reacting To SAP (XTRA:SAP) Deepening AI Partnerships With Lemongrass and RESAAS

In recent days, Lemongrass and RESAAS each announced new partnerships with SAP under the PartnerEdge program, aiming to embed their AI and real-time data solutions more tightly into SAP’s Business Technology Platform and enterprise analytics stack. These collaborations, together with SAP’s emphasis on an application–data–AI flywheel and employee-led innovation, underline how the company is working to keep its software central to mission-critical workflows as customers modernize in an AI...
XTRA:ACT
XTRA:ACTChemicals

Is AlzChem Group (XTRA:ACT) Quietly Recasting Its Growth Story Around Creatine Nutrition Demand?

In December 2025, AlzChem Group AG approved a roughly €120 million investment program to build a more automated creatine production plant and related infrastructure, with phased commissioning scheduled from the second half of 2027 to capture additional demand in sports, food, and health. The company links this capacity expansion to early triple-digit million euro annual sales potential from its Creapure® and Creavitalis® lines, underscoring how nutrition and wellness trends are reshaping its...
XTRA:SHL
XTRA:SHLMedical Equipment

How Investors May Respond To Siemens Healthineers (XTRA:SHL) Licensing ALZpath Assay And Confirming Dividend

Siemens Healthineers AG previously announced an annual dividend of €1.00 per share, payable on February 10, 2026, with an ex-dividend date of February 6, 2026 and a record date of February 9, 2026. ALZpath, Inc. has licensed its proprietary pTau217 antibody to Siemens Healthineers, enabling development of an Alzheimer's diagnostic assay for Atellica systems that could expand the company’s higher-value in vitro testing portfolio. We’ll now examine how adding an ALZpath-powered Alzheimer’s...
XTRA:TUI1
XTRA:TUI1Hospitality

TUI (XTRA:TUI1) Valuation Check After Strong Full-Year Results, Dividend Declaration and Improving Investor Sentiment

TUI (XTRA:TUI1) just wrapped up its fiscal year with higher sales and net income than last year, and paired those results with a fresh annual dividend announcement that underlines management’s confidence. See our latest analysis for TUI. The upbeat full year numbers and fresh dividend seem to have lit a fire under sentiment, with a 30 day share price return of 14.61 percent helping push the stock to 8.878 dollars, even though the five year total shareholder return remains negative. This...