XTRA:ENR
XTRA:ENRElectrical

Has Siemens Energy’s 615% Three Year Rally in 2025 Run Ahead of Fundamentals?

If you are wondering whether Siemens Energy is still a smart buy after its big rebound, or if you are already late to the party, this breakdown will help you separate genuine value from hype. The stock has climbed 1.0% over the last week, 10.4% over the past month, and 133.2% year to date, resulting in a 142.5% gain over 1 year and 615.2% over 3 years. Much of this momentum has been driven by ongoing restructuring efforts and investor optimism around stabilising its troubled wind business,...
XTRA:AFX
XTRA:AFXMedical Equipment

Carl Zeiss Meditec (XTRA:AFX) Valuation After Strong FY 2024/25 Revenue Outlook and Margin Improvement Guidance

Carl Zeiss Meditec (XTRA:AFX) has investors’ attention after reporting solid revenue growth for fiscal 2024/25, helped by its Ophthalmology segment and the consolidation of DORC, alongside a constructive outlook for margins. See our latest analysis for Carl Zeiss Meditec. Despite the upbeat revenue and margin outlook, the stock’s 1 year total shareholder return of minus 16.9 percent and 3 year total shareholder return of roughly minus 64.4 percent show that sentiment has been weak. However,...
XTRA:VNA
XTRA:VNAReal Estate

How Investors May Respond To Vonovia (XTRA:VNA) Refreshing Its Development And HR Leadership Bench

Vonovia SE has announced that Katja Wünschel will become Chief Development Officer in June 2026, succeeding Daniel Riedl, while the Supervisory Board has also extended Chief Human Resources Officer Ruth Werhahn’s contract to September 2029. The combination of a new development chief from the renewable energy sector and long-term continuity in HR leadership points to an emphasis on project execution, modernization and workforce resilience at a time of industry-wide skills shortages. We’ll now...
XTRA:DHL
XTRA:DHLLogistics

Does DHL Stock Still Offer Value After a 40% Surge in the Last Year?

If you are wondering whether Deutsche Post is still worth considering after its strong run, or if the smart money has already moved on, you are in the right place to explore what the current price really implies. The stock has climbed 3.1% over the last week, 4.0% over the past month, and is now up 38.5% year to date and 39.8% over the last year. That naturally raises the question of whether further upside remains or whether risks are building. Much of this momentum has been supported by...
XTRA:CBK
XTRA:CBKBanks

Has the 600% Five Year Surge in Commerzbank Already Gone Too Far?

Wondering if Commerzbank’s massive run up has already priced in the upside, or if there is still value on the table? This breakdown is for you. The stock has pulled back slightly over the last month, down 1.3%, but that comes after a huge 121.3% gain year to date and a staggering 600.6% rise over five years, which naturally raises questions about what is driving this rally. Recent headlines have focused on Commerzbank’s push to streamline its business, strengthen its capital position, and...
XTRA:RHM
XTRA:RHMAerospace & Defense

Why Rheinmetall (XTRA:RHM) Is Up 5.7% After Dutch Skyranger 30 Air-Defense Deal - And What's Next

Rheinmetall recently secured a significant order from the Dutch Ministry of Defence to supply Skyranger 30 air-defense systems between late 2028 and 2029, reinforcing its role in European ground-based air protection. This contract underscores how Rheinmetall’s specialized air-defense technology is becoming increasingly embedded in NATO supply chains, potentially strengthening its long-term order visibility and bargaining power with governments. We’ll now examine how this Dutch Skyranger 30...
XTRA:MRK
XTRA:MRKPharmaceuticals

Merck KGaA (XTRA:MRK): Valuation Check After Lateral Flow Assay Market Growth Forecasts Boost Outlook

The latest rally in Merck KGaA (XTRA:MRK) comes as investors latch onto upbeat forecasts for the global lateral flow assay components market, which is expected to expand steadily through 2030 on stronger diagnostic demand. See our latest analysis for Merck KGaA. Short term momentum has turned more positive, with an 11.6 percent 3 month share price return taking Merck KGaA to about 119 dollars. However, the 1 year total shareholder return of minus 15.3 percent shows investors are still...
XTRA:HAG
XTRA:HAGAerospace & Defense

Hensoldt (XTRA:HAG) Valuation Check as PEGASUS Surveillance Aircraft Reaches Key Integration Milestone

The latest leg of Hensoldt (XTRA:HAG) story is being driven by hardware, not headlines, as the first PEGASUS surveillance aircraft has landed in Germany, kicking off the mission system integration phase. See our latest analysis for Hensoldt. That milestone lands against a sharp pullback in the 1 month share price return of 18.09% and 3 month share price return of 23.58%, even though the year to date share price return still exceeds 100%. The momentum looks more like a healthy cooldown than a...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Bayer (XTRA:BAYN): Assessing Valuation After Fresh Pipeline Progress and Regulatory Milestones

Bayer (XTRA:BAYN) has packed several clinical and regulatory milestones into just a few days, and the stock is now trading in the context of a much busier innovation story than markets saw earlier this year. See our latest analysis for Bayer. That flurry of trial starts and regulatory filings seems to be resonating with investors, with Bayer’s 1 month share price return of 32.45% feeding into an 87.38% year to date share price gain, even though the 3 year total shareholder return of negative...
XTRA:HEN3
XTRA:HEN3Household Products

Does Bioadhesives Market Growth Strengthen The Bull Case For Henkel KGaA (XTRA:HEN3)?

A recent industry report highlighted strong projected growth for the global bioadhesives market, driven by demand for eco-friendly solutions in construction, woodworking, and medical applications, with Europe, and particularly Germany, expected to hold the largest and fastest-growing share. As one of the leading suppliers of sustainable adhesive technologies, Henkel KGaA is positioned to participate in this expansion of bio-based, lower-impact bonding solutions across multiple end...
XTRA:YSN
XTRA:YSNIT

secunet Security Networks (XTRA:YSN) Valuation After NATO HERMES Project Win with CGI

secunet Security Networks (XTRA:YSN) is back on investors radar after NATO tapped its Secure Inter Network Architecture for the HERMES mobile command project, a collaboration led alongside IT services provider CGI. See our latest analysis for secunet Security Networks. The NATO HERMES contract arrives as momentum in the shares has picked back up, with a 10.27% 1 month share price return helping lift the stock to €186.8 and contributing to a 58.84% year to date share price gain. The 1 year...
XTRA:SPG
XTRA:SPGMedia

How Investors Are Reacting To Springer Nature KGaA (XTRA:SPG) CAPES Open Access Deal In Brazil

On 5 December 2025, Springer Nature and Brazil’s federal agency CAPES announced a three-year Transformative Agreement starting in 2026, enabling researchers at more than 400 institutions to publish an average of 6,000 Open Access articles a year in Springer hybrid journals. This significantly expands a prior pilot covering only part of Brazil’s output and underscores the country’s outsized role in Latin American research and Open Access adoption. Next, we will consider how this large-scale...
XTRA:CON
XTRA:CONAuto Components

How Investors Are Reacting To Continental (XTRA:CON) Shifting French Retail To Franchising After Aumovio Spin-Off

Earlier this month, Continental entered exclusive talks to sell its French ContiTrade retail operations, including more than 130 BestDrive outlets and two retreading facilities, to ASC Investment while keeping the network under a franchise model. This move advances Continental’s shift toward a fully franchised distribution structure in France, potentially lightening capital needs while preserving brand reach and service coverage. We’ll now examine how this portfolio reshaping, alongside...
XTRA:ELG
XTRA:ELGSemiconductor

The Bull Case For Elmos Semiconductor (XTRA:ELG) Could Change Following Its CES 2026 AI-Ultrasound Showcase

Elmos Semiconductor SE, in early December 2025, announced it will showcase a broad range of automotive-focused semiconductor innovations at CES 2026, including intelligent motor control ICs, smart eFuses, advanced ultrasonic sensing kits, OLED lighting solutions, and a compact quantum random number generator for secure in-vehicle communication. By combining AI-enhanced ultrasonic sensing, intelligent power management, and quantum-grade cryptography in real-world demonstrators, Elmos is...
XTRA:DTE
XTRA:DTETelecom

What Deutsche Telekom (XTRA:DTE)'s Early OpenAI Tie-Up Means For Its AI Investment Story

In December 2025, Deutsche Telekom and OpenAI announced a multi-year collaboration giving the telecom group early access to an alpha-phase model and deploying ChatGPT Enterprise across its organisation to power new AI products, customer care and network operations for its more than 261 million mobile customers worldwide. This positions Deutsche Telekom as an early large-scale telecom adopter of frontier AI, potentially reshaping how communication, customer support and network management are...