XTRA:BAS
XTRA:BASChemicals

Assessing BASF (XTRA:BAS) Valuation As Nordlicht Offshore Wind Project Reaches Key Investment Milestone

BASF (XTRA:BAS) is back in focus after partner Vattenfall confirmed the final investment decision for the Nordlicht offshore wind cluster in Germany, a large project tied to BASF’s long term renewable energy sourcing. See our latest analysis for BASF. Nordlicht’s progress comes as BASF’s share price, at €46.29, posts a 7-day share price return of 4.44% and a 90-day share price return of 6.41%, while the 1-year total shareholder return sits at 10.47%. This suggests gradually improving momentum...
XTRA:P911
XTRA:P911Auto

Does Porsche's (XTRA:P911) 2025 Delivery Decline Reframe Its Premium Brand And Demand Narrative?

Dr. Ing. h.c. F. Porsche AG has reported past full-year 2025 worldwide deliveries of 279,449 vehicles, down from 310,718 a year earlier, and confirmed that its annual financial reports will be published on March 11, 2026 on its investor relations website in German and English. This combination of softer delivery volumes and upcoming detailed financial disclosures gives investors fresh information about Porsche’s recent operating performance and demand trends across its global markets. With...
XTRA:ZAL
XTRA:ZALSpecialty Retail

Assessing Zalando (XTRA:ZAL) Valuation After Investor Seminar Signals Higher Profit And Cash Flow Potential

Why Zalando’s New York investor seminar matters for the stock story Zalando (XTRA:ZAL) is back in focus after its presentation at the German Investment Seminar in New York, where management highlighted the potential for higher profits and stronger cash generation in coming years. See our latest analysis for Zalando. The recent seminar comes after a mixed stretch for the stock, with a 2.4% 1 month share price return and a 3.4% 3 month share price decline. The 1 year total shareholder return is...
XTRA:IFX
XTRA:IFXSemiconductor

Infineon Technologies (XTRA:IFX) Valuation After Zacks Rank Strong Buy Upgrade

Infineon Technologies (XTRA:IFX) has just been added to the Zacks Rank #1 (Strong Buy) list. This move signals improving sentiment around its earnings outlook and is drawing fresh investor attention. See our latest analysis for Infineon Technologies. The recent analyst upgrade comes after a strong run in the share price, with a 30 day share price return of 15.57% and a 90 day share price return of 28.17%. The 1 year total shareholder return of 25.59% and 3 year total shareholder return of...
XTRA:EBK
XTRA:EBKElectric Utilities

How EnBW’s Exit From UK Offshore Wind And €1.20bn Impairment At EnBW (XTRA:EBK) Has Changed Its Investment Story

EnBW Energie Baden-Württemberg has in the past decided to discontinue its UK offshore wind projects Mona and Morgan after missing government Contracts for Difference support and judging the schemes uneconomic amid higher supply chain costs, lower power prices, higher interest rates and implementation risks, triggering a €1.20 billion impairment in its 2025 accounts while keeping its adjusted EBITDA outlook unchanged. This move highlights how EnBW is willing to walk away from large-scale...
XTRA:SZU
XTRA:SZUFood

Assessing Südzucker (XTRA:SZU) Valuation After Earnings Swing Back To Quarterly Profit

Südzucker (XTRA:SZU) drew fresh attention after reporting third quarter and nine month earnings, with sales lower year over year but the quarter swinging from a €119 million loss to a €3 million profit. See our latest analysis for Südzucker. At a share price of €9.49, Südzucker’s recent earnings swing back to a quarterly profit has coincided with a 4.4% year to date share price return. However, the 1 year total shareholder return of 4.68% decline and 3 year total shareholder return of 29.25%...
XTRA:SRT3
XTRA:SRT3Life Sciences

How Sartorius’ ISCC Plus Push Into Bio‑Circular Consumables At Sartorius (XTRA:SRT3) Has Changed Its Investment Story

In January 2026, Sartorius AG expanded its bio-circular product offering for more sustainable bioprocesses, with additional production hubs in Göttingen, Germany, and M'Hamdia, Tunisia now certified under the International Sustainability and Carbon Certification (ISCC Plus) scheme, enabling broader use of certified renewable raw materials across filters and single-use fluid management technologies. This certification push, which now spans sites in Germany, Tunisia, France, and the UK,...
XTRA:LHA
XTRA:LHAAirlines

Deutsche Lufthansa (XTRA:LHA) Is Down 6.9% After Barclays Flags Rising Labor And Fleet Risks

Earlier this week, Barclays downgraded Deutsche Lufthansa to Underweight, citing increased labor risks from potential pilot strikes and ground staff wage demands, alongside fleet renewal setbacks and delays in FAA approval for its new business class seats. The bank also questioned Lufthansa’s acquisition of ITA Airways, arguing that deal-related financial pressures could intensify existing labor and operational challenges across the group. We’ll now examine how heightened labor risks,...
XTRA:RWE
XTRA:RWERenewable Energy

RWE (XTRA:RWE) Is Up 5.9% After Tapping KKR To Co-Fund Massive UK Offshore Wind Build-Out

In recent days, KKR and RWE announced a 50:50 partnership to develop and operate the Norfolk Vanguard East and West UK offshore wind farms, a roughly 3GW complex off East Anglia that is expected to cost more than US$15.00 billion and start operating around 2029–2030 under UK Contracts for Difference. This agreement, alongside RWE securing 6.90 GW of UK offshore wind CfDs, highlights how the company is using co-investment to scale capital-intensive renewables while sharing risk and funding...
XTRA:ALV
XTRA:ALVInsurance

Allianz’s Responsible AI Workforce Push With Anthropic Might Change The Case For Investing In Allianz (XTRA:ALV)

On 9 January 2026, Anthropic announced a global partnership with Allianz SE to accelerate the adoption of responsible AI across Allianz’s operations, focusing on employee empowerment, AI-driven coding tools, and insurance-specific models. A particularly important aspect of the partnership is Allianz’s commitment to group-wide AI upskilling, aiming to make AI capabilities part of every employee’s core skill set. We’ll now examine how Allianz’s AI-focused collaboration and workforce upskilling...
XTRA:FTK
XTRA:FTKCapital Markets

3 European Stocks Estimated To Be Trading Up To 43.4% Below Intrinsic Value

As the European markets continue to show optimism with indices like the STOXX Europe 600 Index climbing 2.27%, investors are keenly observing opportunities amid a strengthening eurozone economy and favorable interest rate conditions. In this context, identifying undervalued stocks becomes crucial, as these can offer potential value when trading below their intrinsic worth, especially in a market environment that is buoyed by positive economic indicators and company earnings.
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Why Bayer (XTRA:BAYN) Is Up 6.5% After Gene Therapy, AI Drug Discovery Updates – And What's Next

In early January 2026, Bayer’s gene therapy subsidiary AskBio reported that the FDA had accepted its IND for AB-1009, a Fast Track- and Orphan Drug-designated AAV gene therapy for late-onset Pompe disease, while Bayer also disclosed new alliances in heart-targeted siRNA and AI-driven antibody design. Together, these pipeline and collaboration updates highlight Bayer’s increasing emphasis on advanced genetic medicines and AI-enabled R&D to reinforce its pharmaceuticals portfolio. We’ll now...
XTRA:LEG
XTRA:LEGReal Estate

A Look At LEG Immobilien (XTRA:LEG) Valuation As Sentiment Improves And Platform Strategy Gains Traction

Recent commentary around LEG Immobilien (XTRA:LEG) has turned more constructive, with analysts and insiders highlighting its shift toward a scalable housing platform, its focus on efficiency and ESG, and stabilizing bond yields that have eased some downside concerns. See our latest analysis for LEG Immobilien. At a share price of €65.15, LEG Immobilien has seen a 6.45% 1 month share price return, but its 1 year total shareholder return of 12.33% decline shows longer term momentum has been...
XTRA:CBK
XTRA:CBKBanks

Assessing Commerzbank (XTRA:CBK) Valuation After Recent Share Price Swings And Conflicting Fair Value Signals

Commerzbank (XTRA:CBK) is back in focus for investors after recent share price swings, prompting a closer look at how its current valuation lines up with its earnings profile and balance sheet strength. See our latest analysis for Commerzbank. Recent moves have been choppy, with a 2.8% one day share price return decline and a modest 1.7% 7 day pullback. However, a 90 day share price return of 18.1% and a very large 5 year total shareholder return suggest momentum has largely been building...
XTRA:MBG
XTRA:MBGAuto

Assessing Mercedes-Benz Group (XTRA:MBG) Valuation After Mixed Recent Share Price Performance

Mercedes-Benz Group (XTRA:MBG) stock has recently drawn attention after a mixed run, with a roughly 2% decline over the past month but an 11% gain in the past 3 months, prompting closer valuation questions. See our latest analysis for Mercedes-Benz Group. The latest share price of €59.34 sits against a mixed backdrop, with a roughly 2% 1-month share price decline alongside an 11% 3-month share price return. At the same time, the 1-year total shareholder return of 16.89% points to momentum...