XTRA:CBK
XTRA:CBKBanks

Commerzbank (XTRA:CBK) Valuation Check After 130% One-Year Rally and Recent Share Price Strength

Commerzbank (XTRA:CBK) has been on investors radar after a strong run, with the stock up roughly 13% over the past month and more than 130% over the past year. See our latest analysis for Commerzbank. The latest move to a share price of $35.32 caps a remarkable stretch, with a triple digit year to date share price return and a 1 year total shareholder return above 130, signalling strong, persistent momentum rather than a short lived spike. If Commerzbank’s run has you rethinking where the...
XTRA:AFX
XTRA:AFXMedical Equipment

Order Growth Amid Margin Pressure Could Be A Game Changer For Carl Zeiss Meditec (XTRA:AFX)

Carl Zeiss Meditec AG has reported past full-year 2025 results showing sales of €2,227.65 million, up from €2,066.13 million, while net income eased to €141.21 million and basic EPS from continuing operations declined to €1.61. The company also set an annual dividend of €0.55 per share, as it highlighted strong order entry, a higher share of recurring revenue and accelerating Microsurgery growth, even as margins came under pressure from US tariffs and foreign exchange effects. We’ll now...
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:MRK
XTRA:MRKPharmaceuticals

Is Merck KGaA Offering an Opportunity After Recent Share Price Rebound?

If you are wondering whether Merck KGaA is quietly becoming a bargain or just a classic value trap, you are in the right place to unpack what the market might be missing. Despite being down 15.3% year to date and 12.6% over the last year, the stock has bounced about 6.4% in the past month while barely moving over the last week, which suggests sentiment could be starting to shift. That recent move comes as investors refocus on Merck KGaA's diversified exposure to life science tools,...
XTRA:P911
XTRA:P911Auto

Is Porsche Stock Still Attractive After a 20.6% Slide Amid Premium Valuation Concerns?

Wondering if Dr. Ing. h.c. F. Porsche is a bargain hiding in plain sight, or a value trap in the making? Here is a breakdown of where the market might be mispricing this iconic sports car brand. The stock has slipped 0.1% over the last week, bounced about 4.3% in the last month, but is still down 20.6% year to date and 17.2% over the past year, reflecting a cautious shift in sentiment after a tough multi year slide of 44.8%. Recent headlines have focused on the broader auto sector's...
XTRA:VOW3
XTRA:VOW3Auto

Does the Recent Rally and EV Pivot Leave VW Shares Still Attractive in 2025?

Wondering if Volkswagen is still a value play or if the easy money has already been made? Here is a breakdown of what the current share price is really implying, and where the valuation story might be heading next. Volkswagen's share price has been choppy in the short term, down 2.8% over the last week, but it is still up 9.9% over the past month, 19.2% year to date, and 27.1% over the last year, which suggests sentiment has been steadily improving. Recent headlines have focused on...
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...
DB:NVQ
DB:NVQIT

Exploring Aplicaciones y Tratamiento de Sistemas And 2 Other European Small Caps with Solid Foundations

In the current European market landscape, major stock indexes have shown mixed performance, with Germany's DAX and Italy's FTSE MIB experiencing gains while France's CAC 40 and the UK's FTSE 100 faced declines. Amidst these fluctuations, small-cap stocks can offer unique opportunities for investors due to their potential for growth and resilience in diverse economic conditions. Identifying promising small-cap companies often involves looking at those with solid foundations and strong...
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...