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...
XTRA:DBK
XTRA:DBKCapital Markets

Deutsche Bank (XTRA:DBK): Has the Share Price Rally Outrun Its Valuation?

Deutsche Bank (XTRA:DBK) has quietly turned into one of Europe’s stronger bank stock stories, with the share price nearly doubling over the past year and comfortably outpacing the wider financial sector. See our latest analysis for Deutsche Bank. That strength is not just a short burst either, with a near 94% year to date share price return and a roughly 300% five year total shareholder return signalling powerful momentum as markets reassess Deutsche Bank’s earnings power and risk profile. If...
XTRA:HBH
XTRA:HBHSpecialty Retail

HORNBACH (XTRA:HBH) Valuation After Q3 Update Confirms Flat Outlook and Pressure on Earnings

HORNBACH Holding KGaA (XTRA:HBH) has shaken up investor attention with preliminary Q3 2025/26 figures showing earnings down even as sales inched higher, putting margins and costs squarely in focus. See our latest analysis for HORNBACH Holding KGaA. At a share price of $84.5, HORNBACH’s recent 7 day share price return of minus 4.7 percent and 90 day share price return of minus 16.8 percent suggest momentum has cooled, even though the year to date share price return is still positive and the 3...
XTRA:SIE
XTRA:SIEIndustrials

How Siemens’ Higher Dividend and Buybacks Will Impact Siemens (XTRA:SIE) Investors

Siemens Aktiengesellschaft has announced an increased annual dividend of €5.35 per share, payable on 17 February 2026, alongside continued execution of its share buyback program, which has repurchased 19.19 million shares since February 2024. This combination of a higher cash payout and ongoing share repurchases underscores Siemens’ emphasis on returning capital to shareholders while it invests in automation and digitalization opportunities such as control room solutions. We’ll now examine...
XTRA:IFX
XTRA:IFXSemiconductor

Will U.S. Patent Win and Possible Import Ban Shift Infineon Technologies' (XTRA:IFX) GaN Narrative?

In December 2025, the U.S. International Trade Commission issued a preliminary ruling that Innoscience violated one of Infineon Technologies’ gallium nitride (GaN) patents, confirming the validity of both asserted patents and potentially paving the way for a future import ban on the allegedly infringing products into the U.S. Combined with parallel wins in German courts, this decision highlights the strength of Infineon’s GaN intellectual property portfolio and its willingness to enforce it...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen (XTRA:VOW3) Valuation Check After €160B Investment Push Into EVs, Software and AI-Driven Manufacturing

Volkswagen (XTRA:VOW3) is doubling down on its long term overhaul, combining a planned €160 billion investment with a fresh strategy leadership team and site repurposing to push deeper into software, EVs, and AI driven manufacturing. See our latest analysis for Volkswagen. The market seems to be warming to this reset, with a roughly 10 percent 1 month share price return and a 1 year total shareholder return above 30 percent, suggesting momentum is building rather than fading. If this kind of...
XTRA:TKA
XTRA:TKAMetals and Mining

Will Massive Steel Job Cuts and Restructuring Push thyssenkrupp's (XTRA:TKA) Narrative to a Breaking Point?

thyssenkrupp AG recently reported full-year 2025 results showing sales of €32,837 million and net income of €465 million, while simultaneously warning that heavy restructuring and provisions at its steel unit could push the group to a substantial net loss and negative free cash flow in the current fiscal year. Alongside spinning off its Marine Systems business and pausing or cutting capacity at key European electrical steel plants, the group’s planned 11,000 steel job reductions highlight...
XTRA:VNA
XTRA:VNAReal Estate

Vonovia (XTRA:VNA) Valuation Check as New Development and HR Leaders Signal Strategic Shift

Vonovia (XTRA:VNA) has caught investors’ attention after its Supervisory Board lined up a new Chief Development Officer, renewable energy veteran Katja Wünschel, and extended HR chief Ruth Werhahn’s contract well into the next decade. See our latest analysis for Vonovia. These leadership moves land at a tricky point in the cycle, with Vonovia’s share price at €24.13 after a weak year to date and a negative one year share price return, even though the three year total shareholder return is...
XTRA:MUV2
XTRA:MUV2Insurance

What Munich Re (XTRA:MUV2)'s Ongoing Share Buybacks Reveal About Its Retail-Heavy Ownership Structure

Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München has released its 21st interim report on the ongoing share buyback program, confirming that between 3 and 5 December 2025 it repurchased 88,261 shares, bringing total buybacks since 15 May 2025 to 2,683,182 shares. New data showing that retail investors hold 55% of the company, alongside 45% institutional ownership and a widely dispersed shareholder base, underlines how capital return decisions such as buybacks are shaped...
XTRA:ENR
XTRA:ENRElectrical

Siemens Energy (XTRA:ENR) Valuation After Activist Push to Spin Off Underperforming Wind Business

Ananym Capital’s new activist stake in Siemens Energy (XTRA:ENR) and its call to spin off the troubled wind arm has pushed the stock back into focus, as investors reassess where future value really lies. See our latest analysis for Siemens Energy. The activist pressure lands on a stock that already has strong momentum, with a 30 day share price return of 16.06 percent and a year to date share price gain of 143.12 percent. The three year total shareholder return of 604.27 percent shows how...
XTRA:NDX1
XTRA:NDX1Electrical

Nordex (XTRA:NDX1) Valuation After Record Alliant Energy Turbine Deal and Strong U.S. Growth Prospects

Nordex (XTRA:NDX1) just landed its largest ever United States turbine award, as Alliant Energy has selected the company to supply up to 190 turbines for Midwest wind projects scheduled for 2028 and 2029. See our latest analysis for Nordex. That backdrop helps explain why momentum has been so strong, with Nordex’s share price delivering a 142.6 percent year to date return and a 150.2 percent total shareholder return over the past 12 months as investors reprice its growth prospects. If this...
XTRA:DTG
XTRA:DTGMachinery

How Investors Are Reacting To Daimler Truck Holding (XTRA:DTG) Upgrading LiDAR For Level 4 Freightliner Cascadia

Daimler Truck recently announced that its autonomous Freightliner Cascadia trucks will receive upgraded LiDAR sensors from Innoviz Technologies, with Torc Robotics integrating the technology as part of its push toward Level 4 autonomous operation. This sensor collaboration deepens Daimler Truck’s commitment to combining LiDAR, radar and camera systems to enhance safety and operational capabilities in its autonomous freight platform. We’ll now examine how this LiDAR upgrade for Level 4...
XTRA:HLAG
XTRA:HLAGShipping

Is Hapag-Lloyd Attractively Priced After 2025 Shipping Slowdown And Red Sea Disruptions?

Wondering if Hapag-Lloyd at around €122.90 is a bargain or a value trap right now? This article will walk you through what the current price is really telling us. The stock has bounced 6.6% over the last week and 4.8% over the past month, but is still down 24.3% year to date and 15.7% over the last year, which hints at shifting sentiment and possibly changing risk perceptions. Recent headlines have focused on container shipping demand normalising after the post pandemic surge. At the same...
XTRA:DB1
XTRA:DB1Capital Markets

Deutsche Börse (XTRA:DB1) Valuation: Assessing the Stock After Its Strategic Digital Assets Partnership With Kraken

Deutsche Börse (XTRA:DB1) just took a meaningful step deeper into digital assets, unveiling a wide ranging strategic partnership with Kraken that links its core trading, custody, and derivatives infrastructure directly with crypto markets. See our latest analysis for Deutsche Börse. Despite the buzz around this Kraken tie up, Deutsche Börse’s €219.5 share price has logged a 5.28 percent 1 month share price return but remains slightly down year to date. Its 5 year total shareholder return of...
XTRA:ADS
XTRA:ADSLuxury

Is adidas Stock Pricing In Its Recovery After Direct to Consumer Pivot?

Thinking about whether adidas is a bargain or a value trap at today’s price? You are not alone, and this breakdown is designed to help you see what the market might be missing. Despite being up 1.0% over the last week and 2.3% over the last month, the stock is still down 31.8% year to date and 32.6% over the past year, a combination that often signals either deep value or lingering risk. Recent headlines have focused on adidas pushing harder into direct to consumer channels and refreshing...