XTRA:DTE
XTRA:DTETelecom

How Investors May Respond To Deutsche Telekom (XTRA:DTE) Doubling Down On Back-to-Back €2 Billion Buybacks

Deutsche Telekom AG has completed its 2025 share repurchase, buying back about 65.4 million shares for €2.00 billion, and has now begun a new 2026 buy-back program of up to €2.00 billion under the long-term authorization granted at its April 2025 AGM. This rapid shift from finishing one sizeable buy-back to launching another highlights management’s continued focus on capital returns and active balance sheet management. We will now examine how this renewed €2.00 billion repurchase effort...
XTRA:TEG
XTRA:TEGReal Estate

A Look At TAG Immobilien (XTRA:TEG) Valuation As Higher Interest Rates Pressure Debt Costs And Property Values

TAG Immobilien (XTRA:TEG) is under increased investor scrutiny as higher European interest rates push up financing costs and weigh on property valuations, a key issue for its affordable residential focus in Germany. See our latest analysis for TAG Immobilien. At a share price of €13.37, TAG Immobilien has seen mixed momentum, with a 1 year total shareholder return of 1.03% contrasting with a strong 3 year total shareholder return of 89.27% and a weaker 5 year total shareholder return of...
XTRA:DHL
XTRA:DHLLogistics

Assessing Deutsche Post (XTRA:DHL) Valuation After Strong Recent Shareholder Returns

Why Deutsche Post is on investors’ radar now Deutsche Post (XTRA:DHL) has caught fresh attention after its shares recently closed at €48.32. This has prompted investors to reassess how the logistics group’s current valuation lines up with its fundamentals and recent returns. See our latest analysis for Deutsche Post. That €48.32 share price sits on top of a 90 day share price return of 24.22% and a 1 year total shareholder return of 47.23%, which indicates that momentum has been building...
XTRA:DBK
XTRA:DBKCapital Markets

A Look At Deutsche Bank (XTRA:DBK) Valuation After Recent Senior Unsecured Debt Offerings

Deutsche Bank (XTRA:DBK) has been active in the debt markets, announcing and completing several senior unsecured fixed income offerings across maturities from 2030 to 2051, with fixed coupons generally around the mid single digits. See our latest analysis for Deutsche Bank. These debt offerings sit alongside mixed recent trading, with the €33.41 share price coming after a 1 month share price return of 7.38% and a 90 day share price return of 9.58%, while the 1 year total shareholder return of...
XTRA:RHM
XTRA:RHMAerospace & Defense

Rheinmetall (XTRA:RHM) Is Up 11.5% After Trump’s Venezuela Move Spurs Geopolitical Risk Repricing

In recent days, President Trump's intervention in Venezuela heightened concerns about global insecurity, drawing renewed attention to major defense contractors such as Rheinmetall. This reaction underscores how shifts in geopolitical risk can quickly influence investor focus on companies tied to military and security spending. Next, we will examine how rising geopolitical tensions linked to Venezuela might reshape Rheinmetall’s investment narrative and perceived growth drivers. AI is about...
XTRA:ALV
XTRA:ALVInsurance

What Allianz (XTRA:ALV)'s Slip to No. 2 in Global Assets Ranking Means For Shareholders

Berkshire Hathaway recently moved ahead of Allianz SE to take the top spot in AM Best’s global ranking of insurers by non-banking assets, ending Allianz’s five-year run at No. 1 even as Allianz’s asset base continued to grow. This shift underscores how competition among the largest global insurers remains intense, with relative scale and asset growth closely watched as indicators of industry influence and balance sheet strength. We will now assess how Allianz’s move to the No. 2 spot in AM...
XTRA:TKA
XTRA:TKAMetals and Mining

How Investors May Respond To thyssenkrupp (XTRA:TKA) Being Tied To Rising EV Magnesium Component Demand

In recent days, attention has turned to thyssenkrupp as industry reports highlighted growing opportunities in magnesium automotive parts, driven by electric vehicle adoption and stricter emission regulations, with the company named alongside global peers as a key supplier. An interesting angle is the strong growth potential identified in the Asia-Pacific magnesium components market, which could reshape where and how thyssenkrupp prioritizes its automotive materials exposure. We will now...
XTRA:SHA0
XTRA:SHA0Auto Components

A Look At Schaeffler (XTRA:SHA0) Valuation After Strong Recent Share Price Gains

Schaeffler (XTRA:SHA0) shares have caught investor attention after recent price moves, with the stock showing strong trailing returns and double digit gains over the past month and over the past three months. See our latest analysis for Schaeffler. The latest share price of €8.665 sits alongside a 30 day share price return of 13.56% and a 90 day share price return of 36.46%, while the 1 year total shareholder return of 111.49% points to strong momentum rather than a short lived bounce. If...
XTRA:PUM
XTRA:PUMLuxury

Is Puma (XTRA:PUM) Now An Opportunity After Years Of Share Price Weakness?

If you are looking at PUMA and asking whether the current share price reflects the true value of the business, this article is designed to walk you through that question step by step. PUMA's share price recently closed at €22.28, with returns of 0.1% over 7 days, 5.0% over 30 days, a 0.5% decline year to date, and longer term declines of 47.9% over 1 year, 61.8% over 3 years, and 72.3% over 5 years. This may signal that the market is reassessing growth potential and risk. Recent headlines...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Will Bayer's VVD-214 Oncology Bet and J.P. Morgan Update Change Bayer's (XTRA:BAYN) Narrative

Vividion Therapeutics, Bayer’s wholly owned subsidiary, recently published on the cover of the Journal of Medicinal Chemistry its discovery and optimization of VVD-214, a covalent Werner helicase inhibitor now in Phase I trials for MSI-high cancers, including in combination with pembrolizumab. This work showcases Bayer’s use of chemoproteomics and a covalent-first approach to pursue targeted oncology therapies that may diversify and deepen its pharmaceutical pipeline. We’ll now examine how...
XTRA:IFX
XTRA:IFXSemiconductor

Is Infineon (XTRA:IFX) Using PSOC Edge To Quietly Reshape Its Edge AI Moat?

Mouser Electronics recently began shipping Infineon Technologies’ new PSOC Edge machine learning microcontrollers, which combine Arm Cortex-M55 processors, M33 coprocessors, and Infineon’s NNLite accelerator to power responsive, low‑power edge AI devices for smart home, robotics, industrial, and HMI applications. An interesting angle is how PSOC Edge’s always-on AI capabilities, coupled with ModusToolbox and DEEPCRAFT Studio support, aim to simplify engineers’ adoption of voice, audio, and...
XTRA:SIE
XTRA:SIEIndustrials

What Siemens (XTRA:SIE)'s CES 2026 Industrial AI and Digital Twin Push Means For Shareholders

At CES 2026, Siemens and partners including NVIDIA, Universal Robots, Robotiq, PepsiCo and Commonwealth Fusion Systems announced expanded collaborations to deploy industrial AI, digital twins and adaptive manufacturing, underpinned by Siemens’ new Digital Twin Composer software and an Industrial AI Operating System vision. By combining photorealistic, physics-based digital twins with real-time factory data in live projects like PepsiCo’s U.S. facilities and CFS’s SPARC fusion machine,...