XTRA:DBK
XTRA:DBKCapital Markets

Assessing Deutsche Bank (XTRA:DBK) Valuation After Vote Connect Total US Launch And Recent Corporate Moves

Why Deutsche Bank is back on investors’ radar Interest in Deutsche Bank (XTRA:DBK) has picked up after the launch of its Vote Connect Total US digital proxy voting platform with Proxymity, coupled with fresh corporate partnerships, financing activity, and focused operational moves. See our latest analysis for Deutsche Bank. Those recent bond issuances, partnership wins and the US proxy voting launch come as Deutsche Bank’s share price trades at $33.65, with a 90 day share price return of...
XTRA:SY1
XTRA:SY1Chemicals

Symrise (XTRA:SY1) Valuation After €295 Million Impairments And Potential Terpenes Divestment

Why Symrise’s latest impairments matter for shareholders Symrise (XTRA:SY1) has put fresh attention on its shares after announcing around €295 million in non-cash impairment charges tied to its terpenes business and its investment in Sweden listed Swedencare AB. The company is in advanced talks to sell the terpenes unit through a structured bidding process. This triggers IFRS 5 treatment and an impairment of about €145 million in the fourth quarter of 2025, weighing on EBIT. Separately,...
XTRA:BAS
XTRA:BASChemicals

Is BASF (XTRA:BAS) Still Attractive After Recent Gains And Conflicting Valuation Signals

If you are wondering whether BASF at €45.82 is a bargain or just fairly priced, it helps to break the story down into what the recent share moves and valuation checks are actually saying. Over the short term, BASF shares have returned 3.8% over 7 days, 3.5% over 30 days and 2.3% year to date, while the 1 year return sits at 9.0% and the 3 year return at 4.8%. This compares with a 5 year return of a 7.0% decline. Recent news around BASF has focused on its role as a major European chemicals...
XTRA:IFX
XTRA:IFXSemiconductor

Is It Time To Reassess Infineon Technologies (XTRA:IFX) After Its Recent Share Price Rally?

If you are wondering whether Infineon Technologies is offering fair value at today’s price, you are not alone. Many investors are asking the same question as the share price shifts. The stock trades at €41.40 after a 1.7% decline over the last 7 days, a 15.5% gain over 30 days, 8.2% year to date, 25.1% over 1 year and 31.3% over 3 years. This naturally raises questions about how much of the story is already reflected in the price. Recent news coverage has highlighted Infineon Technologies as...
XTRA:RHM
XTRA:RHMAerospace & Defense

Should Heightened Geopolitical Tensions and Defense Flows Require Action From Rheinmetall (XTRA:RHM) Investors?

In recent weeks, Rheinmetall has been swept up in a broader shift toward defense-related assets as global geopolitical tensions intensified, including US actions involving Venezuela and a Russian oil tanker. This has reinforced Rheinmetall’s role in the market as a key beneficiary when investors look for exposure to defense and security themes during periods of heightened geopolitical risk. We’ll now examine how this heightened geopolitical backdrop and investor interest in defense...
XTRA:NDX1
XTRA:NDX1Electrical

Is It Too Late To Consider Nordex (XTRA:NDX1) After A 157% One Year Surge?

If you are looking at Nordex and wondering whether the recent share price puts it at a fair level, expensive, or still attractive, this article will walk through the key valuation angles in plain terms. The stock last closed at €32.08, with a 7 day return of 3.1% decline, a 30 day return of 8.6%, a year to date return of 6.0% and a 1 year return of 157.1%. This naturally raises questions about how much of the story is already priced in. Recent coverage around Nordex has focused on its role...
XTRA:SHA0
XTRA:SHA0Auto Components

Is Schaeffler (XTRA:SHA0) Elevating Asia/Pacific To The Core Of Its Global Strategy?

Schaeffler AG has confirmed that, effective January 1, 2026, Maximilian Fiedler, 38, was appointed Regional Chief Executive Officer Asia/Pacific and joined the Schaeffler Group Executive Board, after serving as interim Regional CEO alongside his CFO Asia/Pacific role since June 2025. Fiedler’s elevation from regional CFO to Executive Board member underscores the growing organizational importance of the Asia/Pacific business within Schaeffler’s global structure. We’ll now explore how...
XTRA:BMW
XTRA:BMWAuto

Is It Time To Reassess BMW (XTRA:BMW) After Recent Share Price Pullback?

If you are wondering whether Bayerische Motoren Werke shares are offering good value at around €90.86, the starting point is understanding how the current price compares with different ways of assessing worth. The stock is down 2.4% over the last 7 days, 4.5% over 30 days and 5.7% year to date, yet it has returned 24.4% over 1 year, 20.8% over 3 years and 71.7% over 5 years, which may interest investors who are thinking about what comes next. Recent coverage around Bayerische Motoren Werke...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen (XTRA:VOW3) Valuation Check After 2025 Delivery Declines In China And North America

Volkswagen (XTRA:VOW3) is back in focus after reporting 2025 delivery declines across its core brands, with weaker volumes in China and tariff related pressure in North America drawing fresh attention to the stock. See our latest analysis for Volkswagen. Despite the pressure from weaker deliveries in China and tariff effects in North America, Volkswagen’s 90 day share price return of 15.30% and 1 year total shareholder return of 18.42% suggest that recent momentum has been building from a...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Assessing Bayer (XTRA:BAYN) Valuation After Conference Updates On Oncology, Cardiology And Gene Therapy Growth

Bayer (XTRA:BAYN) is back in focus after management used the J.P. Morgan Healthcare Conference to spotlight regulatory expansion plans, fresh product launches in oncology and cardiology, as well as progress across gene therapy and siRNA partnerships. See our latest analysis for Bayer. The share price has reacted strongly to this stream of oncology and cardiology updates, with a 1 day share price return of 7.0% and a 90 day share price return of 53.82%, lifting total shareholder return to...
XTRA:FRE
XTRA:FREHealthcare

Assessing Fresenius SE KGaA (XTRA:FRE) Valuation After New Cell Therapy Agreement With TQ Therapeutics

Fresenius SE KGaA (XTRA:FRE) is drawing fresh attention after Fresenius Kabi agreed an exclusive cell selection technology license with TQ Therapeutics, targeting wider access to cell and gene therapies and potential expansion of its treatment toolkit. See our latest analysis for Fresenius SE KGaA. The collaboration around cell and gene therapies comes as Fresenius SE KGaA’s €51.98 share price sits on a 10.10% 3 month share price return and a 50.36% 1 year total shareholder return. This...
XTRA:DTE
XTRA:DTETelecom

How Investors May Respond To Deutsche Telekom (XTRA:DTE) Expanding Network‑Level Branded Calling In Germany

In early January 2026, Hiya and First Orion each announced collaborations with Deutsche Telekom to roll out network-level branded calling services for business customers and all mobile subscribers in Germany, aiming to improve caller identification, reduce fraud concerns, and make legitimate business calls more recognizable without requiring additional apps. By embedding verified caller identity directly into its mobile network, Deutsche Telekom is using branded calling as a way to enhance...
XTRA:SAP
XTRA:SAPSoftware

Is SAP (XTRA:SAP) Offering Value After A 12 Month 18.1% Share Price Decline?

If you are wondering whether SAP at €205.85 is a fair deal right now, you are not alone. The stock’s recent swings have many investors rethinking what they are willing to pay. Over the last year the share price shows an 18.1% decline, even though the 3 year and 5 year returns of 96.3% and 113.1% paint a very different picture of how the stock has behaved over longer periods. Recent headlines around SAP have focused on broad market sentiment toward large software names and how investors are...
XTRA:O4B
XTRA:O4BCapital Markets

European Dividend Stocks Yielding Up To 7.1%

Amidst a backdrop of optimism in the European markets, with the STOXX Europe 600 Index climbing 2.27% and major indexes like Germany’s DAX and France’s CAC 40 showing significant gains, investors are increasingly looking towards dividend stocks as a means to capitalize on favorable economic conditions. In such an environment, selecting good dividend stocks often involves considering their yield potential alongside factors such as company earnings stability and the broader interest rate...
XTRA:SY1
XTRA:SY1Chemicals

Symrise (XTRA:SY1) Is Up 7.7% After Major Non-Cash Impairments Reshape Its 2025 Outlook

Symrise AG has disclosed that, in late 2025, it entered advanced talks to sell its terpenes business and recorded non-cash impairment charges of about €145.00 million on that unit and €150.00 million on its investment in Swedencare AB, materially affecting 2025 EBIT and EBITDA under IFRS 5. These write-downs highlight a sharper refocus on higher-priority assets, while also signaling that prior expectations for 2025 results no longer align with current accounting realities. We’ll now examine...
XTRA:DBK
XTRA:DBKCapital Markets

Does Deutsche Bank’s Wave of Long-Dated Senior Notes Signal a New Capital Playbook for (XTRA:DBK)?

In recent days, Deutsche Bank Aktiengesellschaft has issued and completed multiple fixed-rate, callable senior unsecured note offerings across US$-denominated Eurobond and Eurodollar formats, with maturities stretching from 2031 to 2051 and coupons between 4.30% and 5.75%. These back-to-back issues, alongside a new head of private banking for Suisse Romande and a digital proxy-voting rollout, highlight an active funding and client-service agenda that could influence how investors assess...
XTRA:BC8
XTRA:BC8IT

Assessing Bechtle (XTRA:BC8) Valuation As ROCE Slips And Growth Expectations Cool

Bechtle (XTRA:BC8) is back in focus after a reported slide in return on capital employed from 15% to 12% over five years, raising fresh questions about how efficiently its reinvested cash is working. See our latest analysis for Bechtle. At a share price of €44.36, Bechtle has a 90 day share price return of 25.52%, while the 1 year total shareholder return of 52.57% contrasts with a 5 year total shareholder return decline of 17.95%, suggesting momentum has picked up recently even as longer...