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...
XTRA:NDX1
XTRA:NDX1Electrical

How Investors Are Reacting To Nordex (XTRA:NDX1) New 1.16 GW Multi‑Country Wind Turbine Orders

In early January 2026, Nordex SE announced multiple new wind turbine orders across Canada, France, Belgium, Portugal and Spain, totaling over 1.16 GW of capacity and including long-term service agreements and first deployments of its N175/6.X model in Canada and Spain. These geographically diverse, multi-year orders highlight steady demand for Nordex’s newer turbine platforms and reinforce the company’s service-led, recurring revenue model across several key wind power markets. Next, we will...
XTRA:ALV
XTRA:ALVInsurance

Allianz (XTRA:ALV) Valuation Check As New Anthropic AI Partnership Draws Fresh Attention

Allianz (XTRA:ALV) has moved into the spotlight after announcing a global partnership with Anthropic to roll out responsible AI tools across its insurance operations, coding workflows and workforce training programs. See our latest analysis for Allianz. Despite the buzz around responsible AI, Allianz’s €379.8 share price has had a softer start to the year, while its 1-year total shareholder return of 34.03% and 3-year total shareholder return of about 2x suggest longer term momentum is still...
XTRA:BMW
XTRA:BMWAuto

Assessing BMW (XTRA:BMW) Valuation After Recent Share Price Volatility

With no single headline event driving attention, Bayerische Motoren Werke (XTRA:BMW) has been drawing interest due to its recent share performance and fundamentals, as investors reassess exposure to large European automakers. See our latest analysis for Bayerische Motoren Werke. Recent trading has been choppy, with a 1 day share price return showing a 2.23% decline and a 7 day share price return showing a 4.92% decline. The 90 day share price return of 12.14% sits alongside a 1 year total...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Is Bayer (XTRA:BAYN) Resetting Or Repricing After A 1 Year Near-Double In Shares?

If you are trying to work out whether Bayer is genuinely good value or just looks cheap on the surface, you will want a clear view of how the market is currently pricing the stock. The share price sits at €38.95, with returns of 2.4% over the past week, 6.9% over the last month, 2.5% year to date, and 99.6% over the past year, while the 3 year and 5 year returns are 28.2% and 17.2% declines respectively. These mixed results, with a very strong 1 year return against weaker multi year...
XTRA:SIE
XTRA:SIEIndustrials

Is Siemens (XTRA:SIE) Quietly Recasting Its Moat Around AI-Powered Industrial Digital Twins?

Earlier this month, Siemens and partners including NVIDIA, Universal Robots, Robotiq, PepsiCo and Commonwealth Fusion Systems expanded collaborations around AI-driven industrial digital twins, alongside Siemens’ launch of its new Digital Twin Composer software for building photorealistic, data-connected “industrial metaverse” environments. Together, these moves reinforce Siemens’ push to embed industrial AI and simulation across design, manufacturing and infrastructure, positioning its...
XTRA:IFX
XTRA:IFXSemiconductor

Is Infineon’s Silicon Carbide EV Push And Dividend Policy Reframing Its Investment Case (XTRA:IFX)?

Infineon Technologies AG has confirmed an annual dividend of €0.35 per share, payable on February 24, 2026, with the ex-dividend date on February 20 and record date on February 23. Alongside this shareholder payout, Infineon’s push into Silicon Carbide solutions for wireless electric vehicle charging highlights its increasing exposure to emerging power electronics applications. We’ll now explore how Infineon’s expanding Silicon Carbide role in wireless EV charging could influence its...
XTRA:RHM
XTRA:RHMAerospace & Defense

Rheinmetall (XTRA:RHM) Valuation Check As Geopolitical Tensions Renew Interest In Defense Stocks

Rheinmetall (XTRA:RHM) is back in focus after rising interest in defense stocks tied to recent geopolitical tensions, including US activity around Venezuela and an incident involving a Russian oil tanker. See our latest analysis for Rheinmetall. The recent geopolitical headlines seem to have fed into Rheinmetall’s momentum, with a 7 day share price return of 9.28% and a 30 day share price return of 17.70% on the way to a year to date gain of 18.73%. Meanwhile, the 1 year total shareholder...
XTRA:LEG
XTRA:LEGReal Estate

Did Analyst Confidence and Insider Buying Just Reframe LEG Immobilien's (XTRA:LEG) Platform-Model Narrative?

In recent days, analysts have reiterated strong confidence in LEG Immobilien SE, highlighting its transition toward a scaled, platform-style housing operator focused on efficiency, affordability, and ESG-oriented energy upgrades under Germany’s tight regulatory framework. What stands out is the combination of a strong buy analyst consensus and increased insider buying, suggesting that both external analysts and internal stakeholders see the company’s platform model and operational resilience...
XTRA:EVT
XTRA:EVTLife Sciences

Evotec (XTRA:EVT) Is Up 17.3% After Landing €250m Sanofi Alliance And IR Overhaul – Has The Bull Case Changed?

Evotec SE recently entered a five-year multi-component alliance with Sanofi, featuring a minimum guaranteed commitment of €250 million and an upfront payment of more than €40 million, while also appointing Dr. Sarah Fakih as Executive Vice President, Head of Global Communications and Investor Relations to integrate its communications and investor outreach. The combination of a large, multi-year Sanofi commitment across Evotec’s Execute and Innovate segments and a strengthened investor...
XTRA:SAP
XTRA:SAPSoftware

Assessing SAP (XTRA:SAP) Valuation After Wells Fargo Endorsement And New AI Growth Initiatives

Recognition from Wells Fargo as its preferred software name, new AI products for retail, deeper AI use in consulting with KPMG, and fresh regional leadership have put SAP (XTRA:SAP) firmly in focus for investors. See our latest analysis for SAP. These AI announcements and the recognition from Wells Fargo come as SAP trades at €213.1, with a 7 day share price return of 3.35% and a year to date share price return of 5.52%. The 1 year total shareholder return of an 11.84% decline contrasts with...