XTRA:MTX
XTRA:MTXAerospace & Defense

Assessing MTU Aero Engines (XTRA:MTX) Valuation After €600m Convertible Bond Refinancing Move

MTU Aero Engines (XTRA:MTX) has kicked off a refinancing move by launching a new €600 million convertible bond maturing in 2033 and offering to repurchase its 2027 convertible bonds for cash. See our latest analysis for MTU Aero Engines. At a share price of €383.80, MTU Aero Engines has seen a 30 day share price return of 8.42%, while the 1 year total shareholder return of 19.26% and 5 year total shareholder return of 89.69% point to momentum that has built over time rather than faded. The...
XTRA:ZAL
XTRA:ZALSpecialty Retail

The Bull Case For Zalando (XTRA:ZAL) Could Change Following Erfurt Logistics Closure Reshaping Strategy

Zalando has announced it will close its Erfurt, Germany fulfillment center, putting about 2,700 jobs at risk as part of an effort to reshape its pan-European logistics network. The move highlights how Zalando is willing to restructure core operations, including concentrated warehouse capacity, in pursuit of a more efficient logistics footprint across Europe. We’ll examine how closing the Erfurt fulfillment center, and the related logistics reshaping, could influence Zalando’s longer-term...
XTRA:G24
XTRA:G24Interactive Media and Services

Is Scout24’s CFO Transition Reshaping Capital Allocation And Strategy For Scout24 (XTRA:G24)?

The Supervisory Board of Scout24 SE has announced that long-serving CFO and Management Board member Dirk Schmelzer will leave at his own request on 28 February 2026, with experienced digital-business specialist Martin Mildner appointed as his successor from 1 March 2026. This planned handover concentrates financial leadership and Management Board responsibilities in Mildner’s hands, signaling a potential shift in how Scout24 frames capital allocation and supports its digital platform...
XTRA:HAG
XTRA:HAGAerospace & Defense

Hensoldt (XTRA:HAG) Is Up 17.6% After Major Bundeswehr Night Vision Contract Win Has The Bull Case Changed?

Hensoldt recently secured a major follow-up contract to supply 104,000 Mikron night vision devices to the Bundeswehr and Belgian armed forces, including a long-term maintenance agreement that supports jobs at its Wetzlar site. This combination of fresh equipment orders and recurring maintenance work strengthens Hensoldt’s position in military optronics while underlining the operational importance of its German production base. We’ll now examine how this large, multi-year night vision and...
XTRA:GFT
XTRA:GFTIT

Is GFT Technologies' (XTRA:GFT) AI-First Cloud Strategy Redefining Its Financial-Sector Moat?

In recent months, GFT Technologies has reinforced its role as a digital transformation partner for banks and insurers, helping them modernize legacy systems into cloud-native, AI-enabled architectures through composable, reusable technology building blocks. This evolution toward a product-style platform model, supported by close ties with major cloud providers, may influence how investors view the durability and scalability of GFT’s financial-sector revenue. We will now examine how GFT’s...
XTRA:DHER
XTRA:DHERHospitality

Did Elevating Its AI Platform Architect to the Board Just Shift Delivery Hero's (XTRA:DHER) Investment Narrative?

Delivery Hero SE has appointed Chief Product Officer Johannes Bruder to its Management Board, effective January 1, 2026, reinforcing leadership around its unified global technology platform that links customers, vendors, and riders across markets. This move elevates technology and AI-driven automation to the core of board-level decision-making, underlining how product leadership is central to Delivery Hero’s efforts to scale efficiently while keeping user experiences localized and...
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...