XTRA:PUM
XTRA:PUMLuxury

Is PUMA’s Recent Share Price Rebound Signalling a Long Term Value Opportunity in 2025?

If you are wondering whether PUMA’s beaten-up share price is quietly turning into a value opportunity, this article will walk you through whether the stock now looks cheap or just risky. After a rough longer-term slide, with the share price still down 53.2% over the last year, PUMA has bounced 6.3% in the past week and 25.4% over the last month, suggesting that market sentiment might be starting to shift. This recent rebound comes as investors refocus on the strength of the PUMA brand and...
XTRA:NDA
XTRA:NDAMetals and Mining

Aurubis (XTRA:NDA) Margin Squeeze and EPS Collapse Challenge Long-Term Bullish Narrative

Aurubis (XTRA:NDA) has wrapped up FY 2025 with fourth quarter revenue of €4.4 billion alongside EPS of €1.04, setting the tone for a year where profit margins stayed under pressure but remained positive. Over the past six quarters, the company has seen revenue move from €4.2 billion in Q4 2024 to a range between roughly €4.2 billion and €5.0 billion per quarter, while quarterly EPS has swung between €1.04 and €5.87, highlighting how sensitive earnings are to underlying margin shifts. With...
XTRA:BAS
XTRA:BASChemicals

Assessing BASF (XTRA:BAS) Valuation as Battery Metals Strategy Takes Center Stage at Key Industry Conferences

BASF (XTRA:BAS) is back in the spotlight as battery metals lead Matthew Burford heads to the Resourcing Tomorrow conference in London, putting the companys long term electrification strategy under closer investor scrutiny. See our latest analysis for BASF. The upcoming conference appearances have caught investors attention, but BASF is still treading water, with a modestly positive year to date share price return and a relatively muted 1 year total shareholder return. This suggests momentum...
XTRA:SIE
XTRA:SIEIndustrials

Siemens (XTRA:SIE): Assessing Valuation After a 1-Month Pullback and Strong 1-Year Shareholder Returns

Siemens (XTRA:SIE) has quietly kept delivering for long term holders, with the stock up around 22% over the past year, even after a recent pullback over the past month. See our latest analysis for Siemens. That recent 1 month share price pullback of 5.73 percent comes after a strong year to date share price return of 21.72 percent and a 1 year total shareholder return of 22.03 percent. This suggests that momentum is cooling, while the longer term trend remains clearly positive. If Siemens...
XTRA:DBK
XTRA:DBKCapital Markets

Is It Too Late To Consider Deutsche Bank After Its 84% 2025 Rally?

Wondering if Deutsche Bank is still a bargain after its big run, or if you might be late to the party? This breakdown will help you decide whether the current price makes sense or is getting ahead of itself. The stock is up 1.4% over the last week and 84.3% year to date, with a massive 87.7% gain over the past year and 279.4% over five years, so the market has clearly re-rated the bank's prospects. Recent headlines have focused on Deutsche Bank's ongoing restructuring progress and renewed...
XTRA:VOW3
XTRA:VOW3Auto

Is Volkswagen (XTRA:VOW3) Rebalancing Its Autonomous Strategy Or Merely Managing Legal Risk?

Volkswagen Group recently appointed Ludwig Fazel as Head of Group Strategy, Group Product Strategy and the General Secretariat, while also facing a new U.S. patent infringement lawsuit over automated driving technologies filed by Perrone Robotics. This combination of a refreshed strategy leadership role and legal scrutiny around core autonomous driving software could influence how investors assess Volkswagen’s long-term technology roadmap and execution. We’ll now explore how Fazel’s expanded...
XTRA:P911
XTRA:P911Auto

Is The Market Mispricing Porsche After Recent 5% Share Price Rebound?

Wondering if Dr. Ing. h.c. F. Porsche is finally trading at a price that makes sense, or if the market is still misreading the story? Let us unpack what the current share price might really be saying about value. Over the last week the stock has climbed about 5.0%, adding to a 4.9% gain over the past month. Yet it is still down roughly 19.5% year to date and 16.4% over the last year, which suggests sentiment is still catching up with recent moves. Those swings sit against a backdrop of...
XTRA:PAH3
XTRA:PAH3Auto

Porsche Automobil Holding (XTRA:PAH3) Is Up 7.8% After Deeper Cost Cuts And Margin Guidance Slump – Has The Bull Case Changed?

Porsche Automobil Holding has implemented a tougher cost-cutting programme at its Zuffenhausen plant and Weissach R&D centre, including outsourcing, reduced bonuses, fewer apprentices, delayed EV launches, and now expects just 0–2% margins after reporting an operating loss of almost €1 billion in Q3 2025. This marked Porsche’s first quarterly loss since its IPO and coincided with its removal from the DAX index, underscoring investor concern about both execution risk in EVs and the pressure...
XTRA:UN0
XTRA:UN0Renewable Energy

Uniper (XTRA:UN0): Assessing Valuation After a Recent Share Price Rebound

Uniper (XTRA:UN0) has quietly climbed about 16% over the past month, even as its one year return is still negative. That kind of rebound naturally raises questions about what has really changed. See our latest analysis for Uniper. Zooming out, that 15.5% one month share price return looks more like a short term reset after a tough stretch. The year to date share price is still notably negative and the five year total shareholder return is deeply underwater, suggesting momentum is only just...
XTRA:RHM
XTRA:RHMAerospace & Defense

Rheinmetall (XTRA:RHM): Reassessing Valuation After Record Order Backlog and Bold Defence Expansion Plans

Rheinmetall (XTRA:RHM) just paired strong sales growth with a record €64 billion order backlog, powered by fresh NATO and European ammunition deals. This puts its long term defence expansion plans firmly in the spotlight. See our latest analysis for Rheinmetall. Those blockbuster defence orders arrive after a sharp run up in the shares, with a year to date share price return of around 151%. However, the 3 month share price return is currently negative, while the 5 year total shareholder...
XTRA:IFX
XTRA:IFXSemiconductor

Is It Too Late to Consider Infineon After Recent Share Price Gains?

Wondering if Infineon Technologies is still a smart buy at today’s price, or if most of the upside is already baked in? Let us unpack what the market might be missing in the valuation. The stock has climbed 5.6% over the last week, 6.2% over the past month, and is up 17.0% year to date, which suggests investors are steadily pricing in stronger prospects and possibly a higher tolerance for risk. Recently, the narrative around Infineon has been shaped by growing interest in power...
XTRA:BMW
XTRA:BMWAuto

BMW (XTRA:BMW) Valuation Check After 28% One-Year Rally

Bayerische Motoren Werke (XTRA:BMW) has been quietly grinding higher, with the stock up about 9% over the past month and roughly 28% in the past year. This performance is prompting a fresh look at its valuation. See our latest analysis for Bayerische Motoren Werke. With the share price now at $89.18 and a solid 1 year total shareholder return of about 28%, BMW has shifted from recovery mode to building momentum, as investors warm to its earnings resilience and transition strategy. If BMW’s...
DB:PHH2
DB:PHH2Medical Equipment

Paul Hartmann Leads 3 Undiscovered Gems in Europe

As European markets experience a positive upswing, with the pan-European STOXX Europe 600 Index climbing 2.35% and major single-country indexes also showing gains, investors are increasingly interested in uncovering lesser-known opportunities within this dynamic region. In light of these favorable market conditions, identifying stocks that exhibit strong fundamentals and resilience to economic fluctuations can be particularly rewarding for those seeking potential growth in Europe's diverse...
XTRA:M8G
XTRA:M8GMedia

3 European Growth Companies Where Insiders Own At Least 10%

The European stock markets have shown positive momentum, with the pan-European STOXX Europe 600 Index closing 2.35% higher and major single-country indexes also experiencing gains. Amidst this backdrop of market optimism and relatively subdued inflation, growth companies with high insider ownership can be appealing to investors as they often signal strong confidence from those closest to the business.