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:TEG
XTRA:TEGReal Estate

How Investors Are Reacting To TAG Immobilien (XTRA:TEG) As Higher Rates Pressure Valuations And Leverage

TAG Immobilien AG recently came under pressure as higher European interest rates pushed up its financing costs and weighed on its residential property valuations in Germany. This rate-driven headwind is especially important for TAG because its focus on affordable housing and relatively high leverage makes its earnings outlook particularly sensitive to funding conditions. Next, we’ll examine how this shift in financing conditions affects TAG Immobilien’s existing investment narrative around...
XTRA:BEI
XTRA:BEIPersonal Products

How NIVEA’s New Natural Crème Line At Beiersdorf (XTRA:BEI) Has Changed Its Investment Story

Beiersdorf has introduced NIVEA Crème Natural Touch in Germany, a new vegan line extension using 99% natural-origin ingredients and a 99.9% biodegradable formula, following six years of research and consumer testing. This reformulation of the company’s flagship product underlines how Beiersdorf is tying its core NIVEA brand directly to its Net Zero 2045 sustainability ambition. We’ll now examine how anchoring NIVEA Crème to a more natural, biodegradable formula could influence Beiersdorf’s...
XTRA:DBK
XTRA:DBKCapital Markets

Is It Too Late To Consider Deutsche Bank (XTRA:DBK) After A 104% One Year Rally?

If you are wondering whether Deutsche Bank's share price still offers value after a strong run, this article will walk through what the current market price might be implying. The stock last closed at €33.81, with returns of 3.2% over 7 days, 8.7% over 30 days, 0.7% year to date and 104.1% over 1 year, which naturally raises questions about how much of the story is already reflected in the price. Recent coverage around Deutsche Bank has focused on its position in European financials and how...
XTRA:EVT
XTRA:EVTLife Sciences

Evotec (XTRA:EVT) Valuation Check After Recent Share Price Weakness And AI Platform Growth Hopes

Evotec stock: recent performance snapshot Evotec (XTRA:EVT) has drawn attention after a difficult past 3 months, with the share price showing a negative total return and a similar pattern over the past year, prompting closer scrutiny from investors. See our latest analysis for Evotec. At a share price of €5.51, Evotec has seen short term momentum cool. A 90 day share price return of an 18.71% decline sits alongside a 1 year total shareholder return showing a 35.44% loss. This points to fading...
XTRA:FTK
XTRA:FTKCapital Markets

Will flatexDEGIRO’s Shift to an SE Structure and New COO Recast flatexDEGIRO's (XTRA:FTK) Narrative

In late December 2025, flatexDEGIRO changed its legal form and that of flatexDEGIRO Bank from a German stock corporation (AG) to a Societas Europaea (SE), while also expanding its Group Management Board and appointing long-serving executive Jens Möbitz as Chief Operating Officer from January 1, 2026. This shift to an SE structure, combined with strengthening operational leadership in banking and IT, signals an effort to streamline governance across the group and prepare for the planned...