XTRA:ALV
XTRA:ALVInsurance

Does Allianz Still Offer Value After a 25.8% Share Price Rally in 2025?

Wondering if Allianz stock is still a great buy or if the price has run too far? You are not alone. Figuring out if a stock is undervalued or overvalued is crucial for making confident investment decisions. Allianz’s share price has been on a roll lately, climbing 3.9% over the past week and notching an impressive 25.8% gain since the start of the year. Recent headlines have highlighted Allianz’s continued sector leadership, driven by strong insurance demand and positive sentiment around its...
XTRA:BAS
XTRA:BASChemicals

Assessing BASF Shares After New Sustainability Partnerships and 11.6% Price Gain

Wondering whether BASF is a hidden bargain or just treading water? If clarity around value is what you are after, you are in the right place. BASF’s share price has not been stagnant, returning 3.5% over the past week and 11.6% in the last year. This suggests renewed investor optimism or changing market sentiment. Major headlines have kept the spotlight on BASF recently, with reports highlighting the company’s strategic sustainability initiatives and new partnerships in green chemistry...
XTRA:TKMS
XTRA:TKMSAerospace & Defense

Could TKMS & Co KGaA (XTRA:TKMS) Partnerships Reveal a Shift in Long-Term Competitive Positioning?

Earlier this week, Kongsberg announced its support for ThyssenKrupp Marine Systems (TKMS) as TKMS advances its bid to supply Canada with a new fleet of submarines designed for Arctic operations, featuring Kongsberg's ORCCA combat system. An important dimension of the bid is the emphasis on long-term partnerships and sustainable Canadian job creation alongside technological capability. We'll examine how this focus on local industry support and advanced systems could influence the long-term...
XTRA:SHL
XTRA:SHLMedical Equipment

Is Strong Imaging-Led Growth and Higher Cash Flow Altering The Investment Case For Siemens Healthineers (XTRA:SHL)?

Earlier this week, Siemens Healthineers reported nearly 6% year-over-year revenue growth for Q1 FY2025, with adjusted EBIT rising 11% and free cash flow expanding by a very large margin, driven primarily by strong performance in the Imaging and Varian segments. Management reaffirmed its full-year 2025 guidance of 5–6% revenue growth and stable adjusted EPS, showing continued confidence despite ongoing challenges in China and tariff risks. We'll explore how Siemens Healthineers' reaffirmed...