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: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: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:ENR
XTRA:ENRElectrical

Evaluating Siemens Energy (XTRA:ENR) Valuation As Investor Focus Builds Around Upcoming New York Seminar

Investor attention around Siemens Energy (XTRA:ENR) has picked up as the company prepares to present at the German Investment Seminar in New York on January 12, 2026. CFO and Executive Board member Maria Ferraro will be speaking. See our latest analysis for Siemens Energy. Against this backdrop, Siemens Energy’s €128.20 share price sits after a 1 day share price return of 1.87% and a 90 day share price return of 20.77%. The 1 year total shareholder return of 160.41% and very large 3 year...
XTRA:MRK
XTRA:MRKPharmaceuticals

Why Merck KGaA (XTRA:MRK) Is Up 6.6% After Beating Q4 Profitability Forecasts And What's Next

In the past year, Germany’s Merck KGaA reported that its 2014 group sales rose 3.7%, while fourth-quarter EBITDA excluding one-offs increased 10.5%, both ahead of analyst forecasts. This stronger-than-expected revenue and earnings performance highlighted Merck KGaA’s operational discipline and demand resilience across its core science and technology businesses. We’ll now examine how this earnings beat, particularly the stronger fourth-quarter profitability, could influence Merck KGaA’s...
XTRA:SFQ
XTRA:SFQAuto Components

3 European Dividend Stocks Yielding Up To 5.2%

As European markets continue to show optimism with the STOXX Europe 600 Index rising by 2.27%, investors are increasingly focusing on dividend stocks as a way to capitalize on favorable economic conditions and company earnings. In this environment, selecting stocks that offer consistent dividend yields can be an effective strategy for those looking to generate income while benefiting from the broader market's positive momentum.
XTRA:MTX
XTRA:MTXAerospace & Defense

Should MTU Aero Engines’ Zero‑Coupon 2033 Convertible Refinancing Reshape Dilution Risks for (XTRA:MTX) Investors?

Earlier this week, MTU Aero Engines AG issued new senior unsecured convertible bonds with a principal amount of €600 million, maturing in July 2033, bearing no interest, a 47.5% conversion premium and an accreted redemption price of 105%, to refinance its 2027 convertible bonds and support general corporate purposes. By using the new zero‑coupon 2033 convertible bonds to repurchase up to €500 million of 2027 bonds, MTU is reshaping its capital structure, extending debt maturities and...
XTRA:HAG
XTRA:HAGAerospace & Defense

Assessing Hensoldt (XTRA:HAG) Valuation After Major Night Vision Contract Win

Hensoldt (XTRA:HAG) has attracted fresh attention after securing a large follow up contract for 104,000 Mikron night vision devices, as well as long term maintenance, for the Bundeswehr and Belgian armed forces. See our latest analysis for Hensoldt. That contract arrives after a strong run in the share price, with a 7 day share price return of 19.5% and 30 day share price return of 25.93%, even though the 90 day share price return shows a 13.13% decline. Over the longer term, total...