@LuxOpesResearch Lux Opes
Lux Opes posts on X about strong, growth, link, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence stocks cryptocurrencies finance automotive brands countries fashion brands luxury brands technology brands champions league bundesliga #1367
Social topic influence strong, growth, link, in the, business, market, $sap #27, sap #578, bio, $soi #3
Top accounts mentioned or mentioned by @joinyellowbrick @evfcfaddict @toffcap @r2discovery @joncukierwar @clarksquarecap @davidkatunaric @qualitystocksa @alluvialcapital @dsmoak98 @altaycapital @elliotturn @dvsituations @memyselfandi006 @atmosinvest @obrenoviczeljko @chrisbloomstran @penderdave @mavixleon @kab604
Top assets mentioned SAP SE (SAP) STMicroelectronics N.V. (STM) Osisko Gold Royalties Ltd (OR) Merit Circle (MC) Argentine Football Association Fan Token (ARG) Novartis AG (NVS) Brunswick Corporation (BC) Thomson Reuters Corporation (TRI) Newmont Corporation (NEM) AdShares (ADS) Energizer Holdings, Inc (ENR) Boeing Co (BA) Coca-Cola FEMSA, S.A.B DE C.V (KOF) Ferrari N.V. (RACE) Mintlayer (ML) Decentral Games (DG)
Top Social Posts
Top posts by engagements in the last [--] hours
"Ecoeners $ENER interim results illustrate the tension between rapid expansion and financial returns. The companys operating base surged to [---] MW nearly doubling year-on-year but margins came under pressure as corporate costs rose faster than anticipated. Solar remains dominant in the portfolio and power purchase agreements provide stability with more than 80% of generation revenue secured under long-term contracts. Despite this EBITDA landed a touch below market expectations showing the strain of scaling up so quickly. The outlook however remains firmly growth-oriented. With another [---] MW"
X Link 2025-10-01T08:22Z [----] followers, [----] engagements
"Brunello Cucinelli $BC wrapped up [----] with another year of impressive growth really making its mark in the luxury market. They hit [----] billion in annual sales which is a 12.2% jump from last year and even better than what they predicted back in December. The last quarter of the year was especially strong with sales up 11.6% thanks to a 15.4% boost in retail sales. The Americas were the standout growing by 18.4% followed by Asia at 13.6%. Europe was a bit slower with 2.7% growth but it stayed steady overall even though Italy saw a slight dip. The companys strategy of focusing on exclusivity"
X Link 2025-01-16T14:44Z [--] followers, [--] engagements
"Big news in the testing inspection and certification (TIC) world: $SGS and Bureau Veritas $BV are in talks about a potential merger. If the deal goes through it would create a combined company worth about [--] billion. SGS would hold a 58% stake while Bureau Veritas would have 42%. Both companies confirmed the discussions but were quick to add that theres no guarantee this will actually happen. One of the big concerns is execution risk. In the TIC industry clients tend to split their business between multiple providers to manage risk. If one company loses its accreditation clients need a"
X Link 2025-01-17T15:59Z [---] followers, [---] engagements
"Richemont $CFR closed out its third quarter of fiscal [----] with impressive results thanks largely to its Jewellery Maisons division. Group revenues reached [----] billion up 10% year-over-year beating expectations by 9%. The Jewellery Maisons segment stole the spotlight posting 14% growth on a constant-currency basis while Specialist Watchmakers continued to struggle with an 8% decline. The standout performance in jewellery came as a surprise especially after the group posted negative growth in Q2. The year-end holiday season brought particularly strong demand for Richemonts jewellery in the US"
X Link 2025-01-20T15:09Z [--] followers, [--] engagements
"🚀 Argan $ARG is making waves with outstanding [----] results and bold plans for the future. Here's why this logistics real estate specialist is turning heads. 📊 First off Argan delivered impressive net recurring earnings up 9% to 137M surpassing its guidance. On a per-share basis earnings climbed to [----] marking a 2% year-over-year increase even after a capital boost earlier in the year. 💪 Rental income was another highlight growing 8% to 198.3M. Meanwhile the cost of debt ticked down to 2.25% reflecting smart financial management. And talking dividendsthe company raised its payout by a"
X Link 2025-01-21T13:19Z [--] followers, [--] engagements
"Adidas $ADS turned heads today with its recent Q4 [----] preliminary results showcasing exceptional growth and performance. The company reported a 19% yoy increase in currency-neutral revenues reaching [----] million significantly surpassing the consensus. Excluding Yeezy sales the growth still impresses at 18% yoy. Adidas also improved its gross margin by [---] basis points to 49.8% and turned a previous operating loss into a profit of [--] million for the quarter. Full-year operating profit came in at [----] million which is about 9% above consensus expectations. $ADS attributes this success to"
X Link 2025-01-22T13:39Z [--] followers, [---] engagements
"Rheinmetall $RHM"
X Link 2025-01-23T13:10Z [----] followers, [---] engagements
"Safran $SAF"
X Link 2025-01-23T13:10Z [----] followers, [---] engagements
"BAE Systems $BA"
X Link 2025-01-23T13:10Z [---] followers, [---] engagements
"It looks like continued tough times ahead for Porsche $P911. While the year seems to be finishing well given strong deliveries of the Macan [----] looks like another tough year ahead with pressure on revenue and margins. While Porsche historical EBIT margin is around 18% we believe it might take quite some years to get back to that level. The main issues stem from a confluence of challenges: higher costs weaker demand for battery electric vehicles and sluggish recovery in China. $P991 s pivot toward prioritizing value over volume has included reducing its exposure to China (down to 18% of"
X Link 2025-01-24T19:34Z [---] followers, [---] engagements
"We covered 30+ companies this week 👇👇"
X Link 2025-01-25T11:52Z [----] followers, [---] engagements
"Earnings season is ramping up. Heres a few interesting European and American companies scheduled to report earnings this week: Monday January 27: AT&T Inc. $T SoFi Technologies Inc. $SOFI Tuesday January 28: Boeing $BA General Motors $GM Lockheed Martin $LMT Starbucks $SBUX SAP $SAP LVMH $MC.PA Wednesday January 29: Tesla $TSLA Meta Platforms $META Microsoft $MSFT IBM $IBM ASML Holding $ASML Thursday January 30: Apple $AAPL Intel $INTC Visa $V Caterpillar $CAT Nokia $NOK Evolution AB $EVO Friday January 31: ExxonMobil $XOM Chevron $CVX Colgate-Palmolive $CL Phillips [--] $PSX Anything you will"
X Link 2025-01-26T09:19Z [---] followers, [---] engagements
"Soitec $SOI will soon release results and after a challenging period of inventory adjustments in its RF-SOI business the company appears to be on the verge of stabilizing sales in Q3 setting the stage for a return to real growth in Q4the first in two years. The results could confirm that the worst of the inventory destocking is behind the company and that demand is beginning to normalize. Soitecs full-year 2024-2025 guidance reiterated back in November pointed to stable sales along with a modest increase in its EBITDA margin. For $SOI delivering strong results this fiscal year is key"
X Link 2025-02-04T14:38Z [----] followers, [---] engagements
"Dassault Systmes posted a solid fourth-quarter performance with revenue and operating profit largely in line with market expectations. Total revenue for the quarter came in at [----] billion euros up [--] percent year-over-year which matched consensus estimates. Software revenue which is the backbone of Dassaults business grew [--] percent at constant currency driven by strong licensing sales and stable recurring revenue growth. SolidWorks performed well in Asia while Medidata the life sciences segment returned to modest growth of [--] percent reversing the decline seen in the previous quarter. For 2025"
X Link 2025-02-06T14:36Z [---] followers, [---] engagements
"In today's publication we discuss: Soitec $SOI Tough quarter for Soitec as demand in automotive and AI took a big hit. Management had to cut its full-year outlook and next year isnt looking much better. The market was hoping for a recovery but its not happening fast enoughinvestors are getting impatient. LOral $OR Not the best quarter for LOral with weaker sales in North America and China still struggling. Management says things should improve later in [----] but investors are waiting for proof. The stock is still pricey and analysts have cut their target a bit while keeping a neutral stance."
X Link 2025-02-07T13:08Z [----] followers, [---] engagements
"LOrals $OR fourth-quarter sales came in weaker than expected continuing the trend of slowing momentum seen in the previous quarter. Growth in North America was softer than anticipated while northern Asia particularly China remained in negative territory. While the decline in Asia was less severe than in Q3 it still weighed on the companys overall performance. Despite this LOral remains confident in a gradual acceleration in sales through [----]. Management expects growth to be closer to [--] percent in the first half before strengthening to around [--] percent in the second half of the year. While"
X Link 2025-02-07T14:58Z [---] followers, [---] engagements
"CANCOM $COK delivered full-year results that were a bit of a mixed bag. On the one hand revenue came in strong reaching the upper end of guidance and even surpassing expectations. Growth was mainly driven by its KBC acquisition in the first half of the year which helped push overall sales up by 14.4% year-over-year. On the other hand profits didnt follow suitEBITDA actually declined slightly for the full year and Q4 profits took a bigger hit than expected. The revenue surprise was particularly interesting given the weak IT demand in Germany especially among small and mid-sized businesses. A"
X Link 2025-02-13T15:34Z [---] followers, [---] engagements
"Capgemini $CAP is getting ready to drop its full-year [----] results and while theres no big shock expected theres a chance things could come in slightly better than feared. The story here is a clear divide: North America is finally showing some strength thanks to a rebound in financial services which is a huge market for Capgemini. Other IT service companies in the region have already reported better-than-expected trends so Capgemini should get a lift from that too. But Europe especially France is struggling. Growth there continues to slow acting as a deadweight on any real momentum. The tough"
X Link 2025-02-16T15:13Z [---] followers, [---] engagements
"MTU Aero Engines $MTX delivered a mixed bag of results for [----]. The Geared Turbofan (GTF) engine program continues to be a drag on cash generation with additional supply chain volatility adding pressure. While revenue and profit margins showed solid improvement the key takeaway from these results is that the cash outflows linked to the GTF fleet management program remain a significant headwind. This issue is largely tied to engine recalls and maintenance challenges which have made it difficult for MTU to fully capture the aftermarket potential from its maintenance repair and overhaul (MRO)"
X Link 2025-02-20T15:51Z [----] followers, [---] engagements
"Margins improved slightly supported by stronger gross profit which helped EBITDA grow by a healthy 25%. However higher labor and marketing costs weighed on profitability leading to a 10% miss on net income compared to consensus expectations. Growth comes with rising overhead"
X Link 2025-08-28T07:02Z [----] followers, [--] engagements
"Management adjusted its guidance for same-store sales growth lowering it to mid-single digits due to softer summer demand caused by unfavorable weather. That said Dino confirmed its ambitious store-opening plan and slightly raised capex expectations to sustain this growth"
X Link 2025-08-28T07:02Z [----] followers, [--] engagements
"Despite short-term adjustments Dinos long-term growth opportunity remains intact. Store coverage across Poland is still uneven leaving significant room for expansion into underserved regions"
X Link 2025-08-28T07:02Z [----] followers, [---] engagements
"Fielmann $FIE released its final half-year results confirming what the preliminary numbers had already shown: steady European growth and accelerating traction in the US. Group sales rose more than 12% YoY with around 4% organic growth"
X Link 2025-08-30T14:03Z [----] followers, [--] engagements
"Germany Austria and Switzerland each delivered mid-single-digit gains while Poland and Spain continued to stand out with double-digit momentum. The US is becoming a real driver. Sales reached 143m in H1 more than double last years figure"
X Link 2025-08-30T15:30Z [----] followers, [--] engagements
"That underscores the companys ambition to build a meaningful international business. Profitability is also moving in the right direction. Adjusted EBITDA climbed nearly 26% with margins expanding strongly in both Europe and the US"
X Link 2025-08-30T15:30Z [----] followers, [--] engagements
"In Europe margins are already close to the long-term target of 25%. The US while still behind showed clear improvement a sign that scale and efficiency benefits are beginning to show even amid heavy investment"
X Link 2025-08-30T15:30Z [----] followers, [--] engagements
"Fielmann $FIE released its final half-year results confirming what the preliminary numbers had already shown: steady European growth and accelerating traction in the US. Group sales rose more than 12% YoY with around 4% organic growth"
X Link 2025-08-30T16:33Z [----] followers, [---] engagements
"Segment revenues rose 26% YoY at constant currencies well above consensus. Growth was led by Europe and MENA while Asia remained weak but improved sequentially. Integrated Verticals also delivered sharp growth showing diversification beyond delivery"
X Link 2025-08-30T17:04Z [----] followers, [---] engagements
"Germany Austria and Switzerland each delivered mid-single-digit gains while Poland and Spain continued to stand out with double-digit momentum. The US is becoming a real driver. Sales reached 143m in H1 more than double last years figure"
X Link 2025-08-30T17:33Z [----] followers, [---] engagements
"Adjusted EBITDA for H1 reached 411m about 7% above consensus underscoring operating leverage as the group scales. But guidance was lowered: full-year EBITDA now seen at 900940m versus a prior range above 975m"
X Link 2025-08-30T18:04Z [----] followers, [---] engagements
"Eurocashs $EUR second quarter results reflected the difficulties of operating in a slowing Polish retail market"
X Link 2025-09-01T11:30Z [----] followers, [----] engagements
"Revenues slipped slightly year on year dragged down by weaker wholesale and retail sales as poor weather hit beer consumption and higher excise taxes weighed on alcohol and tobacco volumes"
X Link 2025-09-01T11:30Z [----] followers, [--] engagements
"The retail segment was more problematic. Sales contracted and profitability took a hit from the closure of underperforming Delikatesy Centrum stores which created one-off costs in the quarter"
X Link 2025-09-01T11:30Z [----] followers, [--] engagements
"Margins declined as a result though the restructuring should lead to a leaner stronger store base over time. Meanwhile Eurocashs newer businesses provided a glimmer of optimism"
X Link 2025-09-01T11:30Z [----] followers, [--] engagements
"Managements guidance tweaks reflect that balance: a notch lower on Polish and Eurozone volume growth labels a notch higher on Polish margins and more lockers and capex to feed the flywheel"
X Link 2025-09-03T09:57Z [----] followers, [---] engagements
"But if there remains a shadow over the near term its the chatter about competition in Poland. The mud-fight between InPost and its biggest Polish client Allegro seems just to get worse and the market doesn't like that. This narrative will probably stick around until 2026"
X Link 2025-09-03T09:57Z [----] followers, [---] engagements
"SMA Solar $S92 dropped a profit warning that pulled the rug from under a stock that had been quietly climbing all year. The company now expects to swing to a loss in [----] with EBITDA between [--] million and [--] million instead of the healthy profit once guided. 🧵"
X Link 2025-09-03T13:49Z [----] followers, [---] engagements
"With supply chains slowly normalizing across the industry and trade tariffs no longer the headwind they were the operating backdrop is strongly improving. The order book supports that stance"
X Link 2025-09-05T12:02Z [----] followers, [---] engagements
"It agreed to buy [--] MHz of AWS-4 spectrum (22.2 GHz) from EchoStar pairing that with technology upgrades it says will multiply todays direct-to-device efficiency by twenty and boost capacity one hundredfold"
X Link 2025-09-09T14:37Z [----] followers, [--] engagements
"The promise: a user experience closer to LTE than the emergency-text demos weve seen so far and a service that complements terrestrial 5G by filling coverage gaps. The deal isnt expected to close until late [----] but the direction is clear"
X Link 2025-09-09T14:37Z [----] followers, [--] engagements
"Satellite capacity would be provisioned to smooth out rural edges national parks disaster zonesplaces where even the best towers struggleand the commercial bundle (some plans charging modest monthly add-ons) becomes a differentiator rather than a margin drag"
X Link 2025-09-09T14:37Z [----] followers, [--] engagements
"Meanwhile competitors backing a later-stage constellation face timing risk. None of this rewrites Deutsche Telekoms [--------] narrative but it supports the best network best bundle pitch where the Un-carrier is strongest"
X Link 2025-09-09T14:37Z [----] followers, [--] engagements
"If thats where this ends up T-Mobile is again the natural counterpart already partnered and widely viewed as the strongest U.S. network"
X Link 2025-09-09T14:37Z [----] followers, [--] engagements
"Net-net neither path looks structurally damaging for Deutsche Telekom: one is additive to T-Mobiles proposition; the other would most plausibly morph into a commercial partnership rather than a zero-sum fight"
X Link 2025-09-09T14:37Z [----] followers, [---] engagements
"Interparfums $ITP delivered the kind of first-half that shows why its asset-light model works in choppier demand: profitability held up nicely even as top-line momentum cooled. Operating margin improved to a little over twenty-three percent helped by a better mix and tight control of brand support. Advertising spend was kept steady as a share of sales which cushioned earnings without starving launches. Gross margin ticked up too a reminder that the portfolios center of gravitywell-known fashion houses with disciplined distributionstill lends pricing power. Net profit rose though more modestly"
X Link 2025-09-10T11:42Z [----] followers, [---] engagements
"Interparfums $ITP showcased the strength of its asset-light model in the first half maintaining solid profitability despite cooling demand. Operating margin improved to over 23% supported by a favorable mix and disciplined brand support"
X Link 2025-09-10T12:04Z [----] followers, [---] engagements
"Net profit grew though less than operating profit due to typical financial adjustments below EBIT"
X Link 2025-09-10T12:04Z [----] followers, [--] engagements
"The balance sheet shifted from net cash to modest net debt after the Annick Goutal acquisition but leverage remains manageable with stronger cash generation expected in the second half"
X Link 2025-09-10T12:04Z [----] followers, [--] engagements
"Management slightly revised sales guidance to around 900m signaling a softer second half amid a thinner order book a cooling fragrance market unfavorable foreign exchange and tough year-over-year comparisons. Despite this margins are expected to remain resilient"
X Link 2025-09-10T12:04Z [----] followers, [--] engagements
"New launches for Jimmy Choo Lacoste and Solferino provide momentum but management is cautious and exploring measures to protect profitability against rising tariffs"
X Link 2025-09-10T12:04Z [----] followers, [--] engagements
"Domestic sales in France were down exports only inched higher and the US market in particular was a drag with volumes halving under the weight of tariffs and currency moves"
X Link 2025-09-15T10:33Z [----] followers, [--] engagements
"The gross margin contracted on higher raw material costs and a less favorable mix while operating profit dipped accordingly. Net income slid further under the pressure of higher financing costs though the balance sheet remains stable with leverage gradually improving"
X Link 2025-09-15T10:33Z [----] followers, [--] engagements
"This online segment is becoming an increasingly important driver of group performance giving Cirsa exposure to faster growth and better scalability alongside its traditional footprint"
X Link 2025-09-15T12:12Z [----] followers, [--] engagements
"Management also highlighted financial cost savings already secured post-IPO with further opportunities as expensive debt matures in late [----] and [----]. Those refinancing gains could provide a meaningful tailwind to earnings over the next couple of years"
X Link 2025-09-15T12:12Z [----] followers, [--] engagements
"The full-year guidance was reiterated. With cash generation strong enough to cover investment and dividends Cirsa is positioning itself as a self-funded growth story a rarity in its sector"
X Link 2025-09-15T12:12Z [----] followers, [--] engagements
"The structural trajectory looks clear: steady high-single-digit revenue growth double-digit earnings expansion and rising financial flexibility as debt costs are managed down"
X Link 2025-09-15T12:12Z [----] followers, [---] engagements
"Interesting moves in Bollor's shareholder structure. $BOL recent update landed slightly ahead of expectations with stronger-than-anticipated oil logistics offsetting a largely predictable contribution from its portfolio of holdings. Cash remains abundant supported by the return of collateral previously tied up in legal structures leaving the balance sheet in a solid position. Despite this the share price story is still overshadowed by legal uncertainty surrounding Vivendi where the risk of a public offer and unresolved appeals cloud the horizon. With that overhang even an increasingly"
X Link 2025-09-19T12:02Z [----] followers, [---] engagements
"And another profit warning for Porsche $P911 ⚠⚠ Porsche dropped a bit of a bombshell late last Friday sending out an announcement about a major shake-up in its product strategy. The company is hitting pause on some of its electric vehicle plans and extending the life of its internal combustion engine platforms. This shift is going to cost thema lot; up to [---] billion in write-downs and provisions in [----] alone. As a consequence the company had to lower their profit expectations yet again. Instead of aiming for a return on sales of 5% to 7% Porsche now says it might only hit up to 2%. A"
X Link 2025-09-24T12:01Z [----] followers, [---] engagements
"Trigano $TRI wrapped up its fiscal year on a softer note with fourth-quarter sales slipping just under what the market had penciled in. Motorhomes were the main drag as dealers across Europe stayed cautious and trimmed inventories more slowly than expected. On top of that changes to engine standards muddied year-on-year comparisons. Caravans had a tough time while the leisure equipment division held up a bit better but still edged lower. All told revenue for the year landed mid-single digits lower on a like-for-like basis. That said the weakness wasnt really about demand falling off a cliffit"
X Link 2025-09-25T12:38Z [----] followers, [--] engagements
"Lindt & Sprngli $LISN Organic growth beats expectations; operating margins rise amidst headwinds Lindt & Sprngli closed [----] with an impressive performance that reinforced its reputation as a luxury chocolatier navigating volatile markets with finesse. The Swiss company reported 7.8% organic growth for the year exceeding market consensus of 7.12% and marking an acceleration in the second half to 8.3%. Total sales reached CHF [----] billion driven by a strategic combination of pricing power and premium positioning. This result was even more remarkable given the challenging backdrop of"
X Link 2025-01-15T13:28Z [----] followers, [--] engagements
"Recap of our first publication👇 Lindt & Sprngli $LISN Posted 7.8% organic growth in [----] beating expectations with CHF 5.47B in sales. Managed to grow margins over 16% despite sky-high cocoa costs. Europe (+9.5%) and emerging markets drove strong performance. BB Biotech AG $BION Big wins with Argenx (+84% sales YoY) and M&A action like Intra-Cellular Therapies (+39% premium) and Sage Therapeutics (+30% premium). Staying ahead in the fast-moving biotech space. bioMrieux $BIM Bought Spinchip Diagnostics for 138M to boost its cardiac diagnostics lineup. Q4 was solid with [---] BioFire and 900"
X Link 2025-01-16T09:31Z [----] followers, [---] engagements
"BB Biotech $BION kicked off [----] with a bang highlighting just how lively the biotech industry can be. This Swiss investment firm which is all about high-growth biotech companies shared some important updates about its portfolio and the industry in general. One of their big players Argenx $ARGX which makes up 11.5% of BB Biotech's investments reported a whopping $2.2 billion in preliminary sales for [----]. That's an 84% jump from the previous year and way better than what people were expecting. On the flip side Moderna $MRNA another company BB Biotech invests in (3.6% of their portfolio) had"
X Link 2025-01-16T12:44Z [----] followers, [--] engagements
"Virbac $VIRP a global leader in animal health wrapped up [----] with solid results though its clear that [----] might be more about stabilizing than soaring. Full-year sales came in at [---] billion up 12.1% with organic growth of 7.5%. While Q4 sales grew 10.5% year-over-year to [-----] million organic growth slowed slightly to 4.1% reflecting a tougher comparison to the previous years strong numbers. The good news Growth was balanced across regions with the domestic animal segment leading the charge thanks to improved vaccine production. On the flip side livestock product sales lagged behind"
X Link 2025-01-20T13:16Z [----] followers, [--] engagements
"Today's recap 👇 Nemetschek $NEM has exceeded expectations with its impressive [----] results showcasing a substantial 17% revenue increase to around [---] million with organic growth of 14% surpassing guidance and consensus figures. This success stems from a strategic shift to subscription-based contracts in the design segment and contributions from the acquisition of GoCanvas positioning Nemetschek for continued robust performance. Nacon $NACON experienced a mixed Q3 with a 10% year-over-year revenue decline to [----] million largely due to a significant drop in catalog sales. However growth in"
X Link 2025-01-22T10:15Z [----] followers, [---] engagements
"@ToffCap Appreciate it And again apologies for the tag promise that was the first and last time"
X Link 2025-01-22T13:02Z [----] followers, [---] engagements
"Dassault Aviation $AM"
X Link 2025-01-23T13:10Z [----] followers, [---] engagements
"Michelin $ML is wrapping up [----] with some reassuring news for its investors. The latest data from December confirms that the end of the year has been pretty much in line with expectations. Global replacement volumes have been positive although original equipment (OE) volumes are still a bit of a mixed bagflat for light vehicles and slightly negative for trucks. When it comes to the passenger car segment Europe continues to be the growth driver in replacement tires even though OE is still weak across both Europe and the U.S. December numbers showed a flat performance in passenger car OE with"
X Link 2025-01-23T14:12Z [----] followers, [---] engagements
"Salzgitter $SZG has announced that it has received a nonbinding offer from building materials giant GP Gnter Papenburg and scrap processor TSR. The proposed offer stands at [----] per share presenting a 33% premium over Salzgitter's share price as of November [--]. This offer represents a significant premium compared to the sector multiples of other European carbon steelmakers valuing Salzgitter at 5x FY2025e EBITDA. The offer's success is contingent upon acquiring 45% of Salzgitter's capital an increase from the 25.05% currently held by GP Gnter Papenburg. Notably the 29.99% stake in Aurubis $NDA"
X Link 2025-01-24T18:24Z [----] followers, [---] engagements
"@Quality_stocksA Unifiedpost $UPG dsm-firmenich $DSFIR Thales $HO"
X Link 2025-01-25T11:44Z [----] followers, [---] engagements
"Wednesday: Nemetschek $NEM Nacon $NACON Thales $HO Michelin $ML Generali $GCFE $CFEB Neinor Homes $HOME rsted $ORSTED Adidas $ADS Formycon $FYB"
X Link 2025-01-25T11:52Z [----] followers, [---] engagements
"Friday: La Franaise de lEnergie $LFDE Ericsson $ERICB Givaudan $GIVN Sidetrade $ABLFR Salzgitter $SZG Autoneum $AUTN Interparfums $IPAR Sandvik $SAND Schaeffler $SHA0 Puma $PUMA Porsche $P911"
X Link 2025-01-25T11:52Z [----] followers, 10.5K engagements
"@R2Discovery Thanks. Yes we cover that one as well. When the're material news we will write about it"
X Link 2025-01-25T13:44Z [----] followers, [--] engagements
"@evfcfaddict @alluvialcapital @dsmoak98 @JonCukierwar There remains a ton of opportunity in Europe. Many attractive names with little coverage. That's why we started @LuxOpesResearch"
X Link 2025-01-25T13:48Z [----] followers, [----] engagements
"We're just getting started here on X but we already found a lot of accounts providing great content. @evfcfaddict and @ToffCap are two great ones that helped us a lot 🙏 Here's a few others great accounts 👇 @AltayCapital @ElliotTurn @ClarkSquareCap @DV_Situations @memyselfandi006 @atmosinvest @ObrenovicZeljko @ChrisBloomstran @PenderDave @mavix_leon @kab604 @david_katunaric @danielgladis @LCTempleton @GreenhavenRoad @bogumil_nyc @HiddenGemsInves @tsaicapital But I'm sure we're missing a lot. Who else is great Pls let us know"
X Link 2025-02-02T14:21Z [----] followers, [----] engagements
"Find it here https://www.luxopes.com/p/creams-semis-and-oil https://www.luxopes.com/p/creams-semis-and-oil"
X Link 2025-02-03T14:25Z [----] followers, [---] engagements
"Compass Group $CPG kicked off [----] on a strong note with first-quarter growth coming in slightly ahead of expectations. The company continues to benefit from strong outsourcing trends high client retention and steady demand across its core markets. North America remains the main driver of growth while Europe is holding up well despite broader economic uncertainties. Encouragingly Compass has seen no signs of a slowdown in Europe and management remains confident in meeting its full-year targets. For [----] the company expects organic growth of at least 7.5% and high-single-digit EBIT growth."
X Link 2025-02-09T16:09Z [----] followers, [---] engagements
"Gerresheimer $GXI just confirmed that its in early discussions with private equity investors who are exploring a potential takeover. Right now these talks are informal and non-binding but the news has already sparked speculation about whats next for the company. Initially investors were mainly interested in Gerresheimers moulded glass unit as a potential divestment. However with the stock taking a major hit since last Septembers profit warning it seems that attention has shifted toward acquiring the whole company. Looking at the bigger picture $GXI has a lot going for it. The company has been"
X Link 2025-02-10T14:45Z [----] followers, [---] engagements
"Heres a list of prominent companies reporting tomorrow 👇 Before the Market Opens: $KO - The Coca-Cola Company (Expected EPS: $0.52) $SHOP - Shopify Inc. (Expected EPS: $0.43) $BP - BP p.l.c. (Expected EPS: $1.15) $SMCI - Super Micro Computer Inc. (Expected EPS: $0.61) $ET - Energy Transfer LP (Expected EPS: $0.37) $LYFT - Lyft Inc. (Expected EPS: $0.22) $UPST - Upstart Holdings Inc. (Expected EPS: -$0.04) After the Market Closes: $AIG - American International Group Inc. (Expected EPS: $1.24) $AIZ - Assurant Inc. (Expected EPS: $3.99) $BL - BlackLine Inc. (Expected EPS: $0.50) $BHF -"
X Link 2025-02-10T18:45Z [----] followers, [---] engagements
"ICYMI we recently published on another very interesting set of events 👇👇 Pernod Ricard $RI Guerbet $GBT Savencia $SAVE Azelis $AZE VINCI $DG Capgemini $CAP Wallix $ALLIX Gerresheimer $GXI Laboratorios Rovi $ROVI BASF $BAS Just out with a new one discussing: Pernod Ricard $RI Guerbet $GBT Savencia $SAVE Azelis $AZE VINCI $DG Capgemini $CAP Wallix $ALLIX Gerresheimer $GXI Laboratorios Rovi $ROVI BASF $BAS (link in bio) https://t.co/IjnIVL6D3H Just out with a new one discussing: Pernod Ricard $RI Guerbet $GBT Savencia $SAVE Azelis $AZE VINCI $DG Capgemini $CAP Wallix $ALLIX Gerresheimer $GXI"
X Link 2025-02-11T10:02Z [----] followers, [----] engagements
"Guerbet $GBT wrapped up [----] with a bit of a mixed bag. Sales came in a little lighter than expected but the company did a solid job of protecting its margins which is definitely a win. The MRI segment had a rougher time than anticipated mainly because of pricing pressure in the US and some delays getting new products off the ground in France and Switzerland. On the flip side X-ray and interventional radiology held up well giving the overall business some much-needed balance. On the earnings call management didnt sound overly upbeat about the near-term outlook. Theres still a lot of"
X Link 2025-02-11T12:51Z [---] followers, [---] engagements
"VINCI $DG delivered a strong set of results driven by solid performances from its energy and airport divisions. The construction side of the business was steady with international markets providing much of the growth while France continues to lag behind. Importantly free cash flow blew past forecasts helped by strong client payments in the energy and airport segments reinforcing the groups financial strength. Looking to [----] VINCI expects another year of growth across most of its businesses with motorway traffic inching up and airport revenues still climbing albeit at a slower pace than in"
X Link 2025-02-11T13:44Z [---] followers, [---] engagements
"Moncler $MONC wrapped up [----] with a much stronger-than-expected performance proving once again that demand for high-end outerwear particularly in Asia remains robust. Sales hit 3.1bn and operating profit surpassed expectations at 916m thanks to an impressive fourth quarter. Growth at Moncler itself rebounded to +8% in constant currency terms while Stone Island also turned positive at +10%. W holesale sales were still down but showed some improvement while DTC sales jumped by 9% marking a strong sequential acceleration. Margins remained resilient with full-year EBIT at 29.5% only slightly"
X Link 2025-02-14T15:04Z [---] followers, [---] engagements
"We recently publiced a new one discussing $MONC $TIT $ADYEN $EL $FLOW $DHER $TKA $CEC $ENR $UTDI $SAF"
X Link 2025-02-15T12:35Z [----] followers, 14K engagements
"BAE Systems' $BA/ [----] guidance raises questions. BAE ended [----] with another solid performance hitting expectations on revenue and profitability while delivering an impressive cash flow beat. The companys backlog grew significantly reflecting continued strong demand for its defense platforms and operational execution remained solid across key divisions. However while the headline numbers were robust investors are likely to focus on BAEs cautious [----] outlook which seems more conservative than anticipated. The companys guidance for revenue EBIT and EPS growth is at the lower end of"
X Link 2025-02-19T15:40Z [---] followers, [---] engagements
"Friends apologies for the silence. We've had some capacity issues over the past few weeks combined with an extremely busy schedule. We'll be back posting regular updates soon on the site"
X Link 2025-03-06T09:14Z [----] followers, [---] engagements
"Unifiedpost $BANQ is shedding old skin and growing into SaaS. Unifiedpost now branding its SaaS activities under Banqup spent the first half of [----] reshaping itself into a leaner and more focused company. Subscription revenue the lifeblood of any SaaS model showed strong growth even after adjusting for divestments while transaction volumes added a steady contribution. Project-based revenues slipped which is natural given the companys pivot away from one-offs and toward recurring revenue streams. Margins were pressured by higher staffing and platform costs but management is aggressively"
X Link 2025-08-28T13:09Z [----] followers, [----] engagements
"At its summer investor gathering Givaudan $GIVN set out its vision for [----] and in many ways it felt like a continuation of the framework that has guided the company for more than a decade"
X Link 2025-08-29T12:40Z [----] followers, [----] engagements
"Fielmann $FIE released its final half-year results confirming what the preliminary numbers had already shown: steady European growth and accelerating traction in the US. Group sales rose more than 12% YoY with around 4% organic growth. 🧵"
X Link 2025-08-30T15:30Z [----] followers, [---] engagements
"Guidance for the full year was confirmed: around 2.5bn in sales and an EBITDA margin of roughly 24%. Looking further ahead management reiterated its [----] goals: 4bn in sales and 1bn of that from the US"
X Link 2025-08-30T15:30Z [----] followers, [--] engagements
"To hit those targets Fielmann will need both significant acquisitions and continued margin improvement stateside. Fielmann is no longer just a European optics leader"
X Link 2025-08-30T15:30Z [----] followers, [---] engagements
"Free cash flow targets were also cut highlighting the hit from currencies and a more uneven geographic mix. Management emphasized that underlying demand remains solid and reiterated that margins should expand further with scale"
X Link 2025-08-30T19:04Z [----] followers, [---] engagements
"The story in mid-2025 is one of progress tempered by external forces. Delivery Hero is growing its platform gaining efficiencies and building strength in key markets but currency headwinds remind investors of the challenges in running a global business"
X Link 2025-08-30T20:04Z [----] followers, [---] engagements
"Stocks are often Fundamentals + Sentiment. If there's ever a stock where the direction of fundamentals and sentiment is massively diverging it's InPost $INPST InPosts $INPST recently came out with ok results but the stock was down over 10% on the day. 🧵"
X Link 2025-09-03T09:57Z [----] followers, [----] engagements
"eDreams $EDR quarter lands right where management said it would: top-line growth modest cash revenue shaped by the mix between Prime and non-Prime and cash EBITDA stepping higher with improving margins"
X Link 2025-09-03T12:04Z [----] followers, [---] engagements
"At the end of June it stood at roughly [---] billion essentially stable after currency effects and it includes a fresh contract above [--] million linked to Leap-1B"
X Link 2025-09-05T12:02Z [----] followers, [---] engagements
"That addition is indicative of steady demand for high-volume single-aisle content alongside the wide-body momentum. Looking slightly further out the Airbus plan to integrate portions of Spirit AeroSystems activities should if executed well translate into smoother"
X Link 2025-09-05T12:02Z [----] followers, [---] engagements
"For Deutsche Telekom the immediate relevance runs through T-Mobile US already a flagship Starlink partner; AT&T and Verizon have aligned with AST SpaceMobile which is materially earlier in its constellation build"
X Link 2025-09-09T14:37Z [----] followers, [---] engagements
"Even if satellite coverage is used only a sliver of the time for most customers its a rather polished story to sell: fewer dead zones stronger redundancy and a premium aura around network reach"
X Link 2025-09-09T14:37Z [----] followers, [--] engagements
"Inditexs $ITX second-quarter results were ok but the real story sits in the early signs of reacceleration that emerged in August. Reported sales of just over 10bn were slightly shy of consensus mainly due to currency headwinds but at constant exchange rates the top line grew 6% keeping pace with forecasts. Gross margin was stable at 56.4% while operating profit came in at 1.9bn essentially in line with the market and maintaining a healthy 19% margin. The consistency in profitability is worth underlining as it shows that Inditex continues to absorb forex and cost pressures without allowing its"
X Link 2025-09-12T11:17Z [----] followers, [----] engagements
"Robertet $RBT Strong performance from this quality company but challenges persist. Robertet has kicked off the first half of [----] with the kind of solid performance youd expect from a family-owned leader in fragrance and natural ingredients"
X Link 2025-09-17T09:57Z [----] followers, [---] engagements
"Greencoat Renewables $GRP just posted results that highlight the challenges of dealing with Europes unusually low wind levels. Revenue took a hit dropping 28% yoy while EBITDA fell even further down by 38%. As a result NAV dipped to [----] per share as downward revisions to production assumptions outweighed the positives from disposals and CPI-linked adjustments. Despite these headwinds the company continues to execute well operationally. It managed to sell assets in Ireland at a premium to NAV showing that valuations in the portfolio remain resilient even in a tough market. Gearing stayed"
X Link 2025-09-17T12:16Z [----] followers, [---] engagements
"Allegros $ALE continues to find ways to pull profitability levers while sustaining growth"
X Link 2025-09-19T10:41Z [----] followers, [----] engagements
"It might be too early but Sidetrade $ALBFR is setting up for an interesting [----] as its AI agent ramps. $ALBFR delivered a strong set of results marked by a sharp increase in profitability despite only modest organic revenue growth. Margins expanded meaningfully thanks to tight cost control particularly in sales and marketing allowing EBIT to grow well ahead of sales. The balance sheet remains robust with healthy cash generation leaving the company well placed to keep pursuing its expansion strategy. While management acknowledges that commercial momentum has been softer this year the tone is"
X Link 2025-09-19T14:36Z [----] followers, [---] engagements
"Answears $ANR profitability gains show a strategy thats starting to deliver. Answears Q2 results marked a step forward in profitability building on the improvement seen earlier this year. The company posted its first meaningful profit in some time with EBITDA swinging sharply into positive territory and beating market expectations. The driver was not only stronger revenue but also better cost control with logistics costs easing as the premiumisation strategy took hold and marketing expenses declining as a share of sales. The premium PRM brand acquired two years ago continued to expand at a"
X Link 2025-09-23T19:29Z [----] followers, [----] engagements
"H&Ms $HMB latest update came with a pleasant surprise on the profit side but the big elephant in the roomsluggish growthhasnt gone away. Third-quarter revenues were basically flat over the summer but tighter cost control and a tidier product mix pushed gross margins higher than anyone expected. That in turn sent operating profit up sharply showing that the group can still squeeze out efficiencies when the stars align. The problem is whether that kind of bounce is repeatable without real sales momentum. September sales were flat year-on-year and the fourth quarter now depends on a pickup"
X Link 2025-09-25T13:35Z [----] followers, [---] engagements
"And we're out with a new publication Grab a ☕ and enjoy Carnival $CCL Borussia Dortmund $BVB Gensight Biologics $SIGHT Bonduelle $BON Doosan koda Power $DSPW Xilam $XIL Alten $ATE Lufthansa $LHA Kendrion $KENDR Montana Aerospace $AERO Waga Energy $WAGA Ecoener $ENER Marie Brizard Wine & Spirits $MBWS Cegedim $CGM https://twitter.com/i/web/status/1972944929857945607 https://twitter.com/i/web/status/1972944929857945607"
X Link 2025-09-30T08:41Z [----] followers, [----] engagements
"New one out discussing 👇👇 We're in the quiet before the (earnings) storm. Diagnostic Medical Systems $ALDMS Brunello Cucinelli $BC Argan SA $ARG Hornbach Holding $HBH CCC $CCC Solaria $SLR Lhyfe $LHYFE OSE Immunotherapeutics $OSE Arcadis $ARCAD Aperam $APAM (financial KPI table will be added as of next week)"
X Link 2025-10-02T08:53Z [----] followers, [----] engagements
"Diagnostic Medical Systems $ALDMS reported results and it looks like its ready for the next leg up. After a tricky period margins snapped back sharply setting up the company for a much stronger H2. Good Radiology equipment and white-label sales now making up the bulk of the business. Osteodensitometry was softer but mostly because of timing not deeper structural issues. Growth is not coming from the traditional European base. Instead North America and the Middle East saw big gains. For a company of DMSs scale that shift underlines how its international expansion is starting to take hold. But"
X Link 2025-10-03T11:54Z [----] followers, [---] engagements
"Gerresheimer $GXI has once again delivered a quarter that tests investors patience. Preliminary results came in weak across the board with both sales and earnings missing expectations. Management blamed slower market growth and subdued demand across several end markets a familiar refrain for a company that has struggled to build consistent operating momentum. Even more discouraging was the follow-up: another downward revision to full-year guidance confirming that the hoped-for second-half rebound isnt materializing. With organic growth now expected to fall rather than rise the optimism that"
X Link 2025-10-09T12:20Z [----] followers, [----] engagements
"After years of effort to build a meaningful presence in Germany Mobilezone $MOZN is finally walking away. The companys decision to sell its German business marks the end of an ambitious but ultimately unprofitable chapter in its history. The German market once expected to be a growth engine became a drag on performance through [----] and into [----] weighed down by declining handset sales and shrinking margins in contract distribution. For a group long known for its operational discipline in Switzerland the persistence of underperformance abroad became increasingly untenable. The sale while"
X Link 2025-10-09T13:46Z [----] followers, [----] engagements
"Just as Aryzta $ARYN seemed to be regaining (some) credibility the company is back in crisis mode. The abrupt exit of its CEO only months into the job coupled with an earnings warning has reignited doubts about the groups execution and internal alignment. Its a strong reversal for a company that had spent years rebuilding trust after its earlier missteps. The official explanation was vague but the implications are clear: cost control operational follow-through and efficiency programs have not progressed as planned. What makes this episode particularly damaging is the timing. Only weeks ago"
X Link 2025-10-10T09:27Z [----] followers, [----] engagements
"For Aston Martin $AML the comeback story has once again hit a pothole. The companys latest profit warning highlights both an unforgiving luxury market and its own persistent execution flaws. Weak demand in North America and China coupled with delays to key model launches like the Valhalla have forced management to slash its [----] guidance across the board from volumes to cash flow. The recurring theme is liquidity. Despite previous capital raises and shareholder support the brand continues to burn cash faster than expected reigniting fears of another funding round. A new CEO Bentley veteran"
X Link 2025-10-10T12:04Z [----] followers, [---] engagements
"FlatexDEGIRO $FTK looks set to extend its streak of positive surprises. Ahead of its upcoming earnings release the online broker continues to benefit from elevated trading volumes and a loyal retail base that has remained active even as rate tailwinds begin to fade. Revenues are expected to climb 20% year-on-year with commissions (the companys key growth driver) up even more. While interest income is softening due to lower rates the combination of higher cash balances and margin loans is helping offset some of the drag. The net result should be another quarter of double-digit profit growth"
X Link 2025-10-14T13:26Z [----] followers, [----] engagements
"💯 $FTK beat and raise FlatexDEGIRO $FTK looks set to extend its streak of positive surprises. Ahead of its upcoming earnings release the online broker continues to benefit from elevated trading volumes and a loyal retail base that has remained active even as rate tailwinds begin to fade. https://t.co/kFNcEUJyWz FlatexDEGIRO $FTK looks set to extend its streak of positive surprises. Ahead of its upcoming earnings release the online broker continues to benefit from elevated trading volumes and a loyal retail base that has remained active even as rate tailwinds begin to fade."
X Link 2025-10-16T06:37Z [----] followers, [----] engagements
"FlatexDEGIROs $FTK recent results reminded how quickly momentum can return in online brokerage when trading volumes surge. The company reported preliminary revenue of about [---] million up more than 18% from a year earlier and net income of [--] million both comfortably ahead of market expectations. The strong result led management to lift full-year guidance: revenue growth is now expected between 10% and 15% (previously 48%) with net income seen rising 3443% instead of the earlier 1525% range. That would put annual earnings in the [------] million band a clear signal of regained profitability"
X Link 2025-10-17T12:37Z [----] followers, [---] engagements
"@evfcfaddict @atelicinvest @gezzogero @SebKrog @AmsterdamStock @BerkelKip @ClarkSquareCap @Valuehunte @CJ0pp3l @david_katunaric @EightTrack180 @finance_schmidt @Secrets4stocks @InvestInJapan @Jave_t23 @Kreuzmann13 @NicoperJES @sungcapital @PenttiJokinen @ReneSellmann 🙏🙏"
X Link 2025-11-10T14:05Z [----] followers, [---] engagements
"Tecnicas Reunidas $TRE has spent the past two years rebuilding investor confidence and its latest results show the turnaround is genuinely taking hold. The Spanish engineering group posted another strong quarter with revenue surging and margins back near pre-2015 levels (4.5% in Q3 the highest in a decade) driven by faster project execution and tight cost control. The company also lifted its [----] revenue target to above [----] billion underscoring both surging demand and restored execution credibility supported by a net cash position of [---] million. After years of restructuring Tecnicas has"
X Link 2025-11-11T15:33Z [----] followers, [---] engagements
"At Lux Opes we break down the latest company news into quick takes that get straight to the point. What happened why it matters and what to watch next. Make your investing more efficient. Join over [-----] subscribers https://www.luxopes.com/ https://www.luxopes.com/"
X Link 2025-11-12T14:02Z [----] followers, [---] engagements
"Knaus Tabberts $KTA latest results underline how fragile Europes leisure vehicle recovery remains when production logistics misfire. Revenue came in at [---] million roughly in line with expectations but down year-on-year as recurring supply chain issues disrupted output and pushed quarterly EBITDA into the red. Year-to-date margins halved to just 2.6% with working capital strain driving net debt up to nearly [---] million and further squeezing flexibility. The company cut its full-year EBITDA margin guidance to 3.24.2% (from 55.5%) as distributors delayed orders and demanded discounts to manage"
X Link 2025-11-13T12:44Z [----] followers, [---] engagements
"https://invite.duolingo.com/BDHTZTB5CWWKSJOLLFPYHUCS2I https://invite.duolingo.com/BDHTZTB5CWWKSJOLLFPYHUCS2I"
X Link 2025-11-13T14:50Z [----] followers, [---] engagements
"Ubisofts $UBI half-year report calmed nerves a bit but it doesnt change the core story: a company still trying to regain coherence after years of creative drift uneven execution and constant restructuring. Revenue rose 20% YoY helped by stronger partner deals and a resilient back catalogue cutting operating losses to 120m. The big relief is the incoming Tencent deal which wipes out 1.15bn of net debt and buys time to stabilise the balance sheet. But underneath Ubisoft still has a stretched studio network an ageing franchise pipeline and a growing reliance on partnerships and licensing rather"
X Link 2025-11-25T14:48Z [----] followers, [---] engagements
"Here's the link: https://www.luxopes.com/p/fitness-clubs-fashion-and-parcel https://www.luxopes.com/p/fitness-clubs-fashion-and-parcel"
X Link 2025-12-04T09:27Z [----] followers, [---] engagements
"RT @ToffCap: Here's a few interesting companies and topics I found over the past week 👇 Some of these look like potential multi-baggers"
X Link 2025-12-09T13:48Z [----] followers, [--] engagements
"There we go our first publication. Companies we discussed today: [--]. Lindt & Sprngli $LISN [--]. BB Biotech AG $BION [--]. bioMrieux $BIM [--]. Temenos $TEMN [--]. Brunello Cucinelli $BC [--]. Ekinops $EKI [--]. Moderna $MRNA [--]. Fortum $FORTUM Find it on the blog"
X Link 2025-01-15T09:39Z [----] followers, [---] engagements
"Today's recap 👇 Lindt & Sprngli $LISN Posted 7.8% organic growth in [----] beating expectations with CHF 5.47B in sales. Managed to grow margins over 16% despite sky-high cocoa costs. Europe (+9.5%) and emerging markets drove strong performance. BB Biotech AG $BION Big wins with Argenx (+84% sales YoY) and M&A action like Intra-Cellular Therapies (+39% premium) and Sage Therapeutics (+30% premium). Staying ahead in the fast-moving biotech space. bioMrieux $BIM Bought Spinchip Diagnostics for 138M to boost its cardiac diagnostics lineup. Q4 was solid with [---] BioFire and [---] SpotFire"
X Link 2025-01-15T10:12Z [----] followers, [--] engagements
"Ekinops $EKI closed [----] under a cloud with annual revenue declining 9% year-over-year to [-----] million. Q4 revenue was [----] million down 2% from the previous year and falling short of expectations by 7%. The decline was driven by underperformance in the transport segment which plummeted 30% overshadowing an 11% growth in the access segment. This drop reflects a broader industry slowdown caused by post-pandemic overcapacity reduced operator investments and rising borrowing costs. International business also suffered with revenues from the US EMEA and APAC shrinking significantly while France"
X Link 2025-01-15T14:59Z [----] followers, [--] engagements
"Here are the companies we discussed in our first publication: [--]. Lindt & Sprngli $LISN [--]. BB Biotech AG $BION [--]. bioMrieux $BIM [--]. Temenos $TEMN [--]. Brunello Cucinelli $BC [--]. Ekinops $EKI [--]. Moderna $MRNA [--]. Fortum $FORTUM All on the blog"
X Link 2025-01-16T08:40Z [----] followers, [---] engagements
"Universal Music Group $UMG is making a bold move with Pershing Square's push for a secondary listing in the U.S. This isn't coming out of the blue; it was alluded to back in November [----] when the two parties laid the groundwork. With Pershing Square holding a solid 7.65% of UMG this step is significant. They're looking to divest some shares by September [--] [----] pending the usual regulatory hoops and market dynamics. On the surface a U.S. listing seems like a no-brainer for boosting liquidity and visibility. But let's not forget U.S. investors aren't exactly locked out of Europe. They can"
X Link 2025-01-16T09:15Z [----] followers, [---] engagements
"Temenos $TEMN wrapped up [----] on a high note beating expectations and showing that their shift to subscription-based revenue is really paying off. In the fourth quarter they pulled in $318.9 million which is up 8% from last year. Their subscription revenue alone jumped 59% to $105.8 million which helped make up for an 84% drop in license revenue. For the whole year their ARR went up 12% to $804.2 million hitting the upper end of their forecast. On the operational side the company's restructuring efforts really paid off. Their non-IFRS EBIT for Q4 increased 21% year-over-year to $120 million"
X Link 2025-01-16T13:52Z [----] followers, [--] engagements
"In today's publication👇 Cellnex $CLNX Cellnex announced an 800M share buyback program exceeding expectations and signaling confidence in its financial health while maintaining investment-grade status. The initiative set to begin after the sale of Irish assets reflects its commitment to shareholder value. Whitbread $WTB Whitbread reported mixed results with UK accommodation sales flat but strong growth in Germany (+19% YoY). While RevPAR remains under pressure recent improvements and its Accelerating Growth Plan are expected to support long-term growth. SGS-Bureau Veritas $SGSN $BVI Talks of"
X Link 2025-01-17T10:02Z [----] followers, [--] engagements
"Cellnex $CLNX a major player in Europes telecom tower market is making waves with its latest announcement. The companys board has signed off on an [---] million share buyback program which represents about 3.9% of its market value. This initiative will start once the sale of its Irish assets wraps upexpected in Q1 2025and its set to run until the end of the year. The purpose To reduce the number of shares on the market by canceling the ones it buys back. On top of that Cellnex is increasing its Total Return Equity Swap Agreement from [---] million to [---] million and extending its maturity to"
X Link 2025-01-17T12:33Z [----] followers, [---] engagements
"Zalando $ZAL delivered some exciting news recently for investors sharing its preliminary results for [----] and theres a lot to like. The company reported gross merchandise volume (GMV) of [----] billion up 4.5% from the previous year. Revenues followed suit growing by 3.9% to [----] billion. These numbers slightly beat market expectations showing that Zalandos focus on attracting more customers and improving inventory sell-through really paid off. Whats even more impressive is how Zalando managed to boost its profits. Adjusted EBIT for the year hit [---] million smashing the companys guidance of"
X Link 2025-01-20T14:08Z [----] followers, [---] engagements
"We're out with today's publication 👇 Companies highlighted: Nemetschek $NEM Nacon $NACON Thales $HO Michelin $ML Generali $G CFE $CFEB Neinor Homes $HOME rsted $ORSTED Adidas $ADS Formycon $FYB Find it all on the Lux Opes Research site (free). We are also tagging some accounts. Apologies if this is annoying but we believe you might find our work interesting. (and its a bit frustrating doing a lot of work for zero reads 🙂) We promise this will be the first and last time @wolfofharcourt @John_Hempton @hcapinvesting @FoxCastlehold @MadsCapital @hedgie007 @ValueGARP @RagingVentures"
X Link 2025-01-22T08:59Z [----] followers, [----] engagements
"ICYMI our latest publication covers recent events at Nemetschek $NEM Nacon $NACON Thales $HO Michelin $ML Generali $G CFE $CFEB Neinor Homes $HOME rsted $ORSTED Adidas $ADS Formycon $FYB Find it all on the Lux Opes site. We're out with today's publication 👇 Companies highlighted: Nemetschek $NEM Nacon $NACON Thales $HO Michelin $ML Generali $G CFE $CFEB Neinor Homes $HOME rsted $ORSTED Adidas $ADS Formycon $FYB Find it all on the Lux Opes Research site (free). We are also tagging some https://t.co/5d9YI3b2tD We're out with today's publication 👇 Companies highlighted: Nemetschek $NEM Nacon"
X Link 2025-01-23T08:11Z [----] followers, [---] engagements
"It's undisputable that Europe has lost the tech innovation battle. But one sector that seems to be making up lost ground is the European Aerospace & Defense sector 👇 Here are [--] companies in the sector that we expect will continue to perform very well over the next years 🧵"
X Link 2025-01-23T13:10Z [----] followers, [----] engagements
"@R2Discovery Yes youre right thats an interesting one as well"
X Link 2025-01-23T14:11Z [----] followers, [---] engagements
"Today's publication is out 👇 We discuss a lot today: - La Franaise de lEnergie $LFDE - Ericsson $ERICB - Givaudan $GIVN - Sidetrade $ABLFR - Salzgitter $SZG - Autoneum $AUTN - Interparfums $IPAR - Sandvik $SAND - Schaeffler $SHA0 - Puma $PUMA - Porsche $P911 (link in bio) https://twitter.com/i/web/status/1882722006870704329 https://twitter.com/i/web/status/1882722006870704329"
X Link 2025-01-24T09:28Z [----] followers, 15.1K engagements
"In today's publication: La Franaise de lEnergie $LFDE is seeing a rebound in gas sales and progressing on new cogeneration projects while navigating challenges in electricity revenue. The company is also pursuing legal action for past network outages. Ericsson $ERICB reported mixed results with strong growth in North America but weaker performance in other regions and some margin challenges. The company is optimistic about stabilizing the RAN market and improving long-term profitability. Givaudan $GIVN continues to deliver strong growth across segments like Fragrance & Beauty and Taste &"
X Link 2025-01-24T10:28Z [----] followers, [---] engagements
"Salzgitter $SZG has received a nonbinding offer from GP Gnter Papenburg and TSR at [----] per share offering a 33% premium over its November [--] price. This values the company at 5x FY2025e EBITDA but the deal hinges on GP increasing its stake from 25.05% to 45%. Aurubis where Salzgitter holds a 29.99% stake valued at [--] billion seems to be a key attraction almost justifying the offer price on its own. On the industrial side synergies with TSR look promising particularly in scrap supply for Salzgitters transition to electric arc furnacesa critical step as DRI technology remains unproven in Europe."
X Link 2025-01-25T14:53Z [----] followers, [----] engagements
"@ToffCap Thanks Toff We're a small team each with 15+ years in the business. We've seen a lot And yes - we intend to keep this up"
X Link 2025-01-25T15:27Z [----] followers, [--] engagements
"Hi to all new followers Were Lux Opes Research and we cover (mostly) European companies - lots of them. Three times a week we publish our takes on recent material company news and events. The goals is simple: we want Lux Opes to be the only publication youll need to stay up to date on your favourite companies. No big discussions huge financial models and 50p deep dives. But neat sharp and quick updates thatll help you in your decision making. Best of all - were doing it for free. Find it all at @LuxOpesResearch. Cheers"
X Link 2025-01-25T18:51Z [----] followers, [----] engagements
"Today's publication is out We also look at the AI panic 👇 DeepSeek Ryanair $RYA GenSight Biologics $SIGHT European Cloud $IONOS $OVH Stabilus $STM BASF $BASF Ericsson $ERIC Burberry $BRBY GL Events $GLO"
X Link 2025-01-27T09:40Z [----] followers, [----] engagements
"In today's publication: Chinese AI startup DeepSeek unveiled a groundbreaking model that challenges big U.S. tech firms with its cost-effective and efficient approach. Ryanair $RYA received unexpected financial boosts from Boeing compensations and currency revaluations offsetting some operational challenges. GenSight $SIGHT is focusing on restarting its Compassionate Access Authorisation program while seeking funding options for its long-term plans. European cloud providers $IONOS $OVH see opportunities as U.S. data transfer policies create concerns over data sovereignty. Stabilus $STM"
X Link 2025-01-27T10:29Z [----] followers, [----] engagements
"👜Burberry's $BRBY retail game is finally picking up as we head into the new year. After a tough quarter where sales really took a dive this iconic fashion brand is making a comeback. In the latest update sales have bounced back surprising analysts who were expecting worse. Even though sales are still a bit lower compared to last year its a massive improvement from the previous slump. Things are looking good in the Americas and while Europe the Middle East and Africa saw a small dip the situation in Asia is improving. China's particularly showing some positive vibes with steady buying both"
X Link 2025-01-27T18:43Z [----] followers, [---] engagements
"Ryanair $RYA ✈recently shared their third-quarter performance and while the airline didnt quite meet expectations in some areas it managed to soar in others thanks in part to some unexpected help from Boeing. Initially Ryanair faced a bit of a hiccup with higher costs which put a dent in their earnings. They hoped to make up for it with a slight increase in revenue per passenger but it wasnt quite enough. However they caught a lucky break with fuel hedging savings which helped soften the blow. But due to delays in aircraft deliveries Boeing compensated Ryanair providing a substantial boost to"
X Link 2025-01-28T09:31Z [----] followers, [---] engagements
"Let's dive into Stabilus' $STM recent performance. As they kicked off their fiscal year 2024-25 things were looking up. They reported a nice boost in sales thanks in part to their new acquisition Destaco which helped add some extra momentum despite a slight dip in organic growth. When you look at how they did across different regions there's a bit of a mixed bag. In the Americas they saw a pretty solid increase and things were moving in the right direction across Europe the Middle East and Africa as well. However they did hit a small bump in the road in the Asia-Pacific region. As for their"
X Link 2025-01-28T14:25Z [----] followers, [---] engagements
"Today we discuss: LVMH $MC saw slight improvements in Q4 but profit margins are still under pressure. A small recovery in China and strong performance from flagship brands like Louis Vuitton give hope but the luxury market remains uncertain. $ASML had a strong end to [----] beating expectations and setting up for a promising [----]. Demand for its chip-making machines remains high with big orders coming in especially for AI-driven technology. Wacker Chemie $WCH managed to control costs and improve profitability despite challenges in the solar industry. The company is cutting production to prevent"
X Link 2025-01-29T12:46Z [----] followers, [---] engagements
"$ASML wrapped up [----] on a high setting the tone for an exciting [----]. They didn't just meet expectations; they blew past them largely thanks to some smart moves in managing their existing technology which brought in more money than anyone anticipated. The U.S. and South Korea emerged as standout markets showing strong demand and driving a significant part of ASML's success. Meanwhile China traditionally a big player saw its influence wane a bit hinting at some interesting shifts in the global semiconductor scene. On the product side ASML's cutting-edge technologies continued to perform well"
X Link 2025-01-29T16:33Z [----] followers, [---] engagements
"In [----] $LVMH experienced a bit of a rollercoaster year. While they saw some improvement especially towards the end their profit margins are still under pressure meaning investors might need to stay patient. The company achieved [----] billion in sales but margins slipped to 23.1% from 26.5% last year reflecting challenges in the luxury market particularly in Asia. However the fourth quarter brought a slight 1% sales increase. The Fashion and Leather Goods sector showed a small recovery thanks to a rebound in Chinese spending and growth in the U.S. and Europe although Japan's market remained"
X Link 2025-01-29T18:34Z [----] followers, [---] engagements
"$SAP has been on fire with a nice 10% revenue boost hitting [----] billion beating expectations. Their on-premise business is rock-solid and continues to be a major player in this success story. Operating profit also jumped an impressive 24% to [----] billion thanks to a smart business mix and effective cost management. However the [----] forecast has a slight hitch especially when it comes to free cash flow sitting just below what analysts were hoping for. Theyre targeting 11-13% growth in cloud and software revenue which is a bit shy of expectations. Despite this SAP's history of outperforming"
X Link 2025-01-30T10:29Z [----] followers, [---] engagements
"RENK $R3NK $RENK wrapped up [----] on a high note and gearing up for more growth in [----]. They crushed it with a 23% revenue jump to [---] billion thanks to strong demand across all segments. Adj EBIT climbed 26% to [---] million boasting a solid 21.2% margin. Order intake stole the spotlight hitting [---] billion up 13% year-over-year with a book-to-bill ratio of 1.3x; the fourth quarter was especially hot with a 1.6x ratio signaling strong demand and a promising future pipeline. RENK's success comes from better production control at VMS facilities in Augsburg and Muskegon along with ongoing"
X Link 2025-01-30T15:02Z [----] followers, [----] engagements
"We're out with a new one We discuss: Volvo $VOLV Manitou $MTU Solutions [--] $S30 Symrise $SY1 WDP $WDP Roche $ROG Puma $PUM DSM-Firmenich $DSFIR Swatch $UHR STMicroelectronics $STM Rmy Cointreau $RCO (link in bio)"
X Link 2025-01-31T09:02Z [----] followers, [----] engagements
"In today's publication we chat about: Volvo $VOLV Volvos order intake is picking up signaling a possible market turnaround. However truck margins remain under pressure particularly in North America and the company is staying cautious about [----]. Manitou $MTU After a tough [----] Manitou is seeing strong order intake suggesting that demand is recovering. The U.S. market is stabilizing and a large order backlog provides a cushion for the year ahead. Solutions [--] $S30 Solutions [--] is prioritizing profitability over revenue growth cutting less profitable projects and streamlining operations. The"
X Link 2025-01-31T10:24Z [----] followers, [---] engagements
"Rmy Cointreaus $RCO latest update confirms what many had fearedthe cognac market downturn continues to weigh heavily on results. The biggest pain point remains indeed cognac which makes up 65% of group sales. The category will fall strongly with the U.S. market yet to show meaningful recovery and China facing additional challenges due to tougher year-over-year comparisons and cash constraints among distributors. Meanwhile the Liqueurs & Spirits division is expected to decline by 8% an improvement over the previous quarter largely thanks to better trends in Europe and Asia-Pacific. EBIT will"
X Link 2025-01-31T13:10Z [----] followers, [---] engagements
"Swatch Group $UHR just wrapped up a brutal [----] with sales down 12.2% for the year and a shocking drop in profitabilitythe EBIT margin collapsed from 15.1% in [----] to just 4.5% in [----]. The second half of the year was particularly bad with sales declining 14% and margins barely holding at 3%. China was the worst-hit region where sales plummeted 30% dragging down the groups overall performance. Adding to the pain higher marketing costs for the Olympics and poor inventory management weighed heavily on profits. Swatchs net cash position shrank by CHF 600m. That said December showed signs of life"
X Link 2025-01-31T14:04Z [----] followers, [---] engagements
"Volvo's $VOLVB full-year results were a mixed bag with a strong rebound in order intake offset by disappointing truck margins. The companys EBIT came in as expected but the truck divisions 10.6% margin fell short due to several disruptions in North America. These included the production ramp-up for the new VNL truck lingering supply chain constraints and even Hurricane Katrinas residual impact which led to some volume losses and higher costs. Despite these headwinds management reassured investors that these challenges are temporary and that improvements are already underway. The real bright"
X Link 2025-01-31T15:15Z [----] followers, [---] engagements
"https://x.com/LuxOpesResearch/status/1885252179222532234 We're out with a new one We discuss: Volvo $VOLV Manitou $MTU Solutions [--] $S30 Symrise $SY1 WDP $WDP Roche $ROG Puma $PUM DSM-Firmenich $DSFIR Swatch $UHR STMicroelectronics $STM Rmy Cointreau $RCO (link in bio) https://t.co/rAFa0F8MlT https://x.com/LuxOpesResearch/status/1885252179222532234 We're out with a new one We discuss: Volvo $VOLV Manitou $MTU Solutions [--] $S30 Symrise $SY1 WDP $WDP Roche $ROG Puma $PUM DSM-Firmenich $DSFIR Swatch $UHR STMicroelectronics $STM Rmy Cointreau $RCO (link in bio) https://t.co/rAFa0F8MlT"
X Link 2025-02-01T12:44Z [----] followers, [----] engagements
"Symrise $SY1 wrapped up Q4 with [-----] billion in sales slightly ahead of expectations. However organic sales growth was just 0.9% well below estimates. The biggest culprit A [---] percentage point hit from hyperinflation particularly in Latin America. Adjusting for that growth would have been a healthier 6% but the overall slowdown compared to Q3 raises some concerns. On the positive side Symrises EBITDA came in at [-----] billion slightly above estimates with a solid margin of 20.7%. The companys cash flow performance was also strong with business free cash flow exceeding expectations. These"
X Link 2025-02-01T14:41Z [----] followers, [---] engagements
"Lots of new followers today (thanks to a few incredibly kind accounts @evfcfaddict @ToffCap). To all new followers we cover mostly European companies - but we cover lots of them. Three times a week we publish our takes on recent material company news and events. No big discussions huge financial models and very long deep dives. Just sharp and quick updates on recent events (mainly results) thatll help you in your decision making"
X Link 2025-02-01T18:19Z [----] followers, [----] engagements
"This week's wrap-up 👇 Monday Chinese AI startup DeepSeek unveiled a groundbreaking model that challenges big U.S. tech firms with its cost-effective and efficient approach. Ryanair $RYA received unexpected financial boosts from Boeing compensations and currency revaluations offsetting some operational challenges. GenSight $SIGHT is focusing on restarting its Compassionate Access Authorisation program while seeking funding options for its long-term plans. European cloud providers $IONOS $OVH see opportunities as U.S. data transfer policies create concerns over data sovereignty. Stabilus $STM"
X Link 2025-02-02T13:45Z [----] followers, [---] engagements
"New publication is out We discuss: Kaufman & Broad $KOF LOral $OR Novartis $NVS Nokia $NOKIA.HE Soitec $SOI Carmat $ALCAR Autoliv $ALV K+S $SDF SKF $SKF-B OMV $OMV (link in bio)"
X Link 2025-02-03T09:24Z [----] followers, [----] engagements
"Today we chatted about: Kaufman & Broad $KOF Real estate is in a rough spot but these guys are holding up. Sales dipped a bit but margins stayed solid and they even managed to boost pre-sales. Strong cash reserves and a decent dividend are good signs but tax changes and local elections could make things trickier. LOral $OR Perfumes are flying off the shelves keeping LOral ahead of the game. Skincare is doing alright but makeup had a tougher time. Charlotte Tilbury is making moves in the U.S. and overall the company seems pretty confident about [----]. Novartis $NVS Q4 was a big win with"
X Link 2025-02-03T12:33Z [----] followers, [----] engagements
"ICYMI we're out with a new publication discussing the latest of: Kaufman & Broad $KOF LOral $OR Novartis $NVS Nokia $NOKIA.HE Soitec $SOI Carmat $ALCAR Autoliv $ALV K+S $SDF SKF $SKF-B OMV $OMV (link in bio)"
X Link 2025-02-04T08:40Z [----] followers, [----] engagements
"Kaufman & Broad's $KOF [----] results held up well despite the rough real estate market. Sales dipped a bit (no shocker there with the market slowdown) but they still came pretty close to what was expected. Revenue was slightly down but nothing too crazy. Impressive performance how they kept their profits steady with their operating margin solid. That's not easy when the market's cooling off. A big win for them was in housing pre-sales. While the real estate sector is struggling overall Kaufman & Broad managed to bump up their pre-sales by a few percentage points. It might not seem huge but"
X Link 2025-02-04T10:34Z [----] followers, [---] engagements
"Novartis $NOVN - another quarter another beat on expectationsthis pharma giant is on fire. Novartis' latest Q4 numbers came in ahead of forecasts. The companys top-selling drugs continue to drive growth with standout performances across its portfolio. Kisqalia breast cancer treatmentis seeing huge momentum thanks to its recent launch for early-stage patients. Operationally things are looking even better. Core EBIT (earnings before interest and taxes) jumped by 29% with profit margins expanding thanks to strong operational leverage. The strong performance was driven by a lineup of blockbuster"
X Link 2025-02-04T12:55Z [----] followers, [---] engagements
"New one out Today we discuss 👇 Ferrari $RACE Vodafone $VOD Siltronic $WAF Melexis $MELE Infineon $IFX Dassault Systmes $DSY Diageo $DGE Assa Abloy $ASSA Tonies $TNIE Formycon $FYB (link in bio)"
X Link 2025-02-05T08:51Z [----] followers, 12.4K engagements
"Today's summary 👇 Ferrari $RACE Another strong quarter with earnings beating expectations. Sales are up pricing power remains strong and their new F80 supercar is already fully sold out. Some concerns around hybrid resale values but overall Ferrari continues to dominate the luxury car market. Vodafone $VOD Good growth in the UK and Africa but Germany remains a problem. Customer numbers are improving but organic revenue there keeps falling. The company is sticking to its targets but investors are waiting to see real progress in Germany. Siltronic $WAF Recovery keeps getting pushed back as"
X Link 2025-02-05T10:13Z [----] followers, [---] engagements
"Here's the link: https://www.luxopes.com/p/cars-liquor-and-childrens-music-boxes https://www.luxopes.com/p/cars-liquor-and-childrens-music-boxes"
X Link 2025-02-05T13:17Z [----] followers, [---] engagements
"Ferrari's $RACE latest earnings report is like a breath of fresh air for investors showing once again that the company knows how to exceed expectations. In the fourth quarter Ferrari's earnings were stronger than anyone anticipated. They saw an 8% boost in EBIT and earnings per share were 14% above estimates. Sales also came in hot fueled by solid pricing and a thriving sponsorship and brand division. While EBITDA margins were a bit shy of expectations the overall picture is clear: Ferrari knows how to keep its profits and pricing power in top gear. $RACE s [----] guidance is pretty much on par"
X Link 2025-02-05T14:09Z [----] followers, [---] engagements
"Siltronics $WAF latest update wasnt what investors had hoped for. The companys guidance for [----] was disappointing with excess inventory at clients continuing to weigh on demand. The recovery that many were expecting seems to be taking longer than anticipated. As a result Siltronic now expects revenue to stay roughly flat in [----] at around [---] billion euros which is lower than the market consensus of [---] billion euros. They also noted that the first half of the year will likely be weaker than the second as some clients are pushing back orders. On top of that Siltronic will stop producing"
X Link 2025-02-05T15:07Z [----] followers, [---] engagements
"ICYMI we're out with a new publication discussing: Ferrari $RACE Vodafone $VOD Siltronic $WAF Melexis $MELE Infineon $IFX Dassault Systmes $DSY Diageo $DGE Assa Abloy $ASSA Tonies $TNIE Formycon $FYB (link in bio) New one out Today we discuss 👇 Ferrari $RACE Vodafone $VOD Siltronic $WAF Melexis $MELE Infineon $IFX Dassault Systmes $DSY Diageo $DGE Assa Abloy $ASSA Tonies $TNIE Formycon $FYB (link in bio) https://t.co/fYFPbhDG35 New one out Today we discuss 👇 Ferrari $RACE Vodafone $VOD Siltronic $WAF Melexis $MELE Infineon $IFX Dassault Systmes $DSY Diageo $DGE Assa Abloy $ASSA Tonies $TNIE"
X Link 2025-02-06T09:41Z [----] followers, [----] engagements
"Vodafones $VOD latest update showed some encouraging signs but also confirmed that its challenges in Germany are far from over. Revenue for the third quarter of [----] rose [--] percent year-over-year slightly above expectations. EBITDA was also better than expected increasing by [--] percent and beating consensus estimates by about [--] percent. The company benefited from solid service revenue growth and lower energy costs across Europe which helped offset some of the weaker areas of the business. The UK stood out as a bright spot with service revenue up [---] percent year-over-year mainly due to price"
X Link 2025-02-06T13:19Z [----] followers, [---] engagements
"Diageos latest results brought a sigh of relief to investors. After months of concerns about slowing growth and industry-wide challenges the company managed to return to positive sales momentum. Beer especially Guinness played a big role in keeping revenue steady in North America and Europe while Latin America and Africa also contributed to growth. The only weak spot was Asia where sales took a hit but overall things are looking better than expected. What really stood out was how well Diageo managed its profitability. Despite rising costs and a tough economic backdrop the company kept its"
X Link 2025-02-06T17:45Z [----] followers, [---] engagements
"And out with a new one 💪 We discuss: Soitec $SOI LOral $OR Siemens Healthineers $SHL Porsche $P911 X-Fab $XFAB GN Store Nord $GN ArcelorMittal $MT Compass Group $CPG Aurubis $NDA Rational $RAA (link in bio)"
X Link 2025-02-07T09:24Z [----] followers, [----] engagements
"Soitec $SOI delivered another tough quarter and this time the numbers were much worse than expected. The company has been battling a slowdown in key markets but the sharp declines in its automotive and AI divisions took everyone by surprise. Despite some positive signs in mobile communications where sales finally picked up after months of weakness the losses in other areas were too big to ignore. Automotive once seen as a strong growth driver collapsed and AI-related sales werent far behind. Management had to slash its full-year outlook admitting that demand just isnt recovering as quickly as"
X Link 2025-02-07T14:25Z [----] followers, [---] engagements
"We covered [--] companies this week Monday Kaufman & Broad $KOF LOral $OR Novartis $NVS Nokia $NOKIA.HE Soitec $SOI Carmat $ALCAR Autoliv $ALV K+S $SDF SKF $SKF-B OMV $OMV Wednesday Ferrari $RACE Vodafone $VOD Siltronic $WAF Melexis $MELE Infineon $IFX Dassault Systmes $DSY Diageo $DGE Assa Abloy $ASSA Tonies $TNIE Formycon $FYB Friday Soitec $SOI LOral $OR Siemens Healthineers $SHL Porsche $P911 X-Fab $XFAB GN Store Nord $GN ArcelorMittal $MT Compass Group $CPG Aurubis $NDA Rational $RAA"
X Link 2025-02-09T13:17Z [----] followers, [----] engagements
"Porsche $P911 just sent a bit of a shock through its investor base revealing that its ongoing transformation is going to be much more expensive than anticipated. The company had already hinted at additional spending but few expected costs to balloon this dramatically. Porsche is pouring money into updating its combustion engine platforms battery technology and expanding its customization options all part of its plan to stay ahead of shifting market trends. While these moves are meant to strengthen its position long term the near-term financial hit is unavoidable. This wasnt the earnings"
X Link 2025-02-09T14:04Z [----] followers, [---] engagements
"X-Fab $XFAB just wrapped up a tough fourth quarter for [----] with results landing at the lower end of what they had anticipated. The numbers took a hit especially in the automotive sector which saw a 15% drop because of some inventory tweaks. The industrial side didnt fare much better tumbling by 34%silicon carbide had a rough patch there. On a brighter note the medical division held its ground even managing a small uptick. By the end of [----] the company saw its net debt balloon painting a challenging financial picture. For [----] X-Fab is eyeing a cautious comeback predicting a modest revenue"
X Link 2025-02-09T14:45Z [----] followers, [---] engagements
"GN Store Nords $GN latest results paint a mixed picture. Gaming continues to be a bright spot with strong organic growth while the Enterprise division remains in a downturn showing only tentative signs of stabilization. The companys Hearing division also posted a solid performance though it came in slightly below expectations. Overall revenue was slightly ahead of estimates but profitability lagged leaving investors with more questions than answers. In the Hearing business North America and Europe showed good momentum but headwinds in China dampened overall growth. The Enterprise segment"
X Link 2025-02-09T18:26Z [----] followers, [---] engagements
"Just out with a new one discussing: Pernod Ricard $RI Guerbet $GBT Savencia $SAVE Azelis $AZE VINCI $DG Capgemini $CAP Wallix $ALLIX Gerresheimer $GXI Laboratorios Rovi $ROVI BASF $BAS (link in bio)"
X Link 2025-02-10T09:46Z [----] followers, 10.7K engagements
"In today's publication 👇 Pernod Ricard $RI A mixed quartermanagement is finally facing reality and cutting costs but sales are still weak especially in China and the U.S. Theyre calling [----] a transition year and hoping for real growth in [----]. The stock is cheap so theres not much downside but also not a big reason to jump in just yet. Guerbet $GBT Sales were a bit weak but margins held up which is a small win. MRI is struggling with pricing pressure in the U.S. while X-ray and interventional radiology are doing better. The stock is cheap but low visibility and weak trading volumes make it"
X Link 2025-02-10T10:48Z [----] followers, [----] engagements
"Here's the link https://www.luxopes.com/p/bottles-cdmos-and-asset-sales https://www.luxopes.com/p/bottles-cdmos-and-asset-sales"
X Link 2025-02-10T12:47Z [----] followers, [---] engagements
"We discussed Pernod Ricards $PR latest earnings which didnt exactly blow anyone away but they did offer a more reassuring tone from management. $PR is acknowledging its challenges head-on adopting a more measured approach and outlining clear cost-cutting plans. That was enough to give the stock a 3% boost but lets be honestthe numbers still paint a tough picture. Sales took a hit especially in China and the US and EBIT slipped as well. Throw in some unfavorable currency effects and youve got a business thats still struggling to find its footing. That said theres at least a clearer roadmap."
X Link 2025-02-10T13:44Z [----] followers, [---] engagements
"BASF $BAS has officially started the process of selling its Brazilian decorative paints business Suvinil. This move isnt surprisingit was flagged at the companys CMD last September. Suvinil is a major player in Brazil holding a 25% market share and generating around [---] million in sales in [----]. While profitability details havent been disclosed estimates suggest it could fetch at least [---] million given comparable valuations in the sector. The bigger story is that this is just the first step. BASF is also looking to divest its broader coatings business which includes surface treatments"
X Link 2025-02-11T18:16Z [----] followers, [---] engagements
"What we discussed today: Borussia Dortmund $BVB.DE BVBs financials showed what we expectedlower profits due to no big transfer windfall this season. The teams Bundesliga form isnt great but theyre still fighting for a Champions League spot and their European campaign is going strong. If they go deep in the tournament expect a nice revenue boost. Long-term the business looks solid but short-term results will depend on their performance on the pitch. CANCOM $COK.DE CANCOMs revenue came in stronger than expected but profits didnt follow suit. While government IT spending in Germany helped offset"
X Link 2025-02-12T10:18Z [----] followers, [---] engagements
"Borussia Dortmunds $BVB latest financials showed what we expectedlower profitability due to a dip in transfer income. The clubs first-half revenue came in slightly below last years numbers mainly because there wasnt a blockbuster transfer like the Jude Bellingham sale to Real Madrid. A delayed payout from UEFA Champions League TV rights also played a role in the revenue dip. That said advertising and conference income increased which helped offset some of the declines in matchday revenue TV marketing and merchandising. On the pitch its been a bit of a rollercoaster. $BVB is currently in 11th"
X Link 2025-02-12T13:42Z [----] followers, [---] engagements
"Theres movement at Verallia $VRLA with BWGI controlled by Brazils Moreira Salles family considering a takeover bid. BWGI already owns 28.84% of the glass-packaging company and has been steadily increasing its stake since Verallias IPO in [----]. Until now the family office had avoided crossing the 30% ownership threshold but theyve now confirmed they are reviewing an offerthough they have no plans to delist the company. This move looks opportunistic. [----] was a rough year for Verallia with multiple downward earnings revisions leading to a 30% stock price drop. After two years of record growth"
X Link 2025-02-13T16:35Z [----] followers, [----] engagements
"Waga Energy $WAGA is firing on all cylinders wrapping up [----] with a massive 67% jump in sales. The big driver are the Biomethane production and treatment services which surged 81% making up the bulk of the companys revenue. Equipment sales also saw solid growth though at a slower pace. Whats really exciting is the growing international footprintnearly 40% of its biomethane production is now happening outside France where prices tend to be more attractive especially in North America. The companys deal pipeline is looking stronger than ever. After a sluggish first half the second half of 2024"
X Link 2025-02-13T18:12Z [----] followers, [---] engagements
"New one out We discuss 👇 Moncler $MONC Telecom Italia $TIT Adyen $ADYEN EssilorLuxottica $EL Flow Traders $FLOW Delivery Hero $DHER Thyssenkrupp $TKA Ceconomy $CEC Siemens Energy $ENR United Internet $UTDI Safran $SAF Link in bio"
X Link 2025-02-14T09:05Z [----] followers, [----] engagements
"Adyen $ADYEN wrapped up [----] with revenue growth that slightly exceeded expectations finishing the year with a 23% increase in net revenue. T he second half of the year also saw stronger-than-expected profits thanks to both higher revenue and lower costs. With the company reaffirming its guidance for 2025expecting revenue growth of at least 23%investors can breathe easy knowing that momentum remains intact. One key highlight was the companys ability to keep costs under control. Despite ramping up hiring in previous years operating expenses in the second half were lower than anticipated."
X Link 2025-02-14T13:21Z [----] followers, [---] engagements
"EssilorLuxottica $EL wrapped up [----] on a high note with Q4 growth coming in stronger than expected and profitability improving in the second half of the year. The eyewear giant saw organic revenue growth surpass 5% in the final quarter reflecting a notable rebound in North America particularly in sunglasses and continued strength in Europe. Meanwhile its EBIT margin saw a year-over-year improvement in the second half further solidifying the companys ability to navigate an uncertain market. A major storyline is the rapid adoption of Ray-Ban Meta smart glasses. With over [--] million units sold"
X Link 2025-02-14T14:22Z [----] followers, [---] engagements
"A few crazy performing stocks YTD compared to a few pretty popular ones 👇 $CNR (CONSOL Energy) +299% $FUBO (FuboTV) +222% $GRAL (Grail) +208% $TEM (Tempus AI) +159% $DOGW (Dogwood Therapeutics) +144% $PLTR (Palantir) +58.5% $BABA (Alibaba) +46.8% $PDD (PDD Holdings) +28.1% $UBER (Uber) +25.7% $ARM (Arm Holdings) +24.4% $TSLA (Tesla) +20.3% $SHOP (Shopify) +18.7% $SQ (Block) +15.3% $PYPL (PayPal) +12.9% $ZM (Zoom) +10.2% Whos your top pick https://twitter.com/i/web/status/1890738532957769882 https://twitter.com/i/web/status/1890738532957769882"
X Link 2025-02-15T12:22Z [----] followers, [----] engagements
"Telecom Italia $TIT has spent years in the trenches struggling with debt customer losses and intense competition. But now its showing signs of a real turnaroundthanks to a major focus on free cash flow. The companys new guidance for [----] took the market by surprise with expectations for significantly higher cash flow than previously thought. Instead of barely scraping by TIM now sees itself generating enough cash to start paying dividends again in 2026something investors havent heard in years. Thats not to say everything is perfect. $TIT is still losing broadband and mobile customers at a"
X Link 2025-02-15T13:39Z [----] followers, [---] engagements
"Delivery Hero $DHER wrapped up [----] with a strong finish posting Q4 results that outpaced expectations thanks largely to a standout performance in the Middle East and North Africa (MENA). The company saw its gross merchandise volume (GMV) rise 16% year-over-year beating forecasts by 4% with MENA delivering an impressive 42% growth. Meanwhile Europe posted steady gains while Asia and the Americas faced challenges particularly in markets affected by hyperinflation. On the profitability side adjusted EBITDA for the full year is now expected to come in slightly ahead of consensus at [---] million"
X Link 2025-02-15T14:40Z [----] followers, [----] engagements
"Here are a few stocks with crazy ytd performance 👇 $AIKI (Aikido Pharma) +995.41% $INKT (Mink Therapeutics) +840.36% $GBUX (Givbux) +359.63% $YOSH (Yoshiharu Global) +341.21% $RPID (Rapid Micro Biosystems) +286.67% $WLGS (WANG & LEE GROUP) +276.77% $APPS (Digital Turbine) +266.27% $IVVD (Invivyd) +263.35% $AIFF (Firefly Neuroscience) +240.00% $NITI (N2OFF) +239.23% $LTRY +230.58% $TOI (The Oncology Institute) +211.04% $RNAZ (TransCode Therapeutics) +207.42% $CHRO (Channel Therapeutics) +193.29% What do you have on your list http://Lottery.com http://Lottery.com"
X Link 2025-02-16T17:58Z [----] followers, [----] engagements
"New one out We discuss: Straumann $STMN Jost-Werke $JST BIC $BIC BAE Systems $BA MTU Aero Engines $MTX BASF $BAS Temenos $TEMN OC Oerlikon Corp AG $OERL Intercontinental Hotels $IHG Ontex $ONTEX"
X Link 2025-02-19T10:31Z [----] followers, 10K engagements
"Here's the link: https://www.luxopes.com/p/dental-implants-pens-and-hotels https://www.luxopes.com/p/dental-implants-pens-and-hotels"
X Link 2025-02-19T13:32Z [----] followers, [---] engagements
"Straumann $STMN ended [----] on a high note delivering solid revenue growth and some encouraging signs of recovery in North America. For most of last year North America had been a weak spot lagging behind the rest of the companys global business. However in the final quarter the region started to show some momentum with growth picking up slightly from the previous quarter. While its not a dramatic turnaround it does indicate that the worst may be over and Straumanns efforts to regain lost ground in the region could start to bear fruit. Meanwhile Asia-Pacific continued to be the companys"
X Link 2025-02-19T14:41Z [----] followers, [---] engagements
"BASF $BAS recently took another big step forward in its non-core asset monetization strategy announcing the sale of its Brazilian decorative paints business to Sherwin-Williams for $1.15 billiona significantly higher price than expected. The Suvinil business a market leader in Brazil with a 25% share and [---] million in annual sales fetched a valuation well above initial estimates confirming that BASF is executing well on its disposal strategy. This is part of the companys broader push to divest non-core assets with more transactions expected in the coming months. The successful sale"
X Link 2025-02-19T16:34Z [----] followers, [---] engagements
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