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@mwbresearch
"#Lanxess ๐ ๐ Exit from Envalior: XXXX% stake tendered to Advent (EUR 1.2bn base vs EUR 950m mwb est.) + EUR 200m loan repayment ๐ถ Net debt EUR 1bn leverage 1.5x EPS +EUR 1.20/sh est. โ
PT EUR XX BUY reiterated ๐ $LXS"
X Link @mwbresearch 2025-09-24T09:50Z XXX followers, 1183 engagements
"$LXS stays defensive vs. weak demand & Asian overcapacity ๐งช๐ Cost cuts + balance sheet repair + Envalior optionality = upside ๐ Recovery into 2026 = catalyst ๐ Reiterate BUY โ
More ๐ #LANXESS #Investing #Chemicals"
X Link @mwbresearch 2025-08-27T09:46Z XXX followers, 1003 engagements
"#Rheinmetall ๐ก ๐ Q3 Analyst & Investor Recap confirms brief slowdown in momentum ๐ Order delays linked to German govt formation; shift expected into Q4/Q1 โ NVL acquisition & Power Systems sale sharpen defense focus โ
BUY PT EUR 2500 ๐ $RHM"
X Link @mwbresearch 2025-10-07T10:02Z XXX followers, XXX engagements
"#PhotonEnergy โ โก September figures mixed weather & Romania outages weigh on generation ๐ Long-term upside from demand response capacity markets & new tech remains intact โ
Spec. BUY ๐ $PEN #Renewables #SolarEnergy #EnergyTransition"
X Link @mwbresearch 2025-10-15T08:40Z XXX followers, XXX engagements
"#Siltronic ๐ฝ ๐ Sentiment-driven rally lifts shares near our EUR XXXXX fair value ๐ง Early memory recovery signs priced in fundamentals must catch up ๐ Re-rating likely only with tangible progress in 2026 โ
HOLD ๐ $WAF #Semiconductors #SiliconWafers"
X Link @mwbresearch 2025-10-15T08:55Z XXX followers, XXX engagements
"๐ Disappointing Q2 from #Beiersdorf: Org. sales growth +0.6% YoY vs. +1.7% consensus miss. Challenging market leads to FY25 guidance downgrade. We lower our PT but maintain BUY. #ConsumerGoods $BEI #Earnings #Stocks #Investing #Skincare #Equities"
X Link @mwbresearch 2025-08-07T10:53Z XXX followers, XXX engagements
"#Beiersdorf ๐งด ๐ H1 miss: sluggish growth FY targets cut ๐ Share price dropped well below earlier highs ๐ก Marketing & NIVEA innovation to reignite momentum โ
PT EUR XXXXXX BUY reiterated (50% upside) ๐ $BEI"
X Link @mwbresearch 2025-09-26T09:02Z XXX followers, 1590 engagements
"#ThePaymentsGroup ๐ณ ๐ MFSA clears Calida deal โ Financing via treasury shares (1923m) + private placement ๐ Vertically integrated PayTech ๐ฎ Revenue x4 by 2028 double-digit EBITDA margins โ
BUY ๐ #FinTech $TPG"
X Link @mwbresearch 2025-09-29T08:01Z XXX followers, XXX engagements
"#Gerresheimer ๐ ๐ Another setback as FY25 guidance cut again ๐ญ Weak Q3 and soft demand in cosmetics & oral liquids โ Transformation program signals deeper operational challenges โ HOLD PT EUR XXXXX ๐ $GXI"
X Link @mwbresearch 2025-10-09T08:14Z XXX followers, XXX engagements
"#Rheinmetall Landmark EUR 9bn Skyranger XX order from Bundeswehr marks a major leap in Germanys air defence rebuild (Handelsblatt) ๐ก Cements Rheinmetalls role at the core of Europes rearmament; strong visibility ahead of CMD โ
BUY ๐ #Defence $RHM"
X Link @mwbresearch 2025-10-13T07:40Z XXX followers, XXX engagements
"#Gerresheimer ๐งด ๐ Q3 confirms downturn: revenue +12% yoy to EUR 560.7m but organic 1.2%; EBIT margin only XXX% โ Third guidance cut in XX months prolonged restructuring and rising leverage โ HOLD PT EUR XXXXX ๐ $GXI #Healthcare #Plastics #MedTech"
X Link @mwbresearch 2025-10-14T08:49Z XXX followers, XXX engagements
"#Suedzucker ๐พ ๐ Expects strong Q3 FY26 improvement signaling potential stabilization after weak quarters ๐ FY26 guidance reaffirmed (Revenue EUR 8.38.7bn EBITDA EUR 470570m) โ
HOLD ๐ $SZU.DE #Suedzucker #Sugar #FoodIndustry #Earnings"
X Link @mwbresearch 2025-10-15T07:39Z XXX followers, XX engagements
"#Multitude ๐ณ ๐ Solid execution expected in Q3 XX sustaining profitable growth momentum ๐ฆ Strong asset quality & scalable digital platform underpin outlook โ
BUY ๐ $FRU #Fintech #DigitalBanking #Growth"
X Link @mwbresearch 2025-10-15T09:38Z XXX followers, XX engagements
"#Drgerwerk ๐ฉบ ๐ Solid Q3 with XXX% yoy revenue growth to EUR 833m ๐ฅ Both Medical & Safety divisions contributed ๐ฌ FY25 guidance raised to XX% growth & 4.56.5% EBIT margin โ Strong visibility into Q4 โ
HOLD ๐ $DRW3 #MedTech #Safety #Healthcare"
X Link @mwbresearch 2025-10-16T07:37Z XXX followers, XX engagements
"#DaimlerTruck ๐ ๐ Q3 unit sales down XX% yoy to 98009 vehicles NA region hit by tariff & trade war uncertainty ๐ MAN & Buses show relative resilience; Europe stable ๐ฌ FY25 likely at lower end of guidance range ๐ Upgrade: โก HOLD ๐ $DTG.DE #Truck"
X Link @mwbresearch 2025-10-16T08:15Z XXX followers, XX engagements
"#MHPHotel ๐จ ๐ Q3 KPIs nearly matched last years exceptional levels despite no event boosts ๐ Premium-segment resilience supports solid outperformance vs. market ๐ฌ Strong Q4 outlook โ
BUY PT EUR XXXX ๐ $MHP.DE #Hotels #Hospitality #Premium"
X Link @mwbresearch 2025-10-16T09:10Z XXX followers, XX engagements
"#tonies ๐ฆ ๐ Q3 shaped by the Toniebox X launch across Europe & North America Early reviews highlight new interactive features improved sound & lifestyle upgrades ๐ Strong channel loading likely drove solid revenue growth โ
BUY PT EUR XXXXX ๐"
X Link @mwbresearch 2025-10-17T07:44Z XXX followers, XX engagements
"#Nemetschek ๐งฑ ๐ค Expanding AI capabilities with US acquisition of Firmus AI ๐ Q3 preview: sales EUR 299m EBITDA EUR 91m EPS EUR XXXX (+vs. cons.) ๐ Strengthening position in construction & architecture software โ
UPGRADE to BUY PT EUR XXXXXX ๐"
X Link @mwbresearch 2025-10-17T08:43Z XXX followers, XX engagements
"#Sartorius ๐ ๐ Q3 momentum improved with stabilising equipment demand ๐ฐ Margins widened; FY25 guidance narrowed โ FX & tariff risks EU pharma capex shift to US weigh on visibility โ SELL PT EUR XXX ๐ $SRT3 #Biotech #LifeSciences"
X Link @mwbresearch 2025-10-17T09:23Z XXX followers, XXX engagements
"๐จ Update: @KoenigBauerAG with strong prelim Q2 ๐ฅ ๐ Sales +7% YoY offsetting soft Q1 ๐ช Profitability improving significantly ๐ Evaluating sale of non-core assets โ
We reiterate: BUY ๐ #KoenigBauer $SKB #Earnings #ValueStocks #Germany #Industrials"
X Link @mwbresearch 2025-07-30T10:05Z XXX followers, 8416 engagements
"#Traton ๐ ๐ Q3 unit sales down XX% yoy to 71400 vehicles ๐ญ Divergent brand performance MAN +24% yoy โ Weak demand & proposed XX% US truck tariffs add uncertainty ๐ฌ Gradual recovery expected only over coming years โ SELL ๐ $8TRA.DE #Trucks"
X Link @mwbresearch 2025-10-16T07:48Z XXX followers, XX engagements
"#TININN ๐จ ๐ roundtable highlights unique blue ocean strategy in underserved German cities ๐ Vertically integrated modular hotel model driving strong profitability ๐ Guidance confirmed; expansion momentum remains high โ
PT to EUR XXXXX HOLD ๐"
X Link @mwbresearch 2025-10-17T08:44Z XXX followers, XX engagements
"๐ @TAKKT_AG Q2/H1 2025: Weak results as pre-announced ๐ฆ No short-term demand recovery expected โ Challenging macro persists โ
Still rated BUY long-term potential intact Full report: #TAKKT $TTK #Earnings #IndustrialSupplies #ValueStock #GermanStocks"
X Link @mwbresearch 2025-07-30T10:18Z XXX followers, 24.9K engagements
"@chapters_group ๐ Growth story intact ๐ถ 1st tranche of EUR 32m bearer bond placed = more flexibility for expansion ๐ฏ PT EUR XX confirmed โ
BUY ๐ $CHG #Software #Fintech #Cybersecurity"
X Link @mwbresearch 2025-08-18T08:38Z XXX followers, XXX engagements
"#CHAPTERSGroup reported prelim. pro-forma H1 2025 figures. ๐revenues of c. EUR 85m (+51% yoy) and adj. operating EBITDA of c. EUR 19m (+41% yoy). ๐ฏFY25 revenue guidance revised. โ
Rating: BUY. More $CHG"
X Link @mwbresearch 2025-09-10T09:11Z XXX followers, XXX engagements
"#CHAPTERSGroup ๐ผ ๐ Plans to increase outstanding volume of its senior unsecured bond (up to EUR 100m) ๐ Expanding funding flexibility for further M&A ๐ Well positioned for EPS-driven growth โ
BUY PT EUR XXXXX ๐ $CHG"
X Link @mwbresearch 2025-10-08T09:04Z XXX followers, XXX engagements
"#ErnstRuss โ ๐ฅ New management team (Dr. Eilers & J. Schuchmann) outlines clear roadmap for disciplined growth & portfolio diversification ๐ข Re-entry into newbuild market and balance sheet streamlining boost transparency & flexibility โ
BUY ๐ $HXCK"
X Link @mwbresearch 2025-10-13T08:37Z XXX followers, XX engagements
"#CHAPTERSGroup ๐ผ ๐ Strong H1 2025: revenue +42% yoy to EUR 70.9m solid cash flow despite accounting effects ๐ Portfolio expands to XX companies funding secured for continued M&A momentum โ
BUY PT EUR XXXXX ๐ $CHG #PrivateEquity #Growth"
X Link @mwbresearch 2025-10-13T10:28Z XXX followers, XXX engagements
"#MTUAeroEngines โ ๐ Q3 results due XX Oct 2025 ๐ Strong H1: revenue +21% yoy adj. EBIT +40% yoy ๐ Driven by robust Commercial MRO & OEM momentum โ Growth to normalize in Q3; solid long-term outlook intact โ
HOLD new PT EUR XXX ๐ $MTX.DE"
X Link @mwbresearch 2025-10-16T07:49Z XXX followers, XX engagements
"#Pyramid ๐ป โ FY25 guidance lowered on project delays & weaker China business ๐ค Secures EUR 100m AI-optimized server framework contract Positions as key German AI server & storage provider โ
BUY ๐ $PYR #AI #Servers #Tech"
X Link @mwbresearch 2025-10-17T10:12Z XXX followers, XXX engagements