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@AdrianKowollik "#NXP posts results as well as a Q3 guidance above consensus. Positive for #Aixtron $AIXA whose results are due on July 31"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-22 05:40:59 UTC 4635 followers, XXX engagements

"BTW: For 2027 EV/Sales equals 72x vs peer group median of 438x #CDProjekt $CDR"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-16 11:36:16 UTC 4636 followers, XXX engagements

"#Pepco $PCO Solid results especially when it comes to LFL growth and gross margin. Start of the share buyback announced #retail #stocks"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-10 05:51:54 UTC 4635 followers, XXX engagements

"#Aixtron $AIXI For the company's important clients #Infineon and #Wolfspeed analysts expect a strong growth in the medium term"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-14 05:47:46 UTC 4634 followers, XXX engagements

"Quick calculation: Impl. EV/EBITDA 2025E-27E of #PepcoGroup $PCO accounting for the EUR 200m buyback until 2027E (assumption: 50m in 2024/25 75m in each of 2025/26E & 2026/27E"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-19 10:32:03 UTC 4636 followers, 1504 engagements

"Main growth driver at #Aixtron in the long run: Gallium nitride (GaN) which can be used in power supply chips for #AI GPUs. #Infineon has announced that it would send GaN samples to clients by Q4/25 and ramp up production (- orders for $AIXA)"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-19 05:34:13 UTC 4635 followers, 1053 engagements

"#Aixtron $AIXI Global spending on semiconductor equipment is expected to rise by XXX% y-o-y to USD 185bn in 2025. Sales of the global semiconductor industry are expected to maintain a CAGR of XX% beyond 2025 potentially reaching a USD 1tr valuation by 2030"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-14 05:45:53 UTC 4635 followers, XXX engagements

"#CDProjejt $CDR EV/Sales 2025-26 293-321x vs peer group median 464-48x. More moregive me higher PT:-)"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-16 11:35:11 UTC 4636 followers, XXX engagements

"#Ubisoft @Alphavalue REDUCE with a PT of EUR XXXX. While the company's IP has intrinsic value and the close co-operation with the 2nd largest gaming company worldwide and the largest in Asia #Tencent is promising there are significant execution and corporate governance risks"
@AdrianKowollik Avatar @AdrianKowollik on X 2025-07-17 09:10:43 UTC 4635 followers, XXX engagements