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"Out with a new one 👇 earnings seasons in full swing SUSS MicroTec $SMHN Banijay Group $BNJ PVA TePla $TPE Basic-Fit $BFIT La Franaise de lnergie $FDE Symrise $SY1 Novartis $NOVN BB Biotech $BION Sika $SIKA Siltronic $WAF Hensoldt $HAG Porsche AG $P911 Palfinger $PAL SIG Group $SIGN Link in bio (no paywall)"
X Link @LuxOpesResearch 2025-10-28T10:02Z 1602 followers, 3882 engagements
"Tough profit warning from SUSS MicroTec $SMHN ⚠ Despite the memory supercycle boosting Samsung SK Hynix and $MU SUSS isnt feeling the tailwind. This looks less like a market issue and more like an execution problem. 👀"
X Link @fedex774 2025-10-28T08:39Z 1455 followers, XXX engagements
"Youre still early to the memory supercycle likely to run through 2027 🚀 SUSS MicroTec $SMHN trades at 17x NTM P/E while Micron $MU sits at 13x. The best part Those EPS estimates are probably too low. 😏"
X Link @fedex774 2025-10-27T14:30Z 1455 followers, XXX engagements
"I think both the market and even management are way too bearish on SUSS MicroTec $SMHN This company sells equipment to the semiconductor industry. In H1 revenues were up +38% yet the last quarterly report showed weak backlog and order intake"
X Link @fedex774 2025-10-27T09:32Z 1455 followers, XXX engagements