# ![@LuxOpesResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1870049713854074880.png) @LuxOpesResearch Lux Opes

Lux Opes posts on X about link, strong, $stm, $pum the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1870049713854074880/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1870049713854074880/c:line/m:interactions.svg)

- [--] Week [-----] -55%
- [--] Month [------] +40%
- [--] Months [-------] +173%
- [--] Year [-------] +218%

### Mentions: [--] [#](/creator/twitter::1870049713854074880/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1870049713854074880/c:line/m:posts_active.svg)

- [--] Week [--] -16%
- [--] Month [--] no change
- [--] Months [---] +134%
- [--] Year [---] +133%

### Followers: [-----] [#](/creator/twitter::1870049713854074880/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1870049713854074880/c:line/m:followers.svg)

- [--] Week [-----] +0.40%
- [--] Month [-----] +1.40%
- [--] Months [-----] +55%
- [--] Year [-----] +135%

### CreatorRank: [---------] [#](/creator/twitter::1870049713854074880/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1870049713854074880/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  43.64% [cryptocurrencies](/list/cryptocurrencies)  40% [automotive brands](/list/automotive-brands)  15.45% [finance](/list/finance)  14.55% [luxury brands](/list/luxury-brands)  13.64% [fashion brands](/list/fashion-brands)  11.82% [technology brands](/list/technology-brands)  7.27% [countries](/list/countries)  4.55% [currencies](/list/currencies)  3.64% [financial services](/list/financial-services)  #2686

**Social topic influence**
[link](/topic/link) 13.64%, [strong](/topic/strong) 9.09%, [$stm](/topic/$stm) #13, [$pum](/topic/$pum) 5.45%, [bio](/topic/bio) 5.45%, [$soi](/topic/$soi) 5.45%, [$ifx](/topic/$ifx) #1, [$dge](/topic/$dge) 5.45%, [$ftk](/topic/$ftk) 5.45%, [business](/topic/business) 5.45%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@evfcfaddict](/creator/undefined) [@atelicinvest](/creator/undefined) [@gezzogero](/creator/undefined) [@sebkrog](/creator/undefined) [@amsterdamstock](/creator/undefined) [@berkelkip](/creator/undefined) [@clarksquarecap](/creator/undefined) [@valuehunte](/creator/undefined) [@cj0pp3l](/creator/undefined) [@davidkatunaric](/creator/undefined) [@eighttrack180](/creator/undefined) [@financeschmidt](/creator/undefined) [@secrets4stocks](/creator/undefined) [@investinjapan](/creator/undefined) [@javet23](/creator/undefined) [@kreuzmann13](/creator/undefined) [@nicoperjes](/creator/undefined) [@sungcapital](/creator/undefined) [@penttijokinen](/creator/undefined)

**Top assets mentioned**
[STMicroelectronics N.V. (STM)](/topic/$stm) [SAP SE (SAP)](/topic/$sap) [Merit Circle (MC)](/topic/$mc) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Novartis AG (NVS)](/topic/novartis) [Ailey (ALE)](/topic/$ale) [ROGin AI (ROG)](/topic/$rog) [DTE Energy Co (DTE)](/topic/$dte) [Coca-Cola FEMSA, S.A.B DE C.V (KOF)](/topic/$kof) [Exactly Protocol (EXA)](/topic/$exa) [Brunswick Corporation (BC)](/topic/$bc) [GAMA Coin (GAMA)](/topic/$gama) [Nokia Corporation (NOK)](/topic/$nok) [Nextracker Inc. (NXT)](/topic/$nxt) [Nano (XNO)](/topic/$nano) [Null Data App (NDA)](/topic/$nda)
### Top Social Posts
Top posts by engagements in the last [--] hours

"And we're out with a new one. Grab a coffee and enjoy thyssenkrupp $TKA NEXT plc $NXT Assystem $ASY Arcure $ARCUR Aubay $AUB Sidetrade $ALBFR Allegro $ALE Peugeot Invest $PEUG Transgene $TNG Bollor $BOL LNA Sant $LNA Nanobiotix $NANO Solutions [--] $S30 https://twitter.com/i/web/status/1968612340871368767 https://twitter.com/i/web/status/1968612340871368767"  
[X Link](https://x.com/LuxOpesResearch/status/1968612340871368767)  2025-09-18T09:45Z [----] 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](https://x.com/anyuser/status/1883812232586485975)  2025-01-27T09:40Z [----] 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](https://x.com/anyuser/status/1885252179222532234)  2025-01-31T09:02Z [----] followers, [----] engagements


"We covered [--] companies this week 😱🤗 Monday DeepSeek Ryanair $RYA GenSight Biologics $SIGHT European Cloud $IONOS $OVH Stabilus $STM BASF $BASF Ericsson $ERIC Burberry $BRBY GL Events $GLO Wednesday LVMH $MC ASML $ASML Wacker Chemie $WCH SAP $SAP ID Logistics $IDL Sartorius $SRT Renk $R3NK Siemens Energy $ENR Lonza $LONN Friday Volvo $VOLV Manitou $MTU Solutions [--] $S30 Symrise $SY1 WDP $WDP Roche $ROG Puma $PUM DSM-Firmenich $DSFIR Swatch $UHR STMicroelectronics $STM Rmy Cointreau $RCO https://twitter.com/i/web/status/1885670645666631972 https://twitter.com/i/web/status/1885670645666631972"  
[X Link](https://x.com/LuxOpesResearch/status/1885670645666631972)  2025-02-01T12:44Z [----] followers, 23.6K 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](https://x.com/anyuser/status/1887794446936244350)  2025-02-07T09:24Z [----] 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](https://x.com/anyuser/status/1892160049419599881)  2025-02-19T10:31Z [----] followers, 10K engagements


"We recently covered another set of interesting action 👇 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 (link in bio)"  
[X Link](https://x.com/anyuser/status/1892521714946375936)  2025-02-20T10:28Z [----] followers, 17K engagements


"Grab a good cup of ☕ and enjoy our new publication 👇 We discuss: TUI AG $TUI1 Savencia $SAVE Guerbet $GBT Answear $ANR HDF Energy $HDF Salzgitter $SZG Altamir $LTA Figeac Aero $FGA Aena $AENA Strer SE $SAX ASM International $ASM Genfit $GNFT OSE Immunotherapeutics $OSE Porsche $P911 https://twitter.com/i/web/status/1970409548016955558 https://twitter.com/i/web/status/1970409548016955558"  
[X Link](https://x.com/LuxOpesResearch/status/1970409548016955558)  2025-09-23T08:46Z [----] followers, 13.3K engagements


"companies are on 🔥 We're out with another publication discussing the latest on: Brenntag $BNR Munich Re $MUV2 Patrizia $PAT LISI $FII Strer $SAX Knaus Tabbert $KTA SAF-Holland $SFQ Swiss Life $SLHN Infineon Technologies $IFX Bayer $BAYN Jungheinrich $JUN3 FACC $FACC https://twitter.com/i/web/status/1988541749032046896 https://twitter.com/i/web/status/1988541749032046896"  
[X Link](https://x.com/LuxOpesResearch/status/1988541749032046896)  2025-11-12T09:37Z [----] followers, [----] engagements


"Brenntag $BNR once again delivered a familiar mix of soft sales and strong cost control a pattern thats becoming this cycles signature. Operating EBITA came in at [---] million slightly ahead of expectations supported by disciplined expense management and a milder decline in Essentials than feared. Gross profit slipped 3% year-on-year as sluggish industrial demand and trade frictions persisted particularly in the Americas. Across divisions the contrast was clear: Specialties saw earnings drop 14% amid destocking and competition while Essentials limited its fall to 8% helped by efficiency gains"  
[X Link](https://x.com/LuxOpesResearch/status/1988551091693437053)  2025-11-12T10:15Z [----] followers, [----] engagements


"Out with a new publication 👇 Lots of profit warnings these days. Mobilezone $MOZN Aryzta $ARYN BMW $BMW Ypsomed Holding $YPSN Gerresheimer $GXI CTAC $CTAC Repsol $REP SEB $SK Voyageurs du Monde $ALVDM Aston Martin Lagonda $AML Agrana $AGR Enjoy https://twitter.com/i/web/status/1976196327269601497 https://twitter.com/i/web/status/1976196327269601497"  
[X Link](https://x.com/LuxOpesResearch/status/1976196327269601497)  2025-10-09T08:01Z [----] followers, 12.9K engagements


"For some (lucky ones) its Thanksgiving for us its the hard grind. Here's the latest on these companies 👇 Rmy Cointreau $RCO Cirsa Enterprises $CIRSA UBM Development $UBS Safestore $SAFE Hugo Boss $BOSS CA Immo $CAI Ferrari Group $FERGR Trigano $TRI K+S $SDF Infineon Technologies $IFX Wallix $ALLIX HBX Group $HBX https://twitter.com/i/web/status/1993978425359344017 https://twitter.com/i/web/status/1993978425359344017"  
[X Link](https://x.com/LuxOpesResearch/status/1993978425359344017)  2025-11-27T09:41Z [----] followers, [----] engagements


"There we go again Enjoy 👇 SAP $SAP ASML $ASML H&M $HM-B HighCo $HCO Lonza $LONN Logitech $LOGN Forsee Power $FORSE Givaudan $GIVN LVMH $MC Leonardo $LDO Wacker Chemie $WCH Compagnie des Alpes $CDA KPN $KPN ABB $ABBN STMicroelectronics $STMPA https://twitter.com/i/web/status/2016809794808557881 https://twitter.com/i/web/status/2016809794808557881"  
[X Link](https://x.com/LuxOpesResearch/status/2016809794808557881)  2026-01-29T09:45Z [----] followers, [----] engagements


"There we go. New one out 👇 Today we discuss (ao quite a bit of French companies): Figeac Aro $FGA Hoffmann Green $ALHGR bioMrieux $BIM Care Property Invest $CPINV Swiss Life $SLHN Voltalia $VLTSA Zumtobel $ZAG CVC Capital Partners $CVC Dormakaba $DOKA https://twitter.com/i/web/status/1963528524003704850 https://twitter.com/i/web/status/1963528524003704850"  
[X Link](https://x.com/LuxOpesResearch/status/1963528524003704850)  2025-09-04T09:04Z [----] followers, [----] engagements


"What does the Starlink deal mean for T-Mobile $TMUS and Deutsche Telekom $DTE 🧵 Starlink just upped the ante in satellite-to-phone"  
[X Link](https://x.com/LuxOpesResearch/status/1965424290745962623)  2025-09-09T14:37Z [----] followers, [----] engagements


"New one out Today we discuss: Ferrari Group $FERGR Carbios $ALCRB Vogo $ALVGO Trigano $TRI H&M $HM-B Lanxess $LXS Guerbet $GBT Synergie $SDG Crit $CEN Arverne Group $ARVEN TotalEnergies $TTE MFE $MFEA Grenergy Renovables $GRE IDI $IDIP Infotel $INF https://twitter.com/i/web/status/1971137618864673029 https://twitter.com/i/web/status/1971137618864673029"  
[X Link](https://x.com/LuxOpesResearch/status/1971137618864673029)  2025-09-25T09:00Z [----] followers, [----] engagements


"New one out discussing 👇👇 thyssenkrupp $TKA Shell Plc $SHEL Kaufman & Broad $KOF BASF $BAS Rieter Holding $RIEN Unilever PLC $ULVR Acciona $ANA LDC $LOUP Diageo $DGE Pernod Ricard $RI Remy Cointreau $RCO Valneva $VLA Redcare Pharmacy $RDC OMV $OMV As much requested we've added a table with financial KPIs to the publication. https://twitter.com/i/web/status/1975508242525503909 https://twitter.com/i/web/status/1975508242525503909"  
[X Link](https://x.com/LuxOpesResearch/status/1975508242525503909)  2025-10-07T10:27Z [----] followers, [----] engagements


"We just published on a new set of companies 👇 Check it out (link in bio) Stellantis $STLAM Publicis Groupe $PUB SSS MicroTec $SMHN Givaudan $GIVN Foncire INEA $INEA Bossard $BOSN FlatexDEGIRO $FTK Palfinger $PAL ASML $ASML Ericsson $ERICB BASF $BAS Sidetrade $ALBFR Tecan Group $TECN https://twitter.com/i/web/status/1978012628875174146 https://twitter.com/i/web/status/1978012628875174146"  
[X Link](https://x.com/LuxOpesResearch/status/1978012628875174146)  2025-10-14T08:18Z [----] followers, [----] engagements


"Out with a new publication💪 Today we discuss: Aixtron $AIXA Basic-Fit $BFIT Assa Abloy $ASSAB EssilorLuxottica $EL Vienna Insurance Group $VIG Volvo $VOLV Diagnostic Medical Systems $ALDMS Atos $ATO Forvia $FRVIA Edenred $EDEN Aryzta $ARYN Accelleron $ACLN Getlink $GET VAT Group $VACN OVHcloud $OVH (link in bio) https://twitter.com/i/web/status/1980566852473434295 https://twitter.com/i/web/status/1980566852473434295"  
[X Link](https://x.com/LuxOpesResearch/status/1980566852473434295)  2025-10-21T09:28Z [----] followers, [----] engagements


"Out with a new publication 👇 Result season is really ramping up Dassault Systmes $DSY Azelis $AZE STMicroelectronics $STMPA Rieter Holding $RIEN MTU Aero Engines $MTX TeamViewer $TMV Exail Technologies $EXA Steyr Motors $4X0 Adidas $ADS SAP $SAP Roche Holding $ROG Heineken $HEIA Crit $CEN FlatexDEGIRO $FTK LOral $OR Fnac Darty $FNAC Kering $KER Laboratorios Rovi $ROVI Icade $ICAD https://twitter.com/i/web/status/1981286806877253676 https://twitter.com/i/web/status/1981286806877253676"  
[X Link](https://x.com/LuxOpesResearch/status/1981286806877253676)  2025-10-23T09:09Z [----] followers, [----] engagements


"Azelis $AZE is still waiting for the cycle to turn. Azelis latest set of results once again highlighted just how difficult it remains to find traction in todays chemical distribution market. Although the groups revenue came in broadly in line with market expectations organic growth stayed firmly negative and profitability continued to slide reflecting the same mix of soft end-market demand FX headwinds and a stubbornly heavy cost base. The top line showed some support from acquisitions a familiar buffer in a year when most industrial markets in Europe have failed to stabilize but the organic"  
[X Link](https://x.com/LuxOpesResearch/status/1981361216414191962)  2025-10-23T14:05Z [----] followers, [----] engagements


"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) https://twitter.com/i/web/status/1983112002026274996 https://twitter.com/i/web/status/1983112002026274996"  
[X Link](https://x.com/LuxOpesResearch/status/1983112002026274996)  2025-10-28T10:02Z [----] followers, [----] engagements


"Just published a new one 💪 Check out what's going on at these interesting companies 👇👇 Universal Music Group $UMG Puig $PUIG X-FAB $XFAB 2CRSi $AL2SI DSM-Firmenich $DSFIR Imerys $NK Aixtron SE $AIXA Pluxee $PLX Argenx $ARGX Prosegur Cash $CASH Scout24 $G24 Saint-Gobain $SGO Stellantis $STLAM TF1 $TFI WPP $WPP https://twitter.com/i/web/status/1984193402288631835 https://twitter.com/i/web/status/1984193402288631835"  
[X Link](https://x.com/LuxOpesResearch/status/1984193402288631835)  2025-10-31T09:39Z [----] followers, [----] engagements


"Just published a new one 💪 Check it out 👇 Fresenius Medical Care $FME Allfunds $ALLFG Vicat $VCT GTT $GTT Prosegur $PSG SCOR $SCR Adtran $ADTN Nemetschek $NEM AT&S $ATS Geberit $GEBN Evonik $EVK Coloplast $COLOB BioNTech $BNTX Atrys Health $ATRY https://twitter.com/i/web/status/1985640160264962490 https://twitter.com/i/web/status/1985640160264962490"  
[X Link](https://x.com/LuxOpesResearch/status/1985640160264962490)  2025-11-04T09:28Z [----] followers, [----] engagements


"It's full-on earnings season so we stepped it up. Out with a new one already 💪 Discussing: Ferrari $RACE Novo Nordisk $NOVOB Wolters Kluwer $WKL Trigano $TRI Siemens Healthineers $SHL Fresenius SE $FRE Nexi $NEXI Nemetschek $NEM Digi Communications $DIGI Gestamp Automocin $GEST Vonovia $VNA Grifols $GRF https://twitter.com/i/web/status/1985998082031432188 https://twitter.com/i/web/status/1985998082031432188"  
[X Link](https://x.com/LuxOpesResearch/status/1985998082031432188)  2025-11-05T09:10Z [----] followers, [----] engagements


"We just published on a new set of companies 👇 Adyen $ADYEN Infineon Technologies $IFX Diageo $DGE Sunrise $SUNN Salzgitter AG $SZG Tecnicas Reunidas $TRE AUTO1 Group $AG1 TKH Group NV $TWEKA INWIT $INW United Internet Group $UTDI K+S AG $SDF Hensoldt AG $HAG Stabilus SE $STM Check it out at the usual place https://twitter.com/i/web/status/1988181334833926383 https://twitter.com/i/web/status/1988181334833926383"  
[X Link](https://x.com/LuxOpesResearch/status/1988181334833926383)  2025-11-11T09:45Z [----] followers, 17.5K engagements


"$ADYEN one of Europes most closely watched growth stories is holding a Capital Markets Day today. The Amsterdam-based payments platform sees net revenue growth of around 20% annually beyond [----] a touch slower than what the market had come to expect but paired with a higher margin ambition targeting EBITDA above 55% by [----]. The update effectively signals that Adyen is prioritizing efficiency and scalability over aggressive top-line expansion. The market may interpret the 20% figure as a ceiling rather than a floor setting the stage for some underperformance in the near term even as the"  
[X Link](https://x.com/LuxOpesResearch/status/1988242720926626025)  2025-11-11T13:49Z [----] followers, 21.8K engagements


"United Internets $UTDI remains a mix of execution and and turbulence across its ecosystem of 1&1 IONOS and the broader group. Q3 consolidated revenue grew a modest 2% dragged down by a collapse in IONOSs AdTech business but offset by 5% EBITDA growth underscoring the strength of its subscription-heavy model. Management reaffirmed full-year guidance showing confidence in profitability despite short-term disruption. The main story was IONOS which went from record momentum in Q2 to a 10% revenue drop in Q3 after Google algorithm changes caused AdTech revenues to plunge 66%. Selling this volatile"  
[X Link](https://x.com/LuxOpesResearch/status/1988977904991043934)  2025-11-13T14:31Z [----] followers, [---] engagements


"Just published another set of company reviews 👇 Drr $DUE Tonies $TNIE UNIQA Insurance Group $UQA TotalEnergies $TTE Richemont $CFR WPP $WPP Nagarro $NA9 ams-OSRAM $AMS Borussia Dortmund $BVB Big Yellow Group $BYG Bechtle $BC8 Symrise $SY1 Flughafen Wien $FLU Enjoy https://twitter.com/i/web/status/1990710318763315239 https://twitter.com/i/web/status/1990710318763315239"  
[X Link](https://x.com/LuxOpesResearch/status/1990710318763315239)  2025-11-18T09:15Z [----] followers, [----] engagements


"Symrises $SY1 latest update doubled down on its long-term growth vision but also made clear why investors arent exactly rushing back in. Management still sees 57% annual growth backed by premium fragrance investments and small M&A but near-term visibility is murky and competition is heating up. The real headache remains Aroma Molecules where cheap Chinese supply and falling menthol/terpene prices have crushed profitability. Symrise wants to carve out the terpene unit with a majority partner while keeping menthol in-house which is sensible but highlights how tough the commodity side has"  
[X Link](https://x.com/LuxOpesResearch/status/1991156509246447934)  2025-11-19T14:48Z [----] followers, [---] engagements


"Let's take a look at what's happening over at a few interesting companies 👇 easyJet $EZJ Prosus $PRX Aixtron $AIXA Straumann $STMN Soitec $SOI Ubisoft $UBI Bigben Interactive $BIG Pfisterer $PFSE ElringKlinger $ZIL2 Intertek $ITRK Adyen $ADYEN Eurocash $EUR https://twitter.com/i/web/status/1993253113038250257 https://twitter.com/i/web/status/1993253113038250257"  
[X Link](https://x.com/LuxOpesResearch/status/1993253113038250257)  2025-11-25T09:39Z [----] followers, [----] engagements


"$ADYEN s CMD signaled that the strong growth era isnt over its just maturing into something steadier and more predictable. Management guided to low-to-mid-20s net revenue growth next year and 20% thereafter. The move to annual guidance signals more discipline and the +15% to +28% framework shows how they want investors thinking: steady share gains product expansion and the natural ramp of existing cohorts. Another interesting message was volume. Adyen sees TPV growing four- to sixfold over the next decade even without China. With just 5% global share today it still has a long runway to move"  
[X Link](https://x.com/LuxOpesResearch/status/1993265634939977961)  2025-11-25T10:28Z [----] followers, [----] engagements


"And we're out with a new one discussing events at another set of interesting companies: Compagnie des Alpes $CDA SMCP $SMCP Sika $SIKA Xilam Animation $ALXIL Casino $CO Autoneum $AUTN Vivendi $VIV LVMH $MC Transport Trade Services $TTS Airbus $AIR Bilfinger $GBF Eurocash $EUR https://twitter.com/i/web/status/1995790795446558886 https://twitter.com/i/web/status/1995790795446558886"  
[X Link](https://x.com/LuxOpesResearch/status/1995790795446558886)  2025-12-02T09:43Z [----] followers, [----] engagements


"Another few publications before taking a holiday break. Today we discuss the latest on: TUI $TUI PulluP Entertainment $ALPUL Polytec $PYT Figeac Aro $FGA Medincell $MEDCL Carl Zeiss Meditec $AFX Brunello Cucinelli $BCU Deutsche Brse $DB1 Exosens $EXENS Puma $PUM Enjoy https://twitter.com/i/web/status/1999049266627596528 https://twitter.com/i/web/status/1999049266627596528"  
[X Link](https://x.com/LuxOpesResearch/status/1999049266627596528)  2025-12-11T09:31Z [----] followers, [----] engagements


"We're out with a new publication discussing the latest on: AdVini $ALAVI Carl Zeiss Meditec $AFX Emeis $EMEIS Nanobiotix $NANO Sopra Steria Group $SOP Sanofi $SAN Wendel $MF Fraport $FRA Vidrala $VID Sava Re $POSR Schneider Electric $SU Enjoy"  
[X Link](https://x.com/LuxOpesResearch/status/2000861960674447633)  2025-12-16T09:34Z [----] followers, [----] engagements


"And we're back Today we discuss 👇 Alcon AG $ALC thyssenkrupp $TKA InPost $INPST Trigano $TRI Pluxee $PLX Redcare Pharmacy $RDC Hoffmann Green $ALHGR Argan $ARG Saint-Gobain $SGO Aperam $APAM Sch Environnement $SCHP NEXT $NXT Just this publication this week (probably) given little news but back to our regular schedule as of next week https://twitter.com/i/web/status/2008833488951071167 https://twitter.com/i/web/status/2008833488951071167"  
[X Link](https://x.com/LuxOpesResearch/status/2008833488951071167)  2026-01-07T09:30Z [----] followers, [----] engagements


"New one out We discuss: TeamViewer $TMV Brunello Cucinelli $BC Unite Group $UTG BioNTech $BNTX ABB $ABBN Argenx $ARGX TFF Group $TFF Soitec $SOI Sodexo $SW Belimo $BEAN Tecan Group $TECN Anheuser-Busch InBev $ABI OVHcloud $OVH"  
[X Link](https://x.com/LuxOpesResearch/status/2011009323976331271)  2026-01-13T09:36Z [----] followers, [----] engagements


"New publication Lots of interesting stuff going on 🔥🔥 Check it out (as always for free) 👇 Porsche $P911 Diageo $DGE Abivax $ABVX Ipsos $IPS Rosenbauer $ROS Geberit $GEBN Ekinops $EKI Tubacex $TUB Partners Group $PGHN Rheinmetall $RHM Cicor Technologies $CICN Mercedes-Benz $MBG VAT Group $VACN https://twitter.com/i/web/status/2011738126394540151 https://twitter.com/i/web/status/2011738126394540151"  
[X Link](https://x.com/LuxOpesResearch/status/2011738126394540151)  2026-01-15T09:52Z [----] followers, [----] engagements


"There we go. Last one of the week We discuss: InPost $INPST Sidetrade $ALBFR Continental $CON Volkswagen $VOW3 Burberry $BRBY Komax $KOMN Puma $PUM Aryzta $ARYN Ubisoft $UBI Deutsche Brse $DB1 Virbac $VIRP Check it out (no paywall)"  
[X Link](https://x.com/LuxOpesResearch/status/2014270814561128484)  2026-01-22T09:36Z [----] followers, [----] engagements


"Happy Tuesday. Enjoy SAP $SAP Sandvik $SAND Sword Group $SWP Sage Group $SGE SRP Groupe $SRP Ipsos $IPS Azelis $AZE Ericsson $ERICB Stabilus $STM Fnac Darty $FNAC Puma $PUM Ryanair $RYA ID Logistics $IDL MBB $MBB SFS $SFSN"  
[X Link](https://x.com/LuxOpesResearch/status/2016083760639574415)  2026-01-27T09:40Z [----] followers, [----] engagements


"There we go again. Next one out 👇 Today we discuss: Givaudan $GIVN Accelleron $ACLN Branicks $BRNK Van Lanschot Kempen $VLK Fielmann $FIE Delivery Hero $DHER CA Immobilien $CAI Ageas $AGS Eurocash $EUR SIF $SIFG UBM Development $UBS At the usual place (no paywall) https://twitter.com/i/web/status/1961374148023763171 https://twitter.com/i/web/status/1961374148023763171"  
[X Link](https://x.com/LuxOpesResearch/status/1961374148023763171)  2025-08-29T10:23Z [----] followers, [----] engagements


"We're back with a new publication Today we discuss: Deutsche Telekom $DTE Phoenix Group $PHNX Michelin $ML Interparfums $ITP AmRest $EAT STEF $STF Gamma Communications $GAMA NN Group $NN Bastide $BLC Link in bio"  
[X Link](https://x.com/LuxOpesResearch/status/1965338135497204041)  2025-09-09T08:55Z [----] followers, [----] engagements


"Out with another set of reviews. Check it out eDreams $EDR Answear $ANR Rheinmetall $RHM Soitec $SOI Kapsch TrafficCom $KTCG Allegro $ALE PORR $POS Flughafen Wien $FLU Nokia $NOKIA Pfisterer Holding $PFSE CFE $CFEB UNIQA $UQA Glanbia $GLB Find it at https://www.luxopes.com/ https://twitter.com/i/web/status/1991438037662704127 https://www.luxopes.com/ https://twitter.com/i/web/status/1991438037662704127"  
[X Link](https://x.com/LuxOpesResearch/status/1991438037662704127)  2025-11-20T09:26Z [----] followers, [----] engagements


"Out with a new one It's getting more quiet as we near the end of the year: Stabilus $STM Steyr Motors $4X0 thyssenkrupp $TKA thyssenkrupp Marine Systems $TKMS Wolters Kluwer $WKL LOral $OR Swiss Re $SREN Derichebourg $DBG Rio Tinto $RIO"  
[X Link](https://x.com/LuxOpesResearch/status/1998324993890091281)  2025-12-09T09:33Z [----] followers, [----] engagements


"Today 👇. Enjoy AkzoNobel $AKZA Adidas $ADS Swatch Group $UHR Scatec $SCATC SAP $SAP 2CRSI $AL2SI Julius Baer $BAER ATOSS Software $AOF Ermenegildo Zegna $ZGN Norma Group $NOEJ Rmy Cointreau $RCO"  
[X Link](https://x.com/LuxOpesResearch/status/2018634026068959326)  2026-02-03T10:33Z [----] followers, [----] engagements


"Happy Thursday Today we discuss: Novo Nordisk $NOVOB Tonies $TNIE ARM Holdings $ARM Swiss Prime Site $SPSN The Magnum Ice Cream Company $MICC ArcelorMittal $MT SCOR $SCR OMV $OMV Siemens Healthineers $SHL Infineon Technologies $IFX Carlsberg $CARLB Novartis $NOVN Melexis $MELE Euro chemicals Enjoy https://twitter.com/i/web/status/2019351040101953777 https://twitter.com/i/web/status/2019351040101953777"  
[X Link](https://x.com/LuxOpesResearch/status/2019351040101953777)  2026-02-05T10:03Z [----] followers, [----] engagements


"Out with a new publication Today we discuss the latest on: InPost $INPST Barco NV $BAR dsm-firmenich $DSFIR X-FAB $XFAB TeamViewer $TMV RENK $R3NK GN Store Nord $GN Coloplast $COLOB Novem $NVM VINCI $DG rsted $ORSTED Bnteau $BEN TUI $TUI1 As always no paywall. Enjoy https://twitter.com/i/web/status/2021158197394837506 https://twitter.com/i/web/status/2021158197394837506"  
[X Link](https://x.com/LuxOpesResearch/status/2021158197394837506)  2026-02-10T09:44Z [----] 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](https://x.com/LuxOpesResearch/status/1968287822877425873)  2025-09-17T12:16Z [----] followers, [---] engagements


"Allegros $ALE continues to find ways to pull profitability levers while sustaining growth"  
[X Link](https://x.com/LuxOpesResearch/status/1968988875788882248)  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](https://x.com/LuxOpesResearch/status/1969047831978680582)  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](https://x.com/LuxOpesResearch/status/1970571188079611991)  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](https://x.com/LuxOpesResearch/status/1971206805708476436)  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](https://x.com/LuxOpesResearch/status/1972944929857945607)  2025-09-30T08:41Z [----] followers, [----] engagements


"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](https://x.com/LuxOpesResearch/status/1973302509734150244)  2025-10-01T08:22Z [----] 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](https://x.com/LuxOpesResearch/status/1973672578150515083)  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](https://x.com/LuxOpesResearch/status/1974080715907039535)  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](https://x.com/LuxOpesResearch/status/1976261384179491025)  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](https://x.com/LuxOpesResearch/status/1976283004176658626)  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](https://x.com/LuxOpesResearch/status/1976580293910753768)  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](https://x.com/LuxOpesResearch/status/1976619723283366302)  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](https://x.com/LuxOpesResearch/status/1978089949376262276)  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](https://x.com/LuxOpesResearch/status/1978711767959163069)  2025-10-16T06:37Z [----] followers, [----] engagements


"There we go. New one out👇👇 earnings season is ramping up ASML $ASML Ekinops $EKI Faes Farma $FAE FlatexDEGIRO $FTK Telekom Austria $TKA Havas $HAVAS LVMH $MC ABB $ABBN HighCo $HCO Barco $BAR Sartorius Stedim Biotech $DIM GL Events $GLO VAT Group $VACN Sidetrade $ALBFR https://twitter.com/i/web/status/1978740949565178139 https://twitter.com/i/web/status/1978740949565178139"  
[X Link](https://x.com/LuxOpesResearch/status/1978740949565178139)  2025-10-16T08:33Z [----] followers, [----] engagements


"Ekinops $EKI fell flat on its face recently with shares down 40%. An example of how hard it is for smaller telecom equipment players to balance growth ambitions with customer concentration. The companys latest quarterly update laid that out plainly. Revenue fell sharply as one of its largest clients drastically reduced orders. The decline in access products was especially severe while optical transport (a steadier part of the portfolio) managed to soften the blow with modest growth in Europe and emerging markets. Only the smaller but fast-growing software and services division managed to hold"  
[X Link](https://x.com/LuxOpesResearch/status/1979134152059351200)  2025-10-17T10:35Z [----] 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](https://x.com/LuxOpesResearch/status/1979164743609823697)  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](https://x.com/LuxOpesResearch/status/1987884236439793894)  2025-11-10T14:05Z [----] followers, [---] engagements


"In a now-familiar move Diageo $DGE once again trimmed its organic growth outlook. Sales are now expected to be flat to slightly down with operating profit growth in the low single digits formalizing what the market already sensed: soft consumer demand and a slower rebound in premium spirits. Still Diageos scale brands and pricing power remain intact giving new CEO Dave Lewis a solid foundation to steer through the downturn. Weakness is mainly regional. In the U.S. spirits demand is stagnating Tequila has cooled and Casamigos faced price cuts though Guinness remains a bright spot. China drags"  
[X Link](https://x.com/LuxOpesResearch/status/1988258412640235701)  2025-11-11T14:52Z [----] 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](https://x.com/LuxOpesResearch/status/1988268731164741941)  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](https://x.com/LuxOpesResearch/status/1988608218159792196)  2025-11-12T14:02Z [----] followers, [---] engagements


"Strers $SAX in a nutshell: cyclical weakness in ad spending continues to bite but the groups shift toward higher-margin digital assets remains quietly supportive beneath the surface. Q3 EBITDA came in just below expectations at [---] million held back by a softer German ad market and cautious corporate spending. The out-of-home (OOH) division which still anchors the business was flat year-on-year despite an easier base and small M&A contributions while digital screens (DOOH) slipped 0.6% as advertisers pulled back. The digital and dialog segment fell 3% driven by weakness in third-party ad"  
[X Link](https://x.com/LuxOpesResearch/status/1988620800858206682)  2025-11-12T14:52Z [----] 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](https://x.com/LuxOpesResearch/status/1988950976993366288)  2025-11-13T12:44Z [----] followers, [---] engagements


"https://invite.duolingo.com/BDHTZTB5CWWKSJOLLFPYHUCS2I https://invite.duolingo.com/BDHTZTB5CWWKSJOLLFPYHUCS2I"  
[X Link](https://x.com/LuxOpesResearch/status/1988982767389213129)  2025-11-13T14:50Z [----] followers, [---] engagements


"Last week tonies $TNIE posted another solid quarter showing its kids audio boxes and figurines are still a hit well beyond Germany. Q3 saw strong dd growth everywhere with North America up nearly 50% and other international markets up more than 80% helped by the Toniebox [--] launch and retailers stocking up ahead of the holidays. Management didnt lift guidance pointing out that some of the strength was timing-related but the setup for Q4 (which usually makes up about half of yearly sales) looks strong. Behind the scenes the business is getting more efficient. Margins are holding up marketing is"  
[X Link](https://x.com/LuxOpesResearch/status/1991127317360365791)  2025-11-19T12:52Z [----] 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](https://x.com/LuxOpesResearch/status/1993330837635342420)  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](https://x.com/anyuser/status/1996511577256931831)  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](https://x.com/LuxOpesResearch/status/1998389369619525657)  2025-12-09T13:48Z [----] 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](https://x.com/LuxOpesResearch/status/1887128291469066618)  2025-02-05T13:17Z [----] followers, [---] 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](https://x.com/LuxOpesResearch/status/1892205496536650154)  2025-02-19T13:32Z [----] followers, [---] engagements


"Delivery Heros $DHER Q2 showed the strength of its platform with revenues and earnings comfortably ahead of expectations but the company tempered that with a cut to full-year guidance due to currency effects"  
[X Link](https://x.com/LuxOpesResearch/status/1961822314514837674)  2025-08-30T16:04Z [----] followers, [----] engagements


"Out with a new publication today discussing: InPost $INPST Lanvin Group $ANV Transport Trade Services $TTS ING Group $INGA Dormakaba $DOKA eDreams ODIGEO $EDR SMA Solar Technology $S92 Link in bio"  
[X Link](https://x.com/LuxOpesResearch/status/1962837155912241161)  2025-09-02T11:17Z [----] followers, [----] engagements


"Exail Technologies' $EXA strong order intake is setting it up for a margin comeback. Winner keeping on winning. Exail had a solid first half of the year with sales jumping 35%. EBITDA rose 45% boosting margins to 20% though the Advanced Technologies division dragged on the mix due to a temporary relocation of its photonics activities. Navigation and Maritime Roboticsnow making up over 75% of salescontinued to shine delivering margins above 20% and building momentum on the commercial front. Re FY guidance management maintained confidence in stronger margins in the second half. That optimism is"  
[X Link](https://x.com/LuxOpesResearch/status/1968300154596778386)  2025-09-17T13:05Z [----] followers, [----] engagements


"Lufthansa + premium push + cost cust Maybe. At its latest capital markets day Lufthansa $LHA mapped out a new plan for the period running into [----] focused squarely on profitability productivity and premium positioning. Management aims to lift margins through fleet renewal and rollout of new premium products such as the Allegris cabin concept while simultaneously driving efficiencies through digitization and automation. A major workforce reshaping is underway with plans to cut around [----] mainly administrative jobs in Germany by [----] backed by consolidation of processes and tech-driven"  
[X Link](https://x.com/LuxOpesResearch/status/1973319224765587682)  2025-10-01T09:29Z [----] followers, [----] engagements


"Basic-Fit $BFIT continues to execute its simple but powerful playbook: add clubs at a disciplined pace drive steady membership per location and let operating leverage do the heavy lifting. The group ended the period with over [---] million members a strong step-up compared to earlier in the year and confirmed that growth was broad-based across geographies. Re clubs what matters more than the count itself is the maturing club base which now demonstrates meaningful density with close to [----] memberships per mature location proof that the model continues to scale even in markets that some doubted"  
[X Link](https://x.com/LuxOpesResearch/status/1980580870663651460)  2025-10-21T10:24Z [----] followers, [----] engagements


"Dassault Systmes $DSY took one on the chin today. The recent release highlighted both the strength and the growing pains of its evolving business model. Reported growth fell short of market expectations largely due to weaker license sales and ongoing softness in Medidatas life sciences business. Centric PLM once a reliable growth engine also stumbled as it transitions to SaaS adding to investor anxiety around the predictability of recurring revenue growth. On the brighter side recurring software revenue continued to accelerate growing 9% at constant currency and outpacing guidance a sign that"  
[X Link](https://x.com/LuxOpesResearch/status/1981339069868368103)  2025-10-23T12:37Z [----] followers, [----] engagements


"Today we discuss the latest on: Hugo Boss $BOSS Basic-Fit $BFIT Inditex $ITX Eramet $ERA Aurubis $NDA Wavestone $WAVE Pierre & Vacances $VAC STMicroelectronics $STMPA Zumtobel $ZAG Quadient $QDT Airbus Group $AIR Bilfinger $GBF Enjoy"  
[X Link](https://x.com/LuxOpesResearch/status/1996511311371604123)  2025-12-04T09:26Z [----] followers, [----] engagements


"And the link https://www.luxopes.com/p/ai-mining-and-skin-creme https://www.luxopes.com/p/ai-mining-and-skin-creme"  
[X Link](https://x.com/LuxOpesResearch/status/1998705893324607620)  2025-12-10T10:46Z [----] followers, [---] engagements


"The last publication of the year 🎄 It's quickly getting quiet with many companies basically already shutting down. Many thanks to all of you for reading We'll be back with our regular publications on Jan [--] Prosegur $PSG Virbac $VIRP STMicroelectronics $STMPA thyssenkrupp nucera $NCH2 EXEL Industries $EXE La Franaise de lnergie $FDE CIE Automotive $CIE Hoffmann Green $ALHGR DEUTZ $DEZ https://twitter.com/i/web/status/2001623060403679593 https://twitter.com/i/web/status/2001623060403679593"  
[X Link](https://x.com/LuxOpesResearch/status/2001623060403679593)  2025-12-18T11:58Z [----] followers, [----] engagements


"And the link: https://www.luxopes.com/p/cars-defence-and-strong-rebounds https://www.luxopes.com/p/cars-defence-and-strong-rebounds"  
[X Link](https://x.com/LuxOpesResearch/status/2012100844955582475)  2026-01-16T09:53Z [----] followers, [---] engagements


"New publication Lots of names today🔥 Check it out (as always for free) 👇"  
[X Link](https://x.com/LuxOpesResearch/status/2013549813871054859)  2026-01-20T09:51Z [----] followers, [---] engagements


"And the link: https://www.luxopes.com/p/jewelry-games-and-turnarounds https://www.luxopes.com/p/jewelry-games-and-turnarounds"  
[X Link](https://x.com/LuxOpesResearch/status/2013589576372166876)  2026-01-20T12:29Z [----] followers, [---] engagements


"RT @joinyellowbrick: I added [--] new stock write-ups to the site (pt 1): @LuxOpesResearch (quick overviews) - $VACN.SW $RHM.DE $DGE.L $CI"  
[X Link](https://x.com/LuxOpesResearch/status/2013708856715555316)  2026-01-20T20:22Z [----] followers, [--] engagements


"Here's the link: https://www.luxopes.com/p/parcel-lockers-tires-and-potential https://www.luxopes.com/p/parcel-lockers-tires-and-potential"  
[X Link](https://x.com/LuxOpesResearch/status/2014337994119905358)  2026-01-22T14:02Z [----] followers, [---] engagements


"https://www.luxopes.com/p/ai-promises-rebound-promises-and https://www.luxopes.com/p/ai-promises-rebound-promises-and"  
[X Link](https://x.com/LuxOpesResearch/status/2016146670442950744)  2026-01-27T13:49Z [----] 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](https://x.com/LuxOpesResearch/status/1879810998292676802)  2025-01-16T08:40Z [----] followers, [---] engagements


"Today's publication is out Companies discussed: Cellnex $CLNX Whitbread $WTB SGS-Bureau Veritas $SGSN $BVI McPhy Energy $ALMCP Jernimo Martins $JMT Fastned $FAST Rio Tinto $RIO Esker $ALESK Geberit $GEBN (link in bio)"  
[X Link](https://x.com/LuxOpesResearch/status/1880179504234045453)  2025-01-17T09:05Z [----] 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](https://x.com/anyuser/status/1885328180724326576)  2025-01-31T14:04Z [----] 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](https://x.com/anyuser/status/1885670650855276799)  2025-02-01T12:44Z [----] 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](https://x.com/anyuser/status/1886344979896823810)  2025-02-03T09:24Z [----] 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](https://x.com/anyuser/status/1887155973829345756)  2025-02-05T15:07Z [----] 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](https://x.com/anyuser/status/1888577842570760571)  2025-02-09T13:17Z [----] 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](https://x.com/LuxOpesResearch/status/1888655604983668930)  2025-02-09T18:26Z [----] 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](https://x.com/anyuser/status/1888932680592752806)  2025-02-10T12:47Z [----] followers, [---] engagements


"Hi all Just flagging that we're back We recently published on: Puma $PUM The Platform Group $TPG Dino $DINO Pfisterer $PFSE Dermapharm $DMP Unifiedpost $BANQ On the forbidden platform (no paywall)"  
[X Link](https://x.com/LuxOpesResearch/status/1960958566233203064)  2025-08-28T06:52Z [----] followers, [----] engagements


"$CIRSAs resent results confirmed the solid operational momentum that has been building since the start of the year. Revenues grew double digits again extending the trend from Q1 and comfortably beating the short-term guidance the company had set for itself"  
[X Link](https://x.com/LuxOpesResearch/status/1967562115176083803)  2025-09-15T12:12Z [----] followers, [---] engagements


"Richemonts $CFR latest results basically reinforced what everyone already knows: the jewelry business is doing the heavy lifting. Cartier and Van Cleef kept growing nicely with Jewelry Maisons up strongly in Q2 and margins held up even with higher gold prices a tough franc and early US tariffs. Watches are still lagging but the groups tilt toward high-margin jewelry is clearly paying off. Regionally things finally look smoother again. China stopped wobbling and turned positive the US stayed surprisingly strong and Europe and the Middle East kept ticking along. That spread makes Richemont much"  
[X Link](https://x.com/LuxOpesResearch/status/1991140906649415751)  2025-11-19T13:46Z [----] followers, [---] engagements


"Gamma Communicationss $GAMA first half was a classic good housekeeping beats a tougher market update. Revenue grew double-digit at the group level and profitability tracked broadly in line with what the market was hoping for even if sales landed a touch shy of consensus"  
[X Link](https://x.com/LuxOpesResearch/status/1965686274871713897)  2025-09-10T07:58Z [----] 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](https://x.com/LuxOpesResearch/status/1891185363210612749)  2025-02-16T17:58Z [----] followers, [----] engagements


"Out with a new publication 👇 It's not on purpose there's just a lot going on at companies these days: Roche Bobois $RBO Vranken Pommery $VRAP Greencoat Renewables $GRP Vetoquinol $VETO Exail Technologies $EXA Deutsche Telekom $DTE Robertet $RBT VusionGroup $VU Virbac $VIR Dassault Aviation $AM Gamma Communications $GAMA Forsee Power $FORSE At the usual place https://twitter.com/i/web/status/1967884172111777887 https://twitter.com/i/web/status/1967884172111777887"  
[X Link](https://x.com/LuxOpesResearch/status/1967884172111777887)  2025-09-16T09:32Z [----] followers, [----] engagements


"ASM International $ASM heads into its Capital Markets Day with uncharacteristic discretion. Management has revealed almost nothing about the agenda a stark contrast to past events where expectations were carefully managed in advance"  
[X Link](https://x.com/LuxOpesResearch/status/1970494355241680960)  2025-09-23T14:23Z [----] followers, [---] engagements


"We covered the latest on [--] companies this week 🔥🔥 Breaking down the latest company news into quick takes that get straight to the point - what happened why it matters and what to watch next. Adyen $ADYEN Infineon Technologies $IFX Diageo $DGE Sunrise $SUNN Salzgitter AG $SZG Tecnicas Reunidas $TRE AUTO1 Group $AG1 TKH Group NV $TWEKA INWIT $INW United Internet Group $UTDI K+S AG $SDF Hensoldt AG $HAG Stabilus SE $STM Brenntag $BNR Munich Re $MUV2 Patrizia $PAT LISI $FII Strer $SAX Knaus Tabbert $KTA SAF-Holland $SFQ Swiss Life $SLHN Infineon Technologies $IFX Bayer $BAYN Jungheinrich $JUN3"  
[X Link](https://x.com/LuxOpesResearch/status/1988902657927299122)  2025-11-13T09:32Z [----] followers, [----] engagements

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