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[@mwbresearch](/creator/twitter/mwbresearch)
"📉 @TAKKT_AG Q2/H1 2025: Weak results as pre-announced 📦 No short-term demand recovery expected ⚠ Challenging macro persists ✅ Still rated BUY long-term potential intact Full report: #TAKKT $TTK #Earnings #IndustrialSupplies #ValueStock #GermanStocks"  
[X Link](https://x.com/mwbresearch/status/1950501142783557648) [@mwbresearch](/creator/x/mwbresearch) 2025-07-30T10:18Z XXX followers, 25K engagements


"📉 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](https://x.com/mwbresearch/status/1953409174961897982) [@mwbresearch](/creator/x/mwbresearch) 2025-08-07T10:53Z XXX followers, XXX engagements


"#Gerresheimer 🧴 📉 Q3 confirms downturn: revenue +12% yoy to EUR 560.7m but organic 1.2%; EBIT margin only XXX% ⚙ Third guidance cut in XX months prolonged restructuring and rising leverage ⚠ HOLD PT EUR XXXXX 👉 $GXI #Healthcare #Plastics #MedTech"  
[X Link](https://x.com/mwbresearch/status/1978020222620627134) [@mwbresearch](/creator/x/mwbresearch) 2025-10-14T08:49Z XXX followers, XXX engagements


"#tonies 📦 🚀 Q3 shaped by the Toniebox X launch across Europe & North America Early reviews highlight new interactive features improved sound & lifestyle upgrades 📈 Strong channel loading likely drove solid revenue growth ✅ BUY PT EUR XXXXX 👉"  
[X Link](https://x.com/mwbresearch/status/1979091191397310955) [@mwbresearch](/creator/x/mwbresearch) 2025-10-17T07:44Z XXX followers, XX engagements


"#Multitude 💳 📊 Solid execution expected in Q3 XX sustaining profitable growth momentum 🏦 Strong asset quality & scalable digital platform underpin outlook ✅ BUY 👉 $FRU #Fintech #DigitalBanking #Growth"  
[X Link](https://x.com/mwbresearch/status/1978395077350150271) [@mwbresearch](/creator/x/mwbresearch) 2025-10-15T09:38Z XXX followers, XX engagements


"#Nemetschek 🧱 🤖 Expanding AI capabilities with US acquisition of Firmus AI 📈 Q3 preview: sales EUR 299m EBITDA EUR 91m EPS EUR XXXX (+vs. cons.) 🚀 Strengthening position in construction & architecture software ✅ UPGRADE to BUY PT EUR XXXXXX 👉"  
[X Link](https://x.com/mwbresearch/status/1979106047055856088) [@mwbresearch](/creator/x/mwbresearch) 2025-10-17T08:43Z XXX followers, XX engagements


"#Sartorius 💉 📈 Q3 momentum improved with stabilising equipment demand 💰 Margins widened; FY25 guidance narrowed ⚠ FX & tariff risks EU pharma capex shift to US weigh on visibility ❌ SELL PT EUR XXX 👉 $SRT3 #Biotech #LifeSciences"  
[X Link](https://x.com/mwbresearch/status/1979116100429242413) [@mwbresearch](/creator/x/mwbresearch) 2025-10-17T09:23Z XXX followers, XXX engagements


"#PhotonEnergy ☀ ⚡ September figures mixed weather & Romania outages weigh on generation 🌍 Long-term upside from demand response capacity markets & new tech remains intact ✅ Spec. BUY 👉 $PEN #Renewables #SolarEnergy #EnergyTransition"  
[X Link](https://x.com/mwbresearch/status/1978380541465412044) [@mwbresearch](/creator/x/mwbresearch) 2025-10-15T08:40Z XXX followers, XXX engagements


"#Siltronic 💽 📈 Sentiment-driven rally lifts shares near our EUR XXXXX fair value 🧠 Early memory recovery signs priced in fundamentals must catch up 🔄 Re-rating likely only with tangible progress in 2026 ✅ HOLD 👉 $WAF #Semiconductors #SiliconWafers"  
[X Link](https://x.com/mwbresearch/status/1978384307610677502) [@mwbresearch](/creator/x/mwbresearch) 2025-10-15T08:55Z XXX followers, XXX engagements


"🚨 Update: @KoenigBauerAG with strong prelim Q2 💥 📈 Sales +7% YoY offsetting soft Q1 💪 Profitability improving significantly 🔍 Evaluating sale of non-core assets ✅ We reiterate: BUY 👉 #KoenigBauer $SKB #Earnings #ValueStocks #Germany #Industrials"  
[X Link](https://x.com/mwbresearch/status/1950498000138068128) [@mwbresearch](/creator/x/mwbresearch) 2025-07-30T10:05Z XXX followers, 8416 engagements


"#ThePaymentsGroup 💳 📑 MFSA clears Calida deal ⚙ Financing via treasury shares (1923m) + private placement 🌍 Vertically integrated PayTech 🔮 Revenue x4 by 2028 double-digit EBITDA margins ✅ BUY 👉 #FinTech $TPG"  
[X Link](https://x.com/mwbresearch/status/1972572419174047855) [@mwbresearch](/creator/x/mwbresearch) 2025-09-29T08:01Z XXX followers, XXX engagements


"#Rheinmetall Landmark EUR 9bn Skyranger XX order from Bundeswehr marks a major leap in Germanys air defence rebuild (Handelsblatt) 🛡 Cements Rheinmetalls role at the core of Europes rearmament; strong visibility ahead of CMD ✅ BUY 👉 #Defence $RHM"  
[X Link](https://x.com/mwbresearch/status/1977640679422791692) [@mwbresearch](/creator/x/mwbresearch) 2025-10-13T07:40Z XXX followers, XXX engagements


"#Drgerwerk 🩺 📈 Solid Q3 with XXX% yoy revenue growth to EUR 833m 🏥 Both Medical & Safety divisions contributed 💬 FY25 guidance raised to XX% growth & 4.56.5% EBIT margin ⚙ Strong visibility into Q4 ✅ HOLD 👉 $DRW3 #MedTech #Safety #Healthcare"  
[X Link](https://x.com/mwbresearch/status/1978727090003296569) [@mwbresearch](/creator/x/mwbresearch) 2025-10-16T07:37Z XXX followers, XX engagements


"#Traton 🚚 📉 Q3 unit sales down XX% yoy to 71400 vehicles 🏭 Divergent brand performance MAN +24% yoy ⚠ Weak demand & proposed XX% US truck tariffs add uncertainty 💬 Gradual recovery expected only over coming years ❌ SELL 👉 $8TRA.DE #Trucks"  
[X Link](https://x.com/mwbresearch/status/1978729730741342664) [@mwbresearch](/creator/x/mwbresearch) 2025-10-16T07:48Z XXX followers, XX engagements


"#DaimlerTruck 🚛 📉 Q3 unit sales down XX% yoy to 98009 vehicles NA region hit by tariff & trade war uncertainty 🚍 MAN & Buses show relative resilience; Europe stable 💬 FY25 likely at lower end of guidance range 🔄 Upgrade: ➡ HOLD 👉 $DTG.DE #Truck"  
[X Link](https://x.com/mwbresearch/status/1978736612344316144) [@mwbresearch](/creator/x/mwbresearch) 2025-10-16T08:15Z XXX followers, XX engagements


"#MHPHotel 🏨 📈 Q3 KPIs nearly matched last years exceptional levels despite no event boosts 🏆 Premium-segment resilience supports solid outperformance vs. market 💬 Strong Q4 outlook ✅ BUY PT EUR XXXX 👉 $MHP.DE #Hotels #Hospitality #Premium"  
[X Link](https://x.com/mwbresearch/status/1978750276442960032) [@mwbresearch](/creator/x/mwbresearch) 2025-10-16T09:10Z XXX followers, XX engagements


"#TININN 🏨 🌊 roundtable highlights unique blue ocean strategy in underserved German cities 🏗 Vertically integrated modular hotel model driving strong profitability 📊 Guidance confirmed; expansion momentum remains high ✅ PT to EUR XXXXX HOLD 👉"  
[X Link](https://x.com/mwbresearch/status/1979106342167044428) [@mwbresearch](/creator/x/mwbresearch) 2025-10-17T08:44Z XXX followers, XX engagements


"#CHAPTERSGroup 💼 📑 Plans to increase outstanding volume of its senior unsecured bond (up to EUR 100m) 🏗 Expanding funding flexibility for further M&A 📈 Well positioned for EPS-driven growth ✅ BUY PT EUR XXXXX 👉 $CHG"  
[X Link](https://x.com/mwbresearch/status/1975849714882097637) [@mwbresearch](/creator/x/mwbresearch) 2025-10-08T09:04Z XXX followers, XXX engagements


"#ErnstRuss ⚓ 👥 New management team (Dr. Eilers & J. Schuchmann) outlines clear roadmap for disciplined growth & portfolio diversification 🚢 Re-entry into newbuild market and balance sheet streamlining boost transparency & flexibility ✅ BUY 👉 $HXCK"  
[X Link](https://x.com/mwbresearch/status/1977654959517929965) [@mwbresearch](/creator/x/mwbresearch) 2025-10-13T08:37Z XXX followers, XX engagements


"#CHAPTERSGroup 💼 📊 Strong H1 2025: revenue +42% yoy to EUR 70.9m solid cash flow despite accounting effects 🚀 Portfolio expands to XX companies funding secured for continued M&A momentum ✅ BUY PT EUR XXXXX 👉 $CHG #PrivateEquity #Growth"  
[X Link](https://x.com/mwbresearch/status/1977682875765190834) [@mwbresearch](/creator/x/mwbresearch) 2025-10-13T10:28Z XXX followers, XXX engagements


"#CHAPTERSGroup reported prelim. pro-forma H1 2025 figures. 📈revenues of c. EUR 85m (+51% yoy) and adj. operating EBITDA of c. EUR 19m (+41% yoy). 🎯FY25 revenue guidance revised. ✅Rating: BUY. More $CHG"  
[X Link](https://x.com/mwbresearch/status/1965704657063588199) [@mwbresearch](/creator/x/mwbresearch) 2025-09-10T09:11Z XXX followers, XXX engagements


"#Lanxess 🔑 📊 Exit from Envalior: XXXX% stake tendered to Advent (EUR 1.2bn base vs EUR 950m mwb est.) + EUR 200m loan repayment 💶 Net debt EUR 1bn leverage 1.5x EPS +EUR 1.20/sh est. ✅ PT EUR XX BUY reiterated 👉 $LXS"  
[X Link](https://x.com/mwbresearch/status/1970787966265229720) [@mwbresearch](/creator/x/mwbresearch) 2025-09-24T09:50Z XXX followers, 1183 engagements


"#Beiersdorf 🧴 📊 H1 miss: sluggish growth FY targets cut 📉 Share price dropped well below earlier highs 💡 Marketing & NIVEA innovation to reignite momentum ✅ PT EUR XXXXXX BUY reiterated (50% upside) 👉 $BEI"  
[X Link](https://x.com/mwbresearch/status/1971500680662962413) [@mwbresearch](/creator/x/mwbresearch) 2025-09-26T09:02Z XXX followers, 1591 engagements


"#Gerresheimer 💊 📉 Another setback as FY25 guidance cut again 🏭 Weak Q3 and soft demand in cosmetics & oral liquids ⚙ Transformation program signals deeper operational challenges ⚖ HOLD PT EUR XXXXX 👉 $GXI"  
[X Link](https://x.com/mwbresearch/status/1976199481080304114) [@mwbresearch](/creator/x/mwbresearch) 2025-10-09T08:14Z XXX followers, XXX engagements


"#SYNBIOTIC 🌿 📑 Germanys tighter MedCan rules increase near-term uncertainty 🏥 WEECO Pharmas pharmacy-based model offers resilience & consolidation upside ⚖ Spec. BUY PT EUR XXXX 👉 $SYN"  
[X Link](https://x.com/mwbresearch/status/1976212457199702412) [@mwbresearch](/creator/x/mwbresearch) 2025-10-09T09:05Z XXX followers, XXX engagements


"#Suedzucker 🌾 📈 Expects strong Q3 FY26 improvement signaling potential stabilization after weak quarters 🔁 FY26 guidance reaffirmed (Revenue EUR 8.38.7bn EBITDA EUR 470570m) ✅ HOLD 👉 $SZU.DE #Suedzucker #Sugar #FoodIndustry #Earnings"  
[X Link](https://x.com/mwbresearch/status/1978365043898003881) [@mwbresearch](/creator/x/mwbresearch) 2025-10-15T07:39Z XXX followers, XX engagements


"#MTUAeroEngines ✈ 📊 Q3 results due XX Oct 2025 📈 Strong H1: revenue +21% yoy adj. EBIT +40% yoy 🛠 Driven by robust Commercial MRO & OEM momentum ⚙ Growth to normalize in Q3; solid long-term outlook intact ✅ HOLD new PT EUR XXX 👉 $MTX.DE"  
[X Link](https://x.com/mwbresearch/status/1978729998274957471) [@mwbresearch](/creator/x/mwbresearch) 2025-10-16T07:49Z XXX followers, XX engagements


"#Pyramid 💻 ⚙ FY25 guidance lowered on project delays & weaker China business 🤖 Secures EUR 100m AI-optimized server framework contract Positions as key German AI server & storage provider ✅ BUY 👉 $PYR #AI #Servers #Tech"  
[X Link](https://x.com/mwbresearch/status/1979128361474511050) [@mwbresearch](/creator/x/mwbresearch) 2025-10-17T10:12Z XXX followers, XXX engagements