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[@LuxOpesResearch](/creator/twitter/LuxOpesResearch)
"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"  
[X Link](https://x.com/LuxOpesResearch/status/1970409548016955558) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-23T08:46Z 1552 followers, 10.2K 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/LuxOpesResearch/status/1887794446936244350) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-02-07T09:24Z 1552 followers, 4617 engagements


"New one out We discuss 👇 Moncler $MONC Telecom Italia $TIT Adyen $ADYEN EssilorLuxottica $EL Flow Traders $FLOW Delivery Hero $DHER Thyssenkrupp $TKA Ceconomy $CEC Siemens Energy $ENR United Internet $UTDI Safran $SAF Link in bio"  
[X Link](https://x.com/LuxOpesResearch/status/1890326551599747115) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-02-14T09:05Z 1552 followers, 9228 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/LuxOpesResearch/status/1892160049419599881) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-02-19T10:31Z 1552 followers, 9677 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/LuxOpesResearch/status/1892521714946375936) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-02-20T10:28Z 1552 followers, 16.7K engagements


"And we're back Today we discuss 👇 FlatexDEGIRO $FTK Just Eat Takeaway $TKWY ASM International $ASMI SFC Energy $F3C Laboratorios Rovi $ROVI Interparfums $ITP Gerresheimer $GXI FACC $FACC SES $SES"  
[X Link](https://x.com/LuxOpesResearch/status/1894681490882981961) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-02-26T09:30Z 1552 followers, 6464 engagements


"We recently discussed another set of material events. Check it out at the usual place👇 FlatexDEGIRO $FTK Just Eat Takeaway $TKWY ASM International $ASMI SFC Energy $F3C Laboratorios Rovi $ROVI Interparfums $ITP Gerresheimer $GXI FACC $FACC SES $SES"  
[X Link](https://x.com/LuxOpesResearch/status/1895038428594536940) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-02-27T09:09Z 1552 followers, 1816 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) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-08-28T06:52Z 1552 followers, 7921 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)"  
[X Link](https://x.com/LuxOpesResearch/status/1961374148023763171) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-08-29T10:23Z 1552 followers, 6542 engagements


"Fielmann $FIE released its final half-year results confirming what the preliminary numbers had already shown: steady European growth and accelerating traction in the US. Group sales rose more than XX% YoY with around X% organic growth. 🧵"  
[X Link](https://x.com/LuxOpesResearch/status/1961813738123678124) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-08-30T15:30Z 1552 followers, XXX 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"  
[X Link](https://x.com/LuxOpesResearch/status/1963528524003704850) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-04T09:04Z 1552 followers, 5009 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) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-09T08:55Z 1552 followers, 8288 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) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-10T07:58Z 1552 followers, XXX 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"  
[X Link](https://x.com/LuxOpesResearch/status/1967884172111777887) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-16T09:32Z 1552 followers, 6395 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 XX% boosting margins to XX% 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 XX% of salescontinued to shine delivering margins above XX% 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) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-17T13:05Z 1552 followers, XXX 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) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-23T14:23Z 1552 followers, XXX 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"  
[X Link](https://x.com/LuxOpesResearch/status/1971137618864673029) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-25T09:00Z 1552 followers, 6802 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) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-10-02T08:53Z 1552 followers, 7745 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"  
[X Link](https://x.com/LuxOpesResearch/status/1975508242525503909) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-10-07T10:27Z 1552 followers, 8053 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"  
[X Link](https://x.com/LuxOpesResearch/status/1976196327269601497) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-10-09T08:01Z 1552 followers, 8629 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) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-10-09T12:20Z 1552 followers, 3095 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 2025 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) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-10-10T12:04Z 1552 followers, XXX 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"  
[X Link](https://x.com/LuxOpesResearch/status/1978012628875174146) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-10-14T08:18Z 1552 followers, 6645 engagements


"We're out with a new one We discuss: Volvo $VOLV Manitou $MTU Solutions XX $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/LuxOpesResearch/status/1885252179222532234) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-01-31T09:02Z 1554 followers, 6823 engagements


"We covered XX 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 XX $S30 Symrise $SY1 WDP $WDP Roche $ROG Puma $PUM DSM-Firmenich $DSFIR Swatch $UHR STMicroelectronics $STM Rmy Cointreau $RCO"  
[X Link](https://x.com/LuxOpesResearch/status/1885670645666631972) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-02-01T12:44Z 1553 followers, 23.5K 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) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-08-30T16:04Z 1553 followers, 2454 engagements


"Robertet $RBT Strong performance from this quality company but challenges persist. Robertet has kicked off the first half of 2025 with the kind of solid performance youd expect from a family-owned leader in fragrance and natural ingredients"  
[X Link](https://x.com/LuxOpesResearch/status/1968252947810193854) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-17T09:57Z 1552 followers, XXX engagements


"Allegros $ALE continues to find ways to pull profitability levers while sustaining growth"  
[X Link](https://x.com/LuxOpesResearch/status/1968988875788882248) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-19T10:41Z 1553 followers, 1681 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"  
[X Link](https://x.com/LuxOpesResearch/status/1972944929857945607) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-09-30T08:41Z 1553 followers, 8412 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"  
[X Link](https://x.com/LuxOpesResearch/status/1978740949565178139) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-10-16T08:33Z 1553 followers, 6189 engagements