[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @LuxOpesResearch Lux Opes Lux Opes posts on X about $gxi, $ftk, events, $bas the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1870049713854074880/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +17% - X Months XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1870049713854074880/posts_active)  - X Week XX +9.70% - X Month XX -XX% - X Months XXX +18% ### Followers: XXXXX [#](/creator/twitter::1870049713854074880/followers)  - X Week XXXXX +1.60% - X Month XXXXX +9.80% - X Months XXXXX +40% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1870049713854074880/influencer_rank)  ### Social Influence [#](/creator/twitter::1870049713854074880/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXXX% [automotive brands](/list/automotive-brands) XXXXX% [luxury brands](/list/luxury-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [agencies](/list/agencies) #120 [currencies](/list/currencies) XXXX% **Social topic influence** [$gxi](/topic/$gxi) #1, [$ftk](/topic/$ftk) #2, [events](/topic/events) 6.06%, [$bas](/topic/$bas) #75, [$itp](/topic/$itp) #9, [$dher](/topic/$dher) #3, [$tka](/topic/$tka) #2, [bas](/topic/bas) #308, [$gama](/topic/$gama) #3, [asml](/topic/asml) #102 **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@evfcfaddict](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@johnhempton](/creator/undefined) [@hcapinvesting](/creator/undefined) [@foxcastlehold](/creator/undefined) [@madscapital](/creator/undefined) [@hedgie007](/creator/undefined) [@valuegarp](/creator/undefined) [@ragingventures](/creator/undefined) [@larryjamieson](/creator/undefined) [@goodinvestingc](/creator/undefined) [@investspecial](/creator/undefined) [@investormexican](/creator/undefined) [@rubicon59](/creator/undefined) [@qcompounding](/creator/undefined) [@compoundersex](/creator/undefined) [@acidinvestments](/creator/undefined) [@williscap](/creator/undefined) [@chrisdemuthjr](/creator/undefined) **Top assets mentioned** [Basis Share (BAS)](/topic/$bas) [GAMA Coin (GAMA)](/topic/$gama) [Assemble Protocol (ASM)](/topic/$asm) [Orange Swan Event (OSE)](/topic/$ose) [JUST (JST)](/topic/$jst) [Boeing Co (BA)](/topic/$ba) [InterContinental Hotels Group Plc (IHG)](/topic/$ihg) [Exactly Protocol (EXA)](/topic/$exa) [RIBBIT (RBT)](/topic/$rbt) [DTE Energy Co (DTE)](/topic/$dte) [Streamity (STM)](/topic/$stm) [Merit Circle (MC)](/topic/$mc) [UBS Group AG (UBS)](/topic/$ubs) [Vulkania (VLK)](/topic/$vlk) [Club Atletico Independiente Fan Token (CAI)](/topic/$cai) [Brunswick Corporation (BC)](/topic/$bc) [Argentine Football Association Fan Token (ARG)](/topic/$arg) [Coconut Chicken (CCC)](/topic/$ccc) [ARTISAN PARTNERS ASSET MANAGEMENT INC. (APAM)](/topic/$apam) [SolarCoin (SLR-1)](/topic/$slr) [Flow (FLOW)](/topic/$flow) [Elcoin (EL)](/topic/$el) [TPG, Inc. (TPG)](/topic/$tpg) [DinoLFG (DINO)](/topic/$dino) [VU (VU)](/topic/$vu) [Vir Biotechnology, Inc. Common Stock (VIR)](/topic/$vir) [Aston Martin Cognizant Fan Token (AM)](/topic/$am) [Coca-Cola FEMSA, S.A.B DE C.V (KOF)](/topic/$kof) [Robotics Intelligence (RI)](/topic/$ri) [Unilever plc (UL)](/topic/$ul) ### Top Social Posts [#](/creator/twitter::1870049713854074880/posts) --- Top posts by engagements in the last XX hours "And we're back Today we discuss π 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, 6462 engagements "We recently discussed another set of material events. Check it out at the usual placeπ 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 "There we go again. Next one out π 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. π§΅" [X Link](https://x.com/LuxOpesResearch/status/1961813738123678124) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-08-30T15:30Z 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 discussing ππ 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, 7746 engagements "New one out We discuss π 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 "We recently covered another set of interesting action π 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 "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 "Out with a new publication π 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 "New one out discussing ππ 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 "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 "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 "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 "Grab a good cup of β and enjoy our new publication π 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, 10.1K 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, 6803 engagements "Out with a new publication π 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, 8554 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 π 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 "Gerresheimer $GXI just confirmed that its in early discussions with private equity investors who are exploring a potential takeover. Right now these talks are informal and non-binding but the news has already sparked speculation about whats next for the company. Initially investors were mainly interested in Gerresheimers moulded glass unit as a potential divestment. However with the stock taking a major hit since last Septembers profit warning it seems that attention has shifted toward acquiring the whole company. Looking at the bigger picture $GXI has a lot going for it. The company has been" [X Link](https://x.com/LuxOpesResearch/status/1888962376516739482) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-02-10T14:45Z 1548 followers, XXX engagements "Gerresheimers $GXI fourth quarter showed a modest revenue increase but the results didnt quite match expectations. The company faced ongoing challenges with destocking particularly in its Plastics & Devices segment which grew below forecasts. On the other hand the Primary Packaging Glass business performed better than expected helping offset some of the weakness elsewhere. Advanced Technologies a smaller part of the business remained stable. Despite the mixed top-line performance profitability held up relatively well with adjusted EBITDA showing moderate growth. The bigger concern comes from" [X Link](https://x.com/LuxOpesResearch/status/1895175566875377891) [@LuxOpesResearch](/creator/x/LuxOpesResearch) 2025-02-27T18:14Z 1548 followers, XXX 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 π±π€ 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 "And out with a new one πͺ 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 1554 followers, 4615 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 "There we go. New one out π 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 1553 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 1553 followers, 8283 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 β 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 "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 1554 followers, 3086 engagements "There we go. New one outππ 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
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Lux Opes posts on X about $gxi, $ftk, events, $bas the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXXX% stocks XXXXX% automotive brands XXXXX% luxury brands XXXX% fashion brands XXXX% finance XXXX% technology brands XXXX% countries XXXX% agencies #120 currencies XXXX%
Social topic influence $gxi #1, $ftk #2, events 6.06%, $bas #75, $itp #9, $dher #3, $tka #2, bas #308, $gama #3, asml #102
Top accounts mentioned or mentioned by @joinyellowbrick @evfcfaddict @wolfofharcourt @johnhempton @hcapinvesting @foxcastlehold @madscapital @hedgie007 @valuegarp @ragingventures @larryjamieson @goodinvestingc @investspecial @investormexican @rubicon59 @qcompounding @compoundersex @acidinvestments @williscap @chrisdemuthjr
Top assets mentioned Basis Share (BAS) GAMA Coin (GAMA) Assemble Protocol (ASM) Orange Swan Event (OSE) JUST (JST) Boeing Co (BA) InterContinental Hotels Group Plc (IHG) Exactly Protocol (EXA) RIBBIT (RBT) DTE Energy Co (DTE) Streamity (STM) Merit Circle (MC) UBS Group AG (UBS) Vulkania (VLK) Club Atletico Independiente Fan Token (CAI) Brunswick Corporation (BC) Argentine Football Association Fan Token (ARG) Coconut Chicken (CCC) ARTISAN PARTNERS ASSET MANAGEMENT INC. (APAM) SolarCoin (SLR-1) Flow (FLOW) Elcoin (EL) TPG, Inc. (TPG) DinoLFG (DINO) VU (VU) Vir Biotechnology, Inc. Common Stock (VIR) Aston Martin Cognizant Fan Token (AM) Coca-Cola FEMSA, S.A.B DE C.V (KOF) Robotics Intelligence (RI) Unilever plc (UL)
Top posts by engagements in the last XX hours
"And we're back Today we discuss π 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 @LuxOpesResearch 2025-02-26T09:30Z 1552 followers, 6462 engagements
"We recently discussed another set of material events. Check it out at the usual placeπ 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 @LuxOpesResearch 2025-02-27T09:09Z 1552 followers, 1816 engagements
"There we go again. Next one out π 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 @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. π§΅"
X Link @LuxOpesResearch 2025-08-30T15:30Z 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 @LuxOpesResearch 2025-09-23T14:23Z 1552 followers, XXX engagements
"New one out discussing ππ 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 @LuxOpesResearch 2025-10-02T08:53Z 1552 followers, 7746 engagements
"New one out We discuss π 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 @LuxOpesResearch 2025-02-14T09:05Z 1552 followers, 9228 engagements
"We recently covered another set of interesting action π 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 @LuxOpesResearch 2025-02-20T10:28Z 1552 followers, 16.7K 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 @LuxOpesResearch 2025-08-28T06:52Z 1552 followers, 7921 engagements
"Out with a new publication π 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 @LuxOpesResearch 2025-09-16T09:32Z 1552 followers, 6395 engagements
"New one out discussing ππ 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 @LuxOpesResearch 2025-10-07T10:27Z 1552 followers, 8053 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 @LuxOpesResearch 2025-02-19T10:31Z 1552 followers, 9677 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 @LuxOpesResearch 2025-09-10T07:58Z 1552 followers, XXX 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 @LuxOpesResearch 2025-09-17T13:05Z 1552 followers, XXX engagements
"Grab a good cup of β and enjoy our new publication π 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 @LuxOpesResearch 2025-09-23T08:46Z 1552 followers, 10.1K 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 @LuxOpesResearch 2025-09-25T09:00Z 1552 followers, 6803 engagements
"Out with a new publication π 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 @LuxOpesResearch 2025-10-09T08:01Z 1552 followers, 8554 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 @LuxOpesResearch 2025-10-10T12:04Z 1552 followers, XXX engagements
"We just published on a new set of companies π 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 @LuxOpesResearch 2025-10-14T08:18Z 1552 followers, 6645 engagements
"Gerresheimer $GXI just confirmed that its in early discussions with private equity investors who are exploring a potential takeover. Right now these talks are informal and non-binding but the news has already sparked speculation about whats next for the company. Initially investors were mainly interested in Gerresheimers moulded glass unit as a potential divestment. However with the stock taking a major hit since last Septembers profit warning it seems that attention has shifted toward acquiring the whole company. Looking at the bigger picture $GXI has a lot going for it. The company has been"
X Link @LuxOpesResearch 2025-02-10T14:45Z 1548 followers, XXX engagements
"Gerresheimers $GXI fourth quarter showed a modest revenue increase but the results didnt quite match expectations. The company faced ongoing challenges with destocking particularly in its Plastics & Devices segment which grew below forecasts. On the other hand the Primary Packaging Glass business performed better than expected helping offset some of the weakness elsewhere. Advanced Technologies a smaller part of the business remained stable. Despite the mixed top-line performance profitability held up relatively well with adjusted EBITDA showing moderate growth. The bigger concern comes from"
X Link @LuxOpesResearch 2025-02-27T18:14Z 1548 followers, XXX 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 @LuxOpesResearch 2025-01-31T09:02Z 1554 followers, 6823 engagements
"We covered XX companies this week π±π€ 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 @LuxOpesResearch 2025-02-01T12:44Z 1553 followers, 23.5K engagements
"And out with a new one πͺ 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 @LuxOpesResearch 2025-02-07T09:24Z 1554 followers, 4615 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 @LuxOpesResearch 2025-08-30T16:04Z 1553 followers, 2454 engagements
"There we go. New one out π 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 @LuxOpesResearch 2025-09-04T09:04Z 1553 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 @LuxOpesResearch 2025-09-09T08:55Z 1553 followers, 8283 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 @LuxOpesResearch 2025-09-17T09:57Z 1552 followers, XXX engagements
"Allegros $ALE continues to find ways to pull profitability levers while sustaining growth"
X Link @LuxOpesResearch 2025-09-19T10:41Z 1553 followers, 1681 engagements
"And we're out with a new publication Grab a β 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 @LuxOpesResearch 2025-09-30T08:41Z 1553 followers, 8412 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 @LuxOpesResearch 2025-10-09T12:20Z 1554 followers, 3086 engagements
"There we go. New one outππ 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 @LuxOpesResearch 2025-10-16T08:33Z 1553 followers, 6189 engagements
/creator/x::LuxOpesResearch