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

Lux Opes posts on X about strong, growth, in the, link 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 [-----] -53%
- [--] Month [------] -0.21%
- [--] Months [-------] +179%
- [--] Year [-------] +203%

### 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 [--] -6.40%
- [--] Month [--] +7.30%
- [--] Months [---] +140%
- [--] Year [---] +123%

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

- [--] Week [-----] +0.28%
- [--] Month [-----] +1.30%
- [--] Months [-----] +55%
- [--] Year [-----] +134%

### 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)  43.59% [cryptocurrencies](/list/cryptocurrencies)  37.61% [automotive brands](/list/automotive-brands)  17.09% [finance](/list/finance)  17.09% [luxury brands](/list/luxury-brands)  14.53% [fashion brands](/list/fashion-brands)  13.68% [countries](/list/countries)  9.4% [technology brands](/list/technology-brands)  7.69% [financial services](/list/financial-services)  #2638 [currencies](/list/currencies)  3.42%

**Social topic influence**
[strong](/topic/strong) 13.68%, [growth](/topic/growth) 13.68%, [in the](/topic/in-the) 9.4%, [link](/topic/link) 8.55%, [bio](/topic/bio) 6.84%, [$bas](/topic/$bas) 6.84%, [business](/topic/business) 6.84%, [$ftk](/topic/$ftk) 5.98%, [$adyen](/topic/$adyen) 5.98%, [$stm](/topic/$stm) #23

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@evfcfaddict](/creator/undefined) [@wtcm3](/creator/undefined) [@fpcapital_](/creator/undefined) [@stonkmetal](/creator/undefined) [@randomstuffoi](/creator/undefined)

**Top assets mentioned**
[STMicroelectronics N.V. (STM)](/topic/$stm) [SAP SE (SAP)](/topic/$sap) [Merit Circle (MC)](/topic/$mc) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Ferrari N.V. (RACE)](/topic/$race) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Realio Network (RIO)](/topic/$rio) [JUST (JST)](/topic/$jst) [Boeing Co (BA)](/topic/$ba) [InterContinental Hotels Group Plc (IHG)](/topic/$ihg) [Assemble Protocol (ASM)](/topic/$asm) [Robotics Intelligence (RI)](/topic/$ri) [ELYSIA (EL)](/topic/$el) [Cullen/Frost Bankers, Inc. (CFR)](/topic/$cfr) [Argentine Football Association Fan Token (ARG)](/topic/$arg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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


"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


"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


"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/LuxOpesResearch/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/LuxOpesResearch/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/LuxOpesResearch/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/LuxOpesResearch/status/1892521714946375936)  2025-02-20T10:28Z [----] followers, 17K 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


"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


"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


"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


"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


"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


"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


"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 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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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/anyuser/status/2011009323976331271)  2026-01-13T09:36Z [----] 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/anyuser/status/2001623060403679593)  2025-12-18T11:58Z [----] 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/anyuser/status/2008833488951071167)  2026-01-07T09:30Z [----] 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/anyuser/status/2011738126394540151)  2026-01-15T09:52Z [----] 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/anyuser/status/2016083760639574415)  2026-01-27T09:40Z [----] 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/anyuser/status/2016809794808557881)  2026-01-29T09:45Z [----] 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/anyuser/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/anyuser/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


"And the link: https://www.luxopes.com/p/projectors-large-asset-sales-and https://www.luxopes.com/p/projectors-large-asset-sales-and"  
[X Link](https://x.com/LuxOpesResearch/status/2021222472775856520)  2026-02-10T13:59Z [----] followers, [---] engagements


"Today's summary 👇 Ferrari $RACE Another strong quarter with earnings beating expectations. Sales are up pricing power remains strong and their new F80 supercar is already fully sold out. Some concerns around hybrid resale values but overall Ferrari continues to dominate the luxury car market. Vodafone $VOD Good growth in the UK and Africa but Germany remains a problem. Customer numbers are improving but organic revenue there keeps falling. The company is sticking to its targets but investors are waiting to see real progress in Germany. Siltronic $WAF Recovery keeps getting pushed back as"  
[X Link](https://x.com/anyuser/status/1887081986423988630)  2025-02-05T10:13Z [----] followers, [---] engagements


"Ferrari's $RACE latest earnings report is like a breath of fresh air for investors showing once again that the company knows how to exceed expectations. In the fourth quarter Ferrari's earnings were stronger than anyone anticipated. They saw an 8% boost in EBIT and earnings per share were 14% above estimates. Sales also came in hot fueled by solid pricing and a thriving sponsorship and brand division. While EBITDA margins were a bit shy of expectations the overall picture is clear: Ferrari knows how to keep its profits and pricing power in top gear. $RACE s [----] guidance is pretty much on par"  
[X Link](https://x.com/anyuser/status/1887141377806655768)  2025-02-05T14:09Z [----] followers, [---] engagements


"ICYMI we're out with a new publication discussing: Ferrari $RACE Vodafone $VOD Siltronic $WAF Melexis $MELE Infineon $IFX Dassault Systmes $DSY Diageo $DGE Assa Abloy $ASSA Tonies $TNIE Formycon $FYB (link in bio) New one out Today we discuss 👇 Ferrari $RACE Vodafone $VOD Siltronic $WAF Melexis $MELE Infineon $IFX Dassault Systmes $DSY Diageo $DGE Assa Abloy $ASSA Tonies $TNIE Formycon $FYB (link in bio) https://t.co/fYFPbhDG35 New one out Today we discuss 👇 Ferrari $RACE Vodafone $VOD Siltronic $WAF Melexis $MELE Infineon $IFX Dassault Systmes $DSY Diageo $DGE Assa Abloy $ASSA Tonies $TNIE"  
[X Link](https://x.com/anyuser/status/1887436351399657967)  2025-02-06T09:41Z [----] followers, [----] engagements


"Vodafones $VOD latest update showed some encouraging signs but also confirmed that its challenges in Germany are far from over. Revenue for the third quarter of [----] rose [--] percent year-over-year slightly above expectations. EBITDA was also better than expected increasing by [--] percent and beating consensus estimates by about [--] percent. The company benefited from solid service revenue growth and lower energy costs across Europe which helped offset some of the weaker areas of the business. The UK stood out as a bright spot with service revenue up [---] percent year-over-year mainly due to price"  
[X Link](https://x.com/anyuser/status/1887491399148302478)  2025-02-06T13:19Z [----] followers, [---] engagements


"Diageos latest results brought a sigh of relief to investors. After months of concerns about slowing growth and industry-wide challenges the company managed to return to positive sales momentum. Beer especially Guinness played a big role in keeping revenue steady in North America and Europe while Latin America and Africa also contributed to growth. The only weak spot was Asia where sales took a hit but overall things are looking better than expected. What really stood out was how well Diageo managed its profitability. Despite rising costs and a tough economic backdrop the company kept its"  
[X Link](https://x.com/anyuser/status/1887558195515642231)  2025-02-06T17:45Z [----] followers, [---] engagements


"Tonies $TNIE is still riding a strong growth wave but its latest sales numbers fell slightly short of expectations. The company has been expanding aggressively especially in North America where brand recognition is improving and retail presence is growing. Revenue was up a solid [--] percent year-over-year in the fourth quarter. North America which now makes up nearly half of Tonies sales saw a [--] percent increase in revenue but that was weaker than analysts had expected. Europe on the other hand performed well with strong demand in Germany Austria and Switzerland which not only outpaced"  
[X Link](https://x.com/anyuser/status/1887610195624276069)  2025-02-06T21:11Z [----] followers, [---] engagements


"Soitec $SOI delivered another tough quarter and this time the numbers were much worse than expected. The company has been battling a slowdown in key markets but the sharp declines in its automotive and AI divisions took everyone by surprise. Despite some positive signs in mobile communications where sales finally picked up after months of weakness the losses in other areas were too big to ignore. Automotive once seen as a strong growth driver collapsed and AI-related sales werent far behind. Management had to slash its full-year outlook admitting that demand just isnt recovering as quickly as"  
[X Link](https://x.com/LuxOpesResearch/status/1887870307223974299)  2025-02-07T14:25Z [----] followers, [---] engagements


"Porsche $P911 just sent a bit of a shock through its investor base revealing that its ongoing transformation is going to be much more expensive than anticipated. The company had already hinted at additional spending but few expected costs to balloon this dramatically. Porsche is pouring money into updating its combustion engine platforms battery technology and expanding its customization options all part of its plan to stay ahead of shifting market trends. While these moves are meant to strengthen its position long term the near-term financial hit is unavoidable. This wasnt the earnings"  
[X Link](https://x.com/anyuser/status/1888589671409582295)  2025-02-09T14:04Z [----] followers, [---] engagements


"X-Fab $XFAB just wrapped up a tough fourth quarter for [----] with results landing at the lower end of what they had anticipated. The numbers took a hit especially in the automotive sector which saw a 15% drop because of some inventory tweaks. The industrial side didnt fare much better tumbling by 34%silicon carbide had a rough patch there. On a brighter note the medical division held its ground even managing a small uptick. By the end of [----] the company saw its net debt balloon painting a challenging financial picture. For [----] X-Fab is eyeing a cautious comeback predicting a modest revenue"  
[X Link](https://x.com/anyuser/status/1888599989171155409)  2025-02-09T14:45Z [----] followers, [---] engagements


"Just out with a new one discussing: Pernod Ricard $RI Guerbet $GBT Savencia $SAVE Azelis $AZE VINCI $DG Capgemini $CAP Wallix $ALLIX Gerresheimer $GXI Laboratorios Rovi $ROVI BASF $BAS (link in bio)"  
[X Link](https://x.com/LuxOpesResearch/status/1888887162961059927)  2025-02-10T09:46Z [----] followers, 10.7K engagements


"In today's publication 👇 Pernod Ricard $RI A mixed quartermanagement is finally facing reality and cutting costs but sales are still weak especially in China and the U.S. Theyre calling [----] a transition year and hoping for real growth in [----]. The stock is cheap so theres not much downside but also not a big reason to jump in just yet. Guerbet $GBT Sales were a bit weak but margins held up which is a small win. MRI is struggling with pricing pressure in the U.S. while X-ray and interventional radiology are doing better. The stock is cheap but low visibility and weak trading volumes make it"  
[X Link](https://x.com/anyuser/status/1888902775414673578)  2025-02-10T10:48Z [----] followers, [----] engagements


"We discussed Pernod Ricards $PR latest earnings which didnt exactly blow anyone away but they did offer a more reassuring tone from management. $PR is acknowledging its challenges head-on adopting a more measured approach and outlining clear cost-cutting plans. That was enough to give the stock a 3% boost but lets be honestthe numbers still paint a tough picture. Sales took a hit especially in China and the US and EBIT slipped as well. Throw in some unfavorable currency effects and youve got a business thats still struggling to find its footing. That said theres at least a clearer roadmap."  
[X Link](https://x.com/anyuser/status/1888947087053578744)  2025-02-10T13:44Z [----] followers, [---] engagements


"$ALLIX Wallix The company has been shifting toward a subscription-based model and thats proving to be the right call. Recurring revenue now makes up nearly 70% of total sales which is great news because it gives Wallix more predictable stable income. On the other hand one-time license sales and other non-recurring revenue are still sliding which has made overall growth look a bit uneven. The real positive takeaway is Managements confidence that Wallix will hit operating breakeven in the second half of [----]. The full-year results will probably still show a loss but the cash burn is slowing"  
[X Link](https://x.com/anyuser/status/1889321493156241643)  2025-02-11T14:32Z [----] followers, [---] engagements


"BASF $BAS has officially started the process of selling its Brazilian decorative paints business Suvinil. This move isnt surprisingit was flagged at the companys CMD last September. Suvinil is a major player in Brazil holding a 25% market share and generating around [---] million in sales in [----]. While profitability details havent been disclosed estimates suggest it could fetch at least [---] million given comparable valuations in the sector. The bigger story is that this is just the first step. BASF is also looking to divest its broader coatings business which includes surface treatments"  
[X Link](https://x.com/anyuser/status/1889377864669184460)  2025-02-11T18:16Z [----] followers, [---] engagements


"New one out Today its a 'chill' publication. Borussia Dortmund $BVB CANCOM $COK Universal Music Group $UMG Verallia $VRLA Schott Pharma $1SXP Siemens Energy $ENR Waga Energy $WAGA.PA TUI AG $TUI Carl Zeiss Meditec $AFX M6 $MMT"  
[X Link](https://x.com/LuxOpesResearch/status/1889606179585683696)  2025-02-12T09:23Z [----] followers, 18.9K engagements


"What we discussed today: Borussia Dortmund $BVB.DE BVBs financials showed what we expectedlower profits due to no big transfer windfall this season. The teams Bundesliga form isnt great but theyre still fighting for a Champions League spot and their European campaign is going strong. If they go deep in the tournament expect a nice revenue boost. Long-term the business looks solid but short-term results will depend on their performance on the pitch. CANCOM $COK.DE CANCOMs revenue came in stronger than expected but profits didnt follow suit. While government IT spending in Germany helped offset"  
[X Link](https://x.com/LuxOpesResearch/status/1889619960198209660)  2025-02-12T10:18Z [----] followers, [---] engagements


"Borussia Dortmunds $BVB latest financials showed what we expectedlower profitability due to a dip in transfer income. The clubs first-half revenue came in slightly below last years numbers mainly because there wasnt a blockbuster transfer like the Jude Bellingham sale to Real Madrid. A delayed payout from UEFA Champions League TV rights also played a role in the revenue dip. That said advertising and conference income increased which helped offset some of the declines in matchday revenue TV marketing and merchandising. On the pitch its been a bit of a rollercoaster. $BVB is currently in 11th"  
[X Link](https://x.com/anyuser/status/1889671298416054670)  2025-02-12T13:42Z [----] followers, [---] engagements


"Theres movement at Verallia $VRLA with BWGI controlled by Brazils Moreira Salles family considering a takeover bid. BWGI already owns 28.84% of the glass-packaging company and has been steadily increasing its stake since Verallias IPO in [----]. Until now the family office had avoided crossing the 30% ownership threshold but theyve now confirmed they are reviewing an offerthough they have no plans to delist the company. This move looks opportunistic. [----] was a rough year for Verallia with multiple downward earnings revisions leading to a 30% stock price drop. After two years of record growth"  
[X Link](https://x.com/anyuser/status/1890077222586974273)  2025-02-13T16:35Z [----] followers, [----] engagements


"Waga Energy $WAGA is firing on all cylinders wrapping up [----] with a massive 67% jump in sales. The big driver are the Biomethane production and treatment services which surged 81% making up the bulk of the companys revenue. Equipment sales also saw solid growth though at a slower pace. Whats really exciting is the growing international footprintnearly 40% of its biomethane production is now happening outside France where prices tend to be more attractive especially in North America. The companys deal pipeline is looking stronger than ever. After a sluggish first half the second half of 2024"  
[X Link](https://x.com/anyuser/status/1890101633649963033)  2025-02-13T18:12Z [----] followers, [---] engagements


"Adyen $ADYEN wrapped up [----] with revenue growth that slightly exceeded expectations finishing the year with a 23% increase in net revenue. T he second half of the year also saw stronger-than-expected profits thanks to both higher revenue and lower costs. With the company reaffirming its guidance for 2025expecting revenue growth of at least 23%investors can breathe easy knowing that momentum remains intact. One key highlight was the companys ability to keep costs under control. Despite ramping up hiring in previous years operating expenses in the second half were lower than anticipated."  
[X Link](https://x.com/anyuser/status/1890390887663886338)  2025-02-14T13:21Z [----] followers, [---] engagements


"EssilorLuxottica $EL wrapped up [----] on a high note with Q4 growth coming in stronger than expected and profitability improving in the second half of the year. The eyewear giant saw organic revenue growth surpass 5% in the final quarter reflecting a notable rebound in North America particularly in sunglasses and continued strength in Europe. Meanwhile its EBIT margin saw a year-over-year improvement in the second half further solidifying the companys ability to navigate an uncertain market. A major storyline is the rapid adoption of Ray-Ban Meta smart glasses. With over [--] million units sold"  
[X Link](https://x.com/anyuser/status/1890406141030437096)  2025-02-14T14:22Z [----] followers, [---] engagements


"A few crazy performing stocks YTD compared to a few pretty popular ones 👇 $CNR (CONSOL Energy) +299% $FUBO (FuboTV) +222% $GRAL (Grail) +208% $TEM (Tempus AI) +159% $DOGW (Dogwood Therapeutics) +144% $PLTR (Palantir) +58.5% $BABA (Alibaba) +46.8% $PDD (PDD Holdings) +28.1% $UBER (Uber) +25.7% $ARM (Arm Holdings) +24.4% $TSLA (Tesla) +20.3% $SHOP (Shopify) +18.7% $SQ (Block) +15.3% $PYPL (PayPal) +12.9% $ZM (Zoom) +10.2% Whos your top pick https://twitter.com/i/web/status/1890738532957769882 https://twitter.com/i/web/status/1890738532957769882"  
[X Link](https://x.com/anyuser/status/1890738532957769882)  2025-02-15T12:22Z [----] followers, [----] engagements


"Telecom Italia $TIT has spent years in the trenches struggling with debt customer losses and intense competition. But now its showing signs of a real turnaroundthanks to a major focus on free cash flow. The companys new guidance for [----] took the market by surprise with expectations for significantly higher cash flow than previously thought. Instead of barely scraping by TIM now sees itself generating enough cash to start paying dividends again in 2026something investors havent heard in years. Thats not to say everything is perfect. $TIT is still losing broadband and mobile customers at a"  
[X Link](https://x.com/anyuser/status/1890757706518261825)  2025-02-15T13:39Z [----] followers, [---] engagements


"Delivery Hero $DHER wrapped up [----] with a strong finish posting Q4 results that outpaced expectations thanks largely to a standout performance in the Middle East and North Africa (MENA). The company saw its gross merchandise volume (GMV) rise 16% year-over-year beating forecasts by 4% with MENA delivering an impressive 42% growth. Meanwhile Europe posted steady gains while Asia and the Americas faced challenges particularly in markets affected by hyperinflation. On the profitability side adjusted EBITDA for the full year is now expected to come in slightly ahead of consensus at [---] million"  
[X Link](https://x.com/anyuser/status/1890773057846882458)  2025-02-15T14:40Z [----] 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


"Straumann $STMN ended [----] on a high note delivering solid revenue growth and some encouraging signs of recovery in North America. For most of last year North America had been a weak spot lagging behind the rest of the companys global business. However in the final quarter the region started to show some momentum with growth picking up slightly from the previous quarter. While its not a dramatic turnaround it does indicate that the worst may be over and Straumanns efforts to regain lost ground in the region could start to bear fruit. Meanwhile Asia-Pacific continued to be the companys"  
[X Link](https://x.com/anyuser/status/1892222865203724376)  2025-02-19T14:41Z [----] followers, [---] engagements


"BASF $BAS recently took another big step forward in its non-core asset monetization strategy announcing the sale of its Brazilian decorative paints business to Sherwin-Williams for $1.15 billiona significantly higher price than expected. The Suvinil business a market leader in Brazil with a 25% share and [---] million in annual sales fetched a valuation well above initial estimates confirming that BASF is executing well on its disposal strategy. This is part of the companys broader push to divest non-core assets with more transactions expected in the coming months. The successful sale"  
[X Link](https://x.com/anyuser/status/1892251298420129994)  2025-02-19T16:34Z [----] followers, [---] engagements


"$BIC wrapped up [----] with a solid set of results exceeding expectations on both profitability and cash flow generation. Despite a slight decline in reported revenue the company demonstrated strong resilience showing a healthy underlying growth trend. More importantly BIC managed to improve its profitability with a stable operating margin and a solid bottom line proving that its cost discipline and pricing strategies are working. The companys cash flow generation was particularly impressive thanks to effective working capital management and lower-than-expected capital expenditures. This"  
[X Link](https://x.com/anyuser/status/1892589118736986275)  2025-02-20T14:56Z [----] followers, [---] engagements


"Taking it a bit slow these few days as 75% of the team is on the slopes ⛷🏂🏔 Back next week with our usual coverage"  
[X Link](https://x.com/anyuser/status/1893303480917344488)  2025-02-22T14:15Z [----] followers, [---] engagements


"The team is back from the slopes ⛷📷 🏔 Returning to our usual publications tomorrow 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 https://t.co/QSxtVJbwxF 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 https://t.co/QSxtVJbwxF"  
[X Link](https://x.com/anyuser/status/1894320180144009321)  2025-02-25T09:35Z [----] followers, [---] 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/anyuser/status/1894681490882981961)  2025-02-26T09:30Z [----] followers, [----] engagements


"In today's publication: FlatexDEGIRO $FTK Strong revenue growth but profitability lags. The company delivered better-than-expected top-line growth fueled by higher trading volumes and interest income but rising expenses particularly in staffing weighed heavily on EBITDA and margins. Cost management will be key in [----] as the company balances growth with financial discipline. Just Eat Takeaway $TKWY Prosus makes a bold move with a 63% premium. The [-----] per share cash offer is a substantial jump for shareholders but with Just Eats management fully supporting the deal it remains to be seen"  
[X Link](https://x.com/anyuser/status/1894738335857274974)  2025-02-26T13:16Z [----] followers, [----] engagements


"FlatexDEGIRO $FTK Q4 results highlight the companys ability to drive top-line growth but also underscore the cost pressures that are weighing on profitability. Revenue for the quarter came in well above expectations fueled by strong growth in both commission and interest income. Trading activity was robust with a notable increase in executed trades while interest income benefited from higher cash balances under custody. However despite these positives the sharp rise in expensesparticularly in staffingoffset much of the revenue gain leading to a weaker EBITDA performance. The company has been"  
[X Link](https://x.com/anyuser/status/1894753536099168706)  2025-02-26T14:17Z [----] followers, [---] engagements


"ASMi $ASM delivered another solid quarter beating expectations on revenue and profitability while maintaining its [----] guidance. The company saw particularly strong demand for its advanced logic and foundry technologies helping push Q4 revenue to the high end of its forecast range. However order intake came in lower than expected largely due to softening demand from China. Despite this ASMi remains confident in its long-term positioning particularly in its next-generation Gate-All-Around (GAA) transistor technology. The dip in orders was partly expected as some demand was pulled forward into"  
[X Link](https://x.com/anyuser/status/1894764861571428845)  2025-02-26T15:02Z [----] followers, [---] 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/anyuser/status/1895038428594536940)  2025-02-27T09:09Z [----] followers, [----] engagements


"Interparfums $ITP wrapped up [----] with a strong and predictable performance delivering results at the upper end of expectations. The companys operating profit rose by 11% with net profit following suit helped by a more normalized tax rate. Free cash flow generation was solid leaving Interparfums with a net cash position at year-enda notable turnaround from the net debt it held just six months prior. Shareholders will see a dividend increase of 10% along with another round of free shares continuing the companys long-standing policy of rewarding investors. For [----] the company raised its"  
[X Link](https://x.com/anyuser/status/1895136559843951033)  2025-02-27T15:39Z [----] followers, [---] engagements


"Just Eat Takeaway $TKWY is now officially in play with Prosus making a strong cash offer that values the company at a significant premium. At [-----] per share the offer represents a 63% jump from TKWYs previous closing price making it an attractive deal for shareholders who have seen the stock struggle in recent years. The premium is substantial but its not necessarily a knockout bidtheres still an open question as to whether another player like DoorDash might step in with a counteroffer. This is not a hostile takeover; its a friendly deal fully endorsed by TKWYs management and board. CEO"  
[X Link](https://x.com/anyuser/status/1895147130618028244)  2025-02-27T16:21Z [----] followers, [----] 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/anyuser/status/1895175566875377891)  2025-02-27T18:14Z [----] followers, [---] engagements


"Something tells me that the X algo is seeing @evfcfaddict a good fit with Lux Opes"  
[X Link](https://x.com/anyuser/status/1904084611702907302)  2025-03-24T08:15Z [----] followers, [----] engagements


"Hi everybody. Apologies for the long silence. Weve been dealing with some challenges in our team. But were almost there. In a few weeks well be picking up our coverage - hundreds of companies. Even more than before. Thanks for waiting. And see you soon"  
[X Link](https://x.com/anyuser/status/1912173883613905149)  2025-04-15T15:59Z [----] followers, 14.9K engagements


"Dino Polska $DNP: Steady Growth Tweaked Guidance Dino Polska continued its strong performance in Q2 [----] with sales climbing nearly 20% year-on-year. This growth was fueled by a combination of robust same-store sales (+9%) and aggressive store expansion. Lets dive in 👇"  
[X Link](https://x.com/LuxOpesResearch/status/1960961162251510167)  2025-08-28T07:02Z [----] followers, [----] engagements


"Bastide $BLC closed its financial year with a quarter that was reassuringly in line: sales grew solidly on an organic basis and full-year revenue landed where management said it would after stripping out businesses that are being sold"  
[X Link](https://x.com/LuxOpesResearch/status/1965771083933462812)  2025-09-10T13:35Z [----] 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


"Caution creeps into Strer's $SAX outlook but longer-term story is still in play. Strers latest update struck a more cautious tone than investors had hoped for with management reining in expectations for the year; instead of guiding for growth the company now expects recurring EBITDA to hold broadly flat. The move was prompted by a weaker advertising environment a theme that has been hanging over the German media sector since ProSiebenSat.1 issued its own warning. That said Strers caution seems more about tone than substance: the group still expects modest growth in the third quarter and the"  
[X Link](https://x.com/LuxOpesResearch/status/1970869831332200449)  2025-09-24T15:15Z [----] 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


"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


"Today's recap: Zalando $ZAL closed [----] strong with 15.3B GMV and 510M EBIT beating expectations. 🚀 With [----] growth targets raised the fashion e-commerce giant is set for another winning year. Virbac $VIRP grew [----] sales to 1.4B driven by strong demand for pet health products. 🐾 With a cautious [----] outlook and CEO transition ahead its a year of steadying the ship. Logistics real estate leader Argan $ARG delivered 9% earnings growth and a big dividend hike. 📦💰 Strong investments and a healthy balance sheet set up a bright [----]. MBB $MBB smashed [----] targets with record revenues and"  
[X Link](https://x.com/LuxOpesResearch/status/1881287051838120091)  2025-01-20T10:26Z [----] followers, [---] engagements


"Zalando $ZAL delivered some exciting news recently for investors sharing its preliminary results for [----] and theres a lot to like. The company reported gross merchandise volume (GMV) of [----] billion up 4.5% from the previous year. Revenues followed suit growing by 3.9% to [----] billion. These numbers slightly beat market expectations showing that Zalandos focus on attracting more customers and improving inventory sell-through really paid off. Whats even more impressive is how Zalando managed to boost its profits. Adjusted EBIT for the year hit [---] million smashing the companys guidance of"  
[X Link](https://x.com/LuxOpesResearch/status/1881343099055869963)  2025-01-20T14:08Z [----] followers, [---] engagements


"ICYMI latest is out👇 We discuss: Zalando $ZAL Virbac $VIRP Argan $ARG MBB $MBB Thermador $THEP PulluP $ALPUL Rio Tinto $RIO Richemont $CFR"  
[X Link](https://x.com/LuxOpesResearch/status/1881626967038153101)  2025-01-21T08:56Z [----] followers, [---] engagements


"Monday: Zalando $ZAL Virbac $VIRP Argan $ARG MBB $MBB Thermador $THEP PulluP $ALPUL Rio Tinto $RIO Richemont $CFR"  
[X Link](https://x.com/LuxOpesResearch/status/1883120721154691125)  2025-01-25T11:52Z [----] followers, [---] 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)  2025-02-14T09:05Z [----] 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


"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


"Temenos $TEMN wrapped up [----] on a high note beating expectations and showing that their shift to subscription-based revenue is really paying off. In the fourth quarter they pulled in $318.9 million which is up 8% from last year. Their subscription revenue alone jumped 59% to $105.8 million which helped make up for an 84% drop in license revenue. For the whole year their ARR went up 12% to $804.2 million hitting the upper end of their forecast. On the operational side the company's restructuring efforts really paid off. Their non-IFRS EBIT for Q4 increased 21% year-over-year to $120 million"  
[X Link](https://x.com/LuxOpesResearch/status/1879889341926801565)  2025-01-16T13:52Z [----] followers, [--] engagements


"In today's publication👇 Cellnex $CLNX Cellnex announced an 800M share buyback program exceeding expectations and signaling confidence in its financial health while maintaining investment-grade status. The initiative set to begin after the sale of Irish assets reflects its commitment to shareholder value. Whitbread $WTB Whitbread reported mixed results with UK accommodation sales flat but strong growth in Germany (+19% YoY). While RevPAR remains under pressure recent improvements and its Accelerating Growth Plan are expected to support long-term growth. SGS-Bureau Veritas $SGSN $BVI Talks of"  
[X Link](https://x.com/LuxOpesResearch/status/1880193849345417281)  2025-01-17T10:02Z [----] followers, [--] engagements


"Cellnex $CLNX a major player in Europes telecom tower market is making waves with its latest announcement. The companys board has signed off on an [---] million share buyback program which represents about 3.9% of its market value. This initiative will start once the sale of its Irish assets wraps upexpected in Q1 2025and its set to run until the end of the year. The purpose To reduce the number of shares on the market by canceling the ones it buys back. On top of that Cellnex is increasing its Total Return Equity Swap Agreement from [---] million to [---] million and extending its maturity to"  
[X Link](https://x.com/LuxOpesResearch/status/1880232092451143848)  2025-01-17T12:33Z [----] followers, [---] engagements


"ICYMI we recently discussed the latest on: LVMH $MC ASML $ASML Wacker Chemie $WCH SAP $SAP ID Logistics $IDL Sartorius $SRT Renk $R3NK Siemens Energy $ENR Lonza $LONN (link in bio) New post out Companies discussed today: LVMH $MC ASML $ASML Wacker Chemie $WCH SAP $SAP ID Logistics $IDL Sartorius $SRT Renk $R3NK Siemens Energy $ENR Lonza $LONN https://t.co/bER3dhOQaq New post out Companies discussed today: LVMH $MC ASML $ASML Wacker Chemie $WCH SAP $SAP ID Logistics $IDL Sartorius $SRT Renk $R3NK Siemens Energy $ENR Lonza $LONN https://t.co/bER3dhOQaq"  
[X Link](https://x.com/LuxOpesResearch/status/1884897480849899545)  2025-01-30T09:32Z [----] followers, [----] engagements


"At results Temenos $TEMN management expressed confidence in the companys ability to hit its targets emphasizing a strategic shift towards higher-growth areas like SaaS and cloud solutions. However the financial impact of these initiatives wont be fully realized until 2026-2027 largely due to the long sales cycles at major banks (tier [--] and tier 2). The companys outlook includes double-digit ARR growth mid-single-digit software licensing growth and marginal EBIT expansion but investors were left with more questions than answers after the announcement of the Multifonds divestment. The sale of"  
[X Link](https://x.com/LuxOpesResearch/status/1892613686734299287)  2025-02-20T16:34Z [----] followers, [---] engagements


"Momentum slowed considerably for Rovi $ROVI particularly in its contract development and manufacturing organization (CDMO) business which saw a significant revenue decline. However despite these challenges Q4 results exceeded the post-warning estimates showing that the business is holding up better than feared. Becat one of its key products delivered a strong rebound while newer treatments like Okedi showed promising growth. Profitability took a hit due to the weak CDMO performance compounded by one-off costs related to strategic evaluations and facility closures. The gross margin held up"  
[X Link](https://x.com/LuxOpesResearch/status/1894777695101444159)  2025-02-26T15:53Z [----] followers, [----] engagements


"And we're already out with a new one 💪 Look at all them companies 🧐 Inditex $ITX Lanson-BCC $ALLAN Prodways Group $ALPWG Rubis $RUI Redeia $RED Cirsa Enterprises $CIRSA Afyren $ALAFY Sch Environnement $SCHP Serge Ferrari $SEFER Chargeurs $CRI Jacquet Metals $JCQ Link in bio https://twitter.com/i/web/status/1966071501607624870 https://twitter.com/i/web/status/1966071501607624870"  
[X Link](https://x.com/LuxOpesResearch/status/1966071501607624870)  2025-09-11T09:29Z [----] followers, 13.8K 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


"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


"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


"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/anyuser/status/2016146670442950744)  2026-01-27T13:49Z [----] followers, [---] engagements


"https://www.luxopes.com/p/tech-quality-companies-and-a-lot https://www.luxopes.com/p/tech-quality-companies-and-a-lot"  
[X Link](https://x.com/LuxOpesResearch/status/2016855093413630214)  2026-01-29T12:45Z [----] followers, [---] engagements


"https://www.luxopes.com/p/ai-paint-and-shoes https://www.luxopes.com/p/ai-paint-and-shoes"  
[X Link](https://x.com/LuxOpesResearch/status/2018679364267729047)  2026-02-03T13:34Z [----] followers, [---] engagements

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