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@mwbresearchProfessional equity research on mostly German stocks. Read and subscribe for free on the ResearchHub. We are MiFID 2 compliant. https://t.co/ZKVqRoaHPu
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#Stabilus: FY 2023/24: Revenue up 7.5% to EUR 1.31bn driven by Destaco acquisition, but weak organic growth of only 0.6% yoy. Diversification is promising but low margins and limited growth persists. Cut PT to EUR 42.00. BUY. research-hub.de
#Infineon’s stock has surged 15% in the past month, nearing our EUR 37.00 fair value, even as market headwinds persist. Infineon is better equipped than peers to tackle these challenges, therefore we reiterate to BUY with unchanged PT. research-hub.de
#LStelcom reported prelims for FY 23/24. Revenue of EUR 36.9m and EBIT of EUR -2.3m, both are within the forecast and slightly below our expectations. However, for FY 24/25, the company is expected to return to growth. BUY. research-hub.de
CVC Capital Partners plans a takeover offer for #CompuGroup Medical (CGM) at EUR 22.00 per share, representing a 51% premium to the 3-month average share price, and plans a subsequent delisting. We reiterate to BUY with a PT of EUR 27,50. research-hub.de
At our German Select Conference (watch here: research-hub.de/videos), #Siltronic energized its equity story, shedding light on its latest developments and industry dynamics. BUY. research-hub.de
At #Verbio SE's virtual Annual General Meeting (AGM) last Friday, the company discussed the challenges it faced in the past fiscal year (ended June 30), including disruptions in the biofuels market due to dumped biodiesel imports from China. BUY. research-hub.de
#Formycon AG's Formycon AG’s inclusion in the SDAX index, effective December 23, 2024, marks a significant milestone in the company’s growth trajectory. BUY. research-hub.de
#Hensoldt posts 29% revenue growth in Q3/24, with orders up 134%. Strong EUR 6.5bn backlog and low conflict exposure support resilient outlook. BUY. research-hub.de
#Elmos CEO Mr. Schneider made a strong impression at the German Select Conference, energizing the company’s equity story and wrapping up with an insightful Q&A, confirming our bullish thesis. A recording is available under research-hub.de/videos.
At our German Select conference, Manuel Bösing, Head of IR at #tonies, shared an update on the company’s growth trajectory. Watch the full recording here: research-hub.de/videos .BUY.
#ViromedMedical has signed an agreement to acquire all shares of pharmedix GmbH. The acquisition, valued at up to EUR 2.0 million and to be paid in Viromed shares, is expected to close on Jan. 1, 2025, subject to due diligence. We raise our PT. Spec. BUY. research-hub.de
#Duerr presented on our German Select conference where Senior Manager Corporate Communications & IR Mathias Christen provided an upbeat presentation about the company’s mid- to long-term outlook. We reiterate to BUY. research-hub.de
#HMSBergbau is exploring a long-term move towards critical materials, beyond coal. Its interest in Surefire Resources’ Victory Bore Vanadium Project showcases its future diversification strategy. BUY. research-hub.de
David Einhorn’s Greenlight Capital has acquired a sizeable 5.06% stake in #Lanxess AG, signaling undervaluation and potential rebound as volumes pick up. We reiterate our BUY rating. research-hub.de
#TUI is set to release its FY24/FQ4 results on December 11. FQ4 is its most critical quarter as it encompasses the peak European summer holiday season, contributing around 40% of annual revenue and nearly all operating profit. BUY. research-hub.de
#DeliveryHero’s subsidiary Glovo is transitioning from a freelance to an employment-based model for its delivery riders in Spain to address compliance risks amid ongoing litigation. This shift comes with significant financial impacts. BUY, with reduced PT. research-hub.de
#MTU forecasts revenues of EUR 8.3–8.5bn in 2025, supported by increased GTF engine production, the E9X ramp-up for Boeing’s 777X, and steady growth in military and spare parts segments. We raise our PT slightly to reflect higher sales in 2025–2026. HOLD. research-hub.de
#CTSEventim has completed the acquisition of a 17% stake in France Billet, bringing the total to 65%. The acquisition strengthens CTS Eventim's position in the ticketing market, complementing its global portfolio and recent expansions. HOLD, with a new PT. research-hub.de
#CicorTechnologies announced that OEP 80 B.V. (One Equity Partners) has converted its Mandatory Convertible Notes. This triggers a mandatory takeover offer under Swiss law. Cicor’s Board is expected to recommend rejecting the offer. BUY. research-hub.de
At this week's EK Forum we discussed trading conditions and strategy with #tonies. Head of IR Manuel Bösing will provide further insights at the mwb research German Select online conference on 3 December; interested investors are invited to register here: research-hub.de/events/registr…
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