Research Feed

We provide daily updates on exciting investment cases for your portfolio

Th 09 January 2025
Philipp Sennewald

NFON remains an Alpha pick after strong operations in FY24e

NFON AGUpdate
We 08 January 2025
Philipp Sennewald

What lies ahead for BVB in 2025?

Borussia Dortmund GmbH & Co KGaAUpdate
Th 12 December 2024
Philipp Sennewald

Media income to increase // Easy draw for CWC

Borussia Dortmund GmbH & Co KGaAUpdate
Fr 29 November 2024
Philipp Sennewald

Strong residential & further improved total output; chg.

UBM Development AGPreview / Review
Philipp Sennewald

Operations on track but delisting ahead

S Immo AGPreview / Review
Fr 22 November 2024
Philipp Sennewald

Transformation fully on track – Initiate with BUY

mVISE AGInitiation
Philipp Sennewald

Strongly improved Q3 beats profitability estimates; chg.

NFON AGPreview / Review
We 20 November 2024
Philipp Sennewald

beaconsmind becomes Swissnet Group

beaconsmind AGUpdate
We 13 November 2024
Philipp Sennewald

Q3e: Further improving top-line & profitability, chg.

NFON AGPreview / Review
Tu 12 November 2024
Philipp Sennewald

Q3 in line with est.; consulting on the road to recovery

q.beyond AGPreview / Review
Philipp Sennewald

Refinancing finalized – Full focus on operations

DEMIRE AGUpdate

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