Research Feed

We provide daily updates on exciting investment cases for your portfolio

Fr 16 May 2025
Christian Sandherr

Soft Q1 numbers // guidance confirmed

Semperit AG HoldingUpdate
Konstantin Völk

Soft Q1 numbers due to postponements into H2’25e

MAX Automation SEUpdate
Th 15 May 2025
Christian Sandherr

Solid start into the year // record high order backlog

Rosenbauer International AGUpdate
Tu 06 May 2025
Christian Sandherr

Overlooked niche player, Initiating coverage with BUY

Semperit AG HoldingInitiation
Mo 14 April 2025
Christian Sandherr

Turnaround achieved // strong final FY24 results; chg. est.

Rosenbauer International AGUpdate
Fr 21 March 2025
Konstantin Völk

Mixed FY24 due to investment reluctance in automotive; Chg.

MAX Automation SEPreview / Review
We 19 February 2025
Christian Sandherr

Solid preliminary FY24 numbers but soft order intake; chg. est.

R. STAHL AGUpdate
Mo 17 February 2025
Christian Sandherr

Strong prelim. FY24 numbers and FY25e outlook; chg. est. & PT

Rosenbauer International AGUpdate
Th 09 January 2025
Christian Sandherr

Outlook into FY25e: another strong year ahead for Rosenbauer

Rosenbauer International AGUpdate
Konstantin Völk

Mixed FY25e outlook due to restrained demand; chg. est.

MAX Automation SEUpdate
We 08 January 2025
Christian Sandherr

Mixed FY25e outlook due to low order books

R. STAHL AGUpdate

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