Archive - Lux Opes Research

CDMOs, trading platforms and food delivery

FlatexDEGIRO, Just Eat Takeaway, ASMi, SFC Energy, Laboratorios Rovi, Interparfums, Gerresheimer, FACC and SES

Feb 26 •

Lux Opes Research

Dental implants, pens and hotels

Straumann, Jost-Werke, BIC, BAE Systems, MTU Aero Engines, BASF, Temenos, Oerlikon, Intercontinental Hotels and Ontex

Feb 19 •

Lux Opes Research

Fashion, payment providers and gas turbines

Moncler, Telecom Italia, Adyen, EssilorLuxottica, Flow Traders, Delivery Hero, Thyssenkrupp, Ceconomy, Siemens Energy, United Internet and Safran

Feb 14 •

Lux Opes Research

Soccer, music and beaches

Borussia Dortmund, CANCOM, UMG, Verallia, Schott Pharma, Siemens Energy, Waga Energy, TUI, Carl Zeiss Meditec and M6

Feb 12 •

Lux Opes Research

Bottles, CDMOs and asset sales

Pernod Ricard, Guerbet, Savencia, Azelis, VINCI, Capgemini, Wallix, Gerresheimer, Laboratorios Rovi and BASF

Feb 10 •

Lux Opes Research

Panic, CT scanners and hearing aids

Soitec, L’Oréal, Siemens Healthineers, Porsche, X-Fab, GN Store Nord, ArcelorMittal, Compass Group, Aurubis and Rational

Feb 7 •

Lux Opes Research

Cars, liquor and children's music boxes

Ferrari, Vodafone, Siltronic, Melexis, Infineon, Dassault Systèmes, Diageo, Assa Abloy, Tonies and Formycon

Feb 5 •

Lux Opes Research

Creams, semis and oil

Kaufman & Broad, Novartis, Nokia, Soitec, Carmat, Autoliv, K+S, SKF and OMV

Feb 3 •

Lux Opes Research

January 2025

Cognac, cars and animal food

Volvo, Manitou, Solutions 30, Symrise, WDP, Roche, Puma, DSM-Firmenich, Swatch, STMicroelectronics and Rémy Cointreau

Jan 31 •

Lux Opes Research

Expensive bags, gas turbines and chips

LVMH, ASML, Wacker Chemie, SAP, ID Logistics, Sartorius, Siemens Energy, RENK and Lonza

Jan 29 •

Lux Opes Research

AI panic, planes and trench coats

DeepSeek, Ryanair, GenSight, European Cloud, Stabilus, BASF, Ericsson, Burberry and GL Events

Jan 27 •

Lux Opes Research

Perfumes, cars and a takeover

La Française de l’Energie, Ericsson, Givaudan, Sidetrade, Salzgitter, Autoneum, Interparfums, Sandvik, Schaeffler, Puma and Porsche

Jan 24 •

Lux Opes Research

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