Moving Lux Opes to Ghost
We need more flexibility
Lux Opes Research
Soccer, chems and 'warnings'
Adyen, Georg Fischer, Borussia Dortmund, NORMA Group, Vicat, ALSO Holding, Coca-Cola Europacific Partners, DKSH, Enagás, Foncière INEA
Projectors, large asset sales and companies getting stolen
InPost, Barco, dsm-firmenich, X-FAB, TeamViewer, RENK, GN Store Nord, Coloplast, Novem, VINCI, Ørsted, Bénéteau, TUI
Ice cream, AI tailwinds and bombed out sectors reviving
Novo Nordisk, Tonies, ARM Holdings, Swiss Prime Site, The Magnum Ice Cream Company, ArcelorMittal, EU chemicals, SCOR, OMV, Siemens Healthineers, Infineon Technologies, Carlsberg, Novartis, Melexis
AI, paint and shoes
AkzoNobel, Adidas, Swatch Group, Scatec, SAP, 2CRSI, Julius Baer, ATOSS Software, Ermenegildo Zegna, Norma Group, Rémy Cointreau
Tech, quality companies and a lot of results
SAP, ASML, H&M, HighCo, Lonza, Logitech, Forsee Power, Givaudan, LVMH, Leonardo, Wacker Chemie, Compagnie des Alpes, KPN, ABB, STMicroelectronics
AI promises, rebound promises and take-outs
SAP, Sandvik, Sword Group, Sage Group, SRP Groupe, Ipsos, Azelis, Ericsson, Stabilus, Fnac Darty, Puma, Ryanair, ID Logistics, MBB, SFS
Parcel lockers, tires and potential multi-baggers
InPost, Sidetrade, Continental, Volkswagen, Burberry, Komax, Puma, Aryzta, Ubisoft, Deutsche Börse, Virbac
Jewelry, games and turnarounds
Richemont, Afyren, Gerresheimer, Swissquote Group, Thermador Groupe, PulluP Entertainment, Puig, Belimo, Zurich Insurance, Diagnostic Medical Systems, Neinor Homes, Komax Group
Cars, defence and strong rebounds
Porsche, Diageo, Abivax, Ipsos, Rosenbauer, Geberit, Ekinops, Tubacex, Partners Group, Rheinmetall, Cicor, Mercedes-Benz, VAT Group
Beer, drugs and busted stocks
TeamViewer, Brunello Cucinelli, Unite Group, BioNTech, ABB, Argenx, TFF, Soitec, Sodexo, Belimo, Tecan, Anheuser-Busch InBev, OVHcloud
Parcel lockers, pills and steel
Alcon, thyssenkrupp, InPost, Trigano, Pluxee, Redcare Pharmacy, Hoffmann Green, Argan, Saint-Gobain, Aperam, Séché Environnement, NEXT