AI, paint and shoes
AkzoNobel, Adidas, Swatch Group, Scatec, SAP, 2CRSI, Julius Baer, ATOSS Software, Ermenegildo Zegna, Norma Group, Rémy Cointreau
Lux Opes Research
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
Cash transport, energy and best wishes
Prosegur, Virbac, STMicroelectronics, thyssenkrupp nucera, EXEL Industries, La Française de l’Énergie, CIE Automotive, Hoffmann Green, DEUTZ
Wine, packaging and lots of divestments
AdVini, Carl Zeiss Meditec, Emeis, Nanobiotix, Sopra Steria, Sanofi, Wendel, Fraport, Vidrala, Sava Re, Schneider Electric
Cruises, stock exchanges and major contract wins
TUI, PulluP Entertainment, Polytec, Figeac Aéro, Medincell, Carl Zeiss Meditec, Brunello Cucinelli, Deutsche Börse, Exosens, Puma
AI, mining and skin creme
Stabilus, Steyr Motors, thyssenkrupp, thyssenkrupp Marine Systems, Wolters Kluwer, L’Oréal, Swiss Re, Derichebourg, Rio Tinto