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Lux Opes Research

We cover European companies. Lots of them.

LNG, funds and toilets

LNG, funds and toilets

Fresenius Medical Care, Allfunds, Vicat, GTT, Prosegur, SCOR, Adtran, Nemetschek, AT&S, Geberit, Evonik, Coloplast, BioNTech SE, Atrys Health

04 Nov 2025 20 min read

Music, transporting money and CEOs leaving

Music, transporting money and CEOs leaving

UMG, Puig, X-FAB, 2CRSi, dsm-firmenich, Imerys, Aixtron, Pluxee, Argenx, Prosegur Cash, Scout24, Saint-Gobain, Stellantis, TF1, WPP

31 Oct 2025 22 min read

Drugs, weights and more profit warnings

Drugs, weights and more profit warnings

SUSS MicroTec, Banijay, PVA TePla, Basic-Fit, La Française de l’Énergie, Symrise, Novartis, BB Biotech, Sika, Siltronic, Hensoldt, Porsche, Palfinger, SIG

28 Oct 2025 25 min read

Beer, face masks and a lot of releases

Beer, face masks and a lot of releases

Dassault Systèmes, Azelis, STMicroelectronics, Rieter, MTU Aero Engines, TeamViewer, Exail, Steyr Motors, Adidas, SAP, Roche, Heineken, Crit, FlatexDEGIRO, L’Oréal, Fnac, Kering, Rovi, Icade

23 Oct 2025 26 min read

Fitness, glasses and clouds

Fitness, glasses and clouds

Aixtron, Basic-Fit, Assa Abloy, EssilorLuxottica, Vienna Insurance Group, Volvo, Diagnostic Medical Systems, Atos, Forvia, Edenred, Aryzta, Accelleron, Getlink, VAT Group, OVHcloud

21 Oct 2025 24 min read

Purses, robots and crashes

Purses, robots and crashes

ASML, Ekinops, Faes Farma, FlatexDEGIRO, Telekom Austria, Havas, LVMH, ABB, HighCo, Barco, Sartorius Stedim Biotech, GL Events, VAT Group, Sidetrade

16 Oct 2025 18 min read

Trades, coatings and potential recoveries

Trades, coatings and potential recoveries

Stellantis, Publicis, SÜSS MicroTec, Givaudan, Foncière INEA, Bossard, FlatexDEGIRO, Palfinger, ASML, Ericsson, BASF, Sidetrade, Tecan Group

14 Oct 2025 15 min read

Fruit, GLP-1s and profit warnings

Fruit, GLP-1s and profit warnings

Mobilezone, Aryzta, BMW, Ypsomed, Gerresheimer, CTAC, Repsol, SEB, Voyageurs du Monde, Aston Martin Lagonda, Agrana

09 Oct 2025 13 min read

Spinning systems, steel & oil and ice cream

Spinning systems, steel & oil and ice cream

thyssenkrupp, Shell, Kaufman & Broad, BASF, Rieter, Unilever, Acciona, LDC, European Spirits, Valneva, Redcare Pharmacy, OMV

07 Oct 2025 14 min read

DIY, luxury fashion and Russian controversies

DIY, luxury fashion and Russian controversies

Diagnostic Medical Systems, Brunello Cucinelli, Argan, Hornbach, CCC, Solaria, Lhyfe, OSE Immunotherapeutics, Arcadis, Aperam

02 Oct 2025 12 min read

Soccer, vegetables and animations

Soccer, vegetables and animations

Carnival, Borussia Dortmund, Gensight Biologics, Bonduelle, Doosan Škoda Power, Xilam, Alten, Montana Aerospace, Waga Energy, Ecoener, Marie Brizard Wine & Spirits, Cegedim, Lufthansa, Kendrion

30 Sep 2025 16 min read

Fast fashion, new & old energy and RVs

Fast fashion, new & old energy and RVs

Ferrari Group, Carbios, Vogo, Trigano, H&M, Lanxess, Guerbet, Synergie, Crit, Arverne Group, TotalEnergies, MFE, Grenergy Renovables, IDI, Infotel

25 Sep 2025 16 min read

Cruises, chips and profit warnings

Cruises, chips and profit warnings

TUI, Savencia, Guerbet, Answear.com, HDF Energy, Salzgitter, Altamir, Figeac Aero, Aena, Ströer, ASM International, Genfit, OSE Immunotherapeutics, Porsche

23 Sep 2025 16 min read

Steel, marketplaces and drugs

Steel, marketplaces and drugs

Assystem, Arcure, Aubay, Sidetrade, Allegro, Peugeot, Transgene, Bolloré, LNA Santé, Nanobiotix, Solutions 30, thyssenkrupp, NEXT

18 Sep 2025 14 min read

Champagne, cookies and green coats

Champagne, cookies and green coats

Roche Bobois, Vranken Pommery, Greencoat Renewables, Vetoquinol, Exail Technologies, Deutsche Telekom, Robertet, VusionGroup, Virbac, Dassault Aviation, Gamma Communications, Forsee Power

16 Sep 2025 13 min read

Clothes, gambling and metal jackets

Clothes, gambling and metal jackets

Inditex, Lanson-BCC, Prodways, Rubis, Redeia, Cirsa Enterprises, Afyren, Séché Environnement, Serge Ferrari, Chargeurs, Jacquet Metals

11 Sep 2025 15 min read

Telcos, tires and fast food

Telcos, tires and fast food

Deutsche Telekom, Phoenix Group, Michelin, Interparfums, AmRest, STEF, Gamma Communications, NN Group, Bastide

09 Sep 2025 14 min read

Planes, cement and LEDs

Planes, cement and LEDs

Figeac Aéro, Hoffmann Green, bioMérieux, Care Property Invest, Swiss Life, Voltalia, Zumtobel, CVC Capital Partners, Dormakaba

04 Sep 2025 12 min read

Parcel lockers, security systems and airplanes

Parcel lockers, security systems and airplanes

InPost, Lanvin Group, Transport Trade Services, ING, Dormakaba, eDreams ODIGEO, SMA Solar Technology

02 Sep 2025 9 min read

Perfumes, eye wear and online food

Perfumes, eye wear and online food

Givaudan, Accelleron, Branicks, Van Lanschot Kempen, Fielmann, Delivery Hero, CA Immobilien, Ageas, Eurocash, SIF, UBM Development

29 Aug 2025 11 min read

Pumas, Dinos and SaaS stuff

Pumas, Dinos and SaaS stuff

Puma, The Platform Group, Dino, Pfisterer, Dermapharm, Unifiedpost

26 Aug 2025 6 min read

CDMOs, trading platforms and food delivery

CDMOs, trading platforms and food delivery

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

26 Feb 2025 9 min read

Dental implants, pens and hotels

Dental implants, pens and hotels

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

19 Feb 2025 9 min read

Fashion, payment providers and gas turbines

Fashion, payment providers and gas turbines

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

14 Feb 2025 10 min read

Soccer, music and beaches

Soccer, music and beaches

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

12 Feb 2025 8 min read

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