Lux Opes Research

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Bottles, CDMOs and asset sales

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

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Panic, CT scanners and hearing aids

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

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Cars, liquor and children's music boxes

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

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Creams, semis and oil

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

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Cognac, cars and animal food

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

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Expensive bags, gas turbines and chips

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

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AI panic, planes and trench coats

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

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Perfumes, cars and a takeover

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

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Tires, weapons and drugs

Nemetschek, Nacon, Thales, Michelin, Generali, CFE, Neinor Homes, Ørsted, Adidas, Formycon

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Clothes, diamonds and stones

Zalando, Virbac, Argan, MBB, Thermador, Pullup, Rio Tinto, Richemont

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Telco towers, EV chargers and toilets

Cellnex, Whitbread, SGS-Bureau Veritas, McPhy Energy, Jerónimo Martins, Fastned, Rio Tinto, Esker, Geberit

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Chocolate, fashion and drugs

Lindt & Sprüngli, BB Biotech AG, bioMérieux, Temenos, Brunello Cucinelli, Ekinops, Moderna, Fortum

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