14 May 2024

Positive swing in valuation since our BUY recommendation

Duerr AG

06 May 2024

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Optimized Ship portfolio delivers strong operational performance

Ernst Russ AG

08 April 2024

Strong FY 2024 outlook

MBB SE

25 March 2024

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Transitional 24e–Growth to return in FY 25

Deutz AG

04 March 2024

FY23 forecast exceeded – Strong 2024 and midterm guidance

PVA TePla

27 February 2024

Valuation at lowest level since years

Duerr AG

05 December 2023

Strongest Q3 in HomeToGo’s history despite macroeconomic headwinds

HomeToGo

30 November 2023

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Strong FY23 – Consolidation in FY24e

Deutz AG

24 November 2023

Very low EV multiples make MBB an attractive investment

MBB SE

08 November 2023

PVA reports strong Q3 as well as 9m results and give strategic outlook

PVA TePla

31 October 2023

How do they calculate their targets?

Duerr AG

05 October 2023

PVA TePla: Semiconductor trends as promising growth drivers

PVA TePla

05 October 2023

HomeToShow: The stage is set, now it’s time the company and especially the P&L show that it is a HomeToGrow

HomeToGo

20 September 2023

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Expected Strong operational performance confirmed in H1/23

Ernst Russ AG

20 September 2023

Termination of coverage

Gigaset AG

18 August 2023

Slight reduction of FY 2023 guidance

MBB SE

07 August 2023

So far surprises fall out

Duerr AG

18 July 2023

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Expansion of ship portfolio and stabilization of charter rates lead to increased guidance

Ernst Russ AG

31 May 2023

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Largely ahead of cautious expectation

Deutz AG

19 May 2023

High OI cannot boost the share

Duerr AG

17 April 2023

FY 2022 results

MBB SE

28 March 2023

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Well funded maritime sector player

Ernst Russ AG

28 March 2023

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Results above 2022e Guidance & Successful Capital Increase

Bauer AG

16 March 2023

Valuation tends again to the downside

Duerr AG

15 February 2023

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Smart cooperation with Daimler truck in the combustion engine business

Deutz AG

07 December 2022

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Second profit warning

Bauer AG

25 November 2022

Sale of a majority stake in OBO-Werke

MBB SE

24 November 2022

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Gaining market share in a difficult environment

Gigaset AG

21 November 2022

Risks for 23, long-term view positive

Duerr AG

17 November 2022

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FY22e will meet original guidance

Deutz AG

14 November 2022

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Q3 as expected

Bauer AG

14 September 2022

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Further profit warning

Bauer AG

16 August 2022

Strong order intakes

MBB SE

16 August 2022

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Q2/22 above expectation-ongoing strong operational performance

Deutz AG

11 August 2022

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Mixed Q2 with strong order backlog

Bauer AG

08 August 2022

Risk increase of downturn in FY 2023

Duerr AG

02 June 2022

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On the way up despite headwinds

Deutz AG

19 May 2022

Profit warning and recession ahead

Duerr AG

16 May 2022

High liquidity for further acquisitions

MBB SE

12 May 2022

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Positive start into the year

Bauer AG

28 April 2022

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Significant improvement in margin

Gigaset AG

08 April 2022

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FY 2021 targets reached

Bauer AG

07 March 2022

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Preliminary FY 2021 results in line with guidance

Bauer AG

23 February 2022

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Play on future global mega trends

Bauer AG

25 November 2021

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Significant margin improvement in Q3

Gigaset AG

18 November 2021

Solid 9M-21 figures

MBB SE

29 September 2021

Outlook adjustment/warning again?

Duerr AG

20 September 2021

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Strong & better than expected Q2

Gigaset AG

28 July 2021

Is Duerr starting a super-cycle again?

Duerr AG

21 May 2021

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Gigaset with solid Q1 2021 results

Gigaset AG

11 May 2021

Q1 figures mixed bag, high valuation

Duerr AG

11 May 2021

New long-term sales target and changes in management

MBB SE

04 May 2021

Good Q3 results and sell speculation

HELLA GmbH & Co KGaA

22 April 2021

Gigaset with solid 2020 results & improved liquidity

Gigaset AG

30 March 2021

Gradual recovery ahead – supply chain disruptions to strain FY21

Deutz AG

12 March 2021

FY20 results overall solid – growth strategy gains traction

Schaltbau Holding AG

25 February 2021

Upper valuation range reached

Duerr AG

04 February 2021

Revaluation

MBB SE

26 November 2020

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Better than expected Q3 figures & return to profitability

Gigaset AG

12 November 2020

Turnaround takes time

Deutz AG

06 November 2020

Solid Q3 figures, 2021 uncertain

Duerr AG

03 November 2020

Overall stable 9M performance along with promising growth outlook

Schaltbau Holding AG

24 September 2020

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Q2 figures significantly impacted by Covid-19

Gigaset AG

21 September 2020

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We believe in Greentech business – IBU-tec with promising future

IBU-tec advanced materials AG

28 August 2020

A balanced portfolio pays off

MBB SE

25 August 2020

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Gigaset to seize high opportunities via its innovative segments

Gigaset AG

17 August 2020

Earnings plunge next to solid outlook to imply underpricing

Deutz AG

03 August 2020

Convincing first half-year 2020

Schaltbau Holding AG

30 July 2020

FY20 net loss and decreasing LTM income orders

Duerr AG

29 July 2020

20/21 guidance priced in; valuation at the top of the range since IPO

HELLA GmbH & Co KGaA

23 June 2020

Feedback from Quirin conference

MBB SE

26 May 2020

V-shaped recovery in valuation done!

HELLA GmbH & Co KGaA

11 May 2020

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Hidden Greentec champion with current attractive valuation level

IBU-tec advanced materials AG

06 May 2020

Steady Q1 sales along with Covid-19 earnings burden

Schaltbau Holding AG

02 April 2020

Historic drop in car markets expected

HELLA GmbH & Co KGaA

27 March 2020

Temporary shutdown of major production facilities in Europe

Deutz AG

23 March 2020

Profit taking might not be over

Duerr AG

11 March 2020

Market prices negative facts in

HELLA GmbH & Co KGaA

11 March 2020

Recent acquisitions pay off

MBB SE

03 March 2020

Operational weakness priced in

Deutz AG

14 January 2020

FY expectations broadly priced in; lack of upside surprise, high valuation

HELLA GmbH & Co KGaA

10 December 2019

Great 9M results, positive outlook

Schaltbau Holding AG

31 October 2019

Back on growth–Valuation stretched

LPKF Laser & Electronics

15 August 2019

Order pipeline to be refilled

LPKF Laser & Electronics

01 August 2019

Currently lack of positive catalysts

Duerr AG

25 July 2019

Take the dividend and sell

HELLA GmbH & Co KGaA

16 July 2019

Light and shadow

MBB SE

24 April 2019

Racehorse: Deutz AG: Great start into FY 2019 – Book to bill 1.1 in Q1/19

Deutz AG

15 April 2019

Outperformance ahead – BUY now

HELLA GmbH & Co KGaA

11 April 2019

Racehorse: HRPK, NDA

7C Solarparken AG, Aurubis AG

07 February 2019

Strong FY18 - upbeat FY19 guidance

LPKF Laser & Electronics

14 January 2019

Maintaining contrarian to consensus - relief rally good opportunity to divest

HELLA GmbH & Co KGaA

05 November 2018

Major upside by more stable profits

Aurubis AG

17 October 2018

Strong Q3/18 Sales and order intake

LPKF Laser & Electronics

27 September 2018

Toxic mix: WLTP, European car market cyclicality, US/China tensions

HELLA GmbH & Co KGaA

13 August 2018

Peak scenario for EBIT margin…

HELLA GmbH & Co KGaA

31 July 2018

Deutz AG raises revenue and profit outlook for FY18

Deutz AG

19 July 2018

Market expectations too ambitious

HELLA GmbH & Co KGaA

13 July 2018

Strong Q2/18–start of renewed growth trend?

LPKF Laser & Electronics

24 May 2018

Solid Q1 figures and changes in management

Schaltbau Holding AG

24 May 2018

Promising start into FY 2018

MBB SE

26 April 2018

Initiation: Remember summer 2015; Mid-term expectations look exaggerated

HELLA GmbH & Co KGaA

20 March 2018

2018 results confirm moderately positive outlook

Deutz AG

26 February 2018

Temporary growth set back?

Duerr AG

23 February 2018

Strong mid-term outlook

MBB SE

23 February 2018

Initiation of coverage: Growth to be restored

Schaltbau Holding AG