04 April 2025

FY 2024 closed with record figures

MBB SE

28 March 2025

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Solid Results Despite Rough Seas

Ernst Russ AG

20 March 2025

The Year of Transition Continues

PVA TePla

26 February 2025

Weak outlook with limited impact due to takeover talks

Gerresheimer AG

12 February 2025

FY24 in line with expectations

PVA TePla

17 January 2025

On track to become HomeToGrow

HomeToGo

16 December 2024

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Q3/24 Well performed in strong charter markets – upside to valuation

Ernst Russ AG

29 November 2024

Another Year of Transformation ahead

PVA TePla

22 November 2024

Mixed results – but growth case still intact

HomeToGo

20 November 2024

Another increase of FY 2024 guidance

MBB SE

06 November 2024

Dynamics in the valuation are out

Duerr AG

15 October 2024

Upgrade to Buy – The clearing event

Gerresheimer AG

13 October 2024

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Transformation into a more resilient business and growing-higher margins

Deutz AG

18 September 2024

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H1/24 – Strong Shipping markets support profitability

Ernst Russ AG

14 August 2024

Increase of FY 2024 guidance

MBB SE

07 August 2024

GLP-1 makes people lose weight while GXI might lose weight by divesting MG

Gerresheimer AG

19 June 2024

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Robust start in 2024

Ernst Russ AG

17 June 2024

PVA TePla: Mixed Q1 Results

PVA TePla

02 June 2024

Major KPI improvements and confirmation of FY24 guidance reinforce growth targets

HomeToGo

20 May 2024

MBB one of the top 1% most reliable dividend payers in Germany

MBB SE

14 May 2024

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Q1/24:Ahead of cautious expectations

Deutz AG

13 May 2024

Positive swing in valuation since our BUY recommendation

Duerr AG

05 May 2024

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Optimized Ship portfolio delivers strong operational performance

Ernst Russ AG

07 April 2024

Strong FY 2024 outlook

MBB SE

24 March 2024

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Transitional 24e–Growth to return in FY 25

Deutz AG

03 March 2024

FY23 forecast exceeded – Strong 2024 and midterm guidance

PVA TePla

26 February 2024

Valuation at lowest level since years

Duerr AG

04 December 2023

Strongest Q3 in HomeToGo’s history despite macroeconomic headwinds

HomeToGo

29 November 2023

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Strong FY23 – Consolidation in FY24e

Deutz AG

23 November 2023

Very low EV multiples make MBB an attractive investment

MBB SE

07 November 2023

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

PVA TePla

30 October 2023

How do they calculate their targets?

Duerr AG

04 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

19 September 2023

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Expected Strong operational performance confirmed in H1/23

Ernst Russ AG

17 August 2023

Slight reduction of FY 2023 guidance

MBB SE

06 August 2023

So far surprises fall out

Duerr AG

17 July 2023

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

Ernst Russ AG

30 May 2023

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Largely ahead of cautious expectation

Deutz AG

18 May 2023

High OI cannot boost the share

Duerr AG

16 April 2023

FY 2022 results

MBB SE

27 March 2023

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Well funded maritime sector player

Ernst Russ AG

15 March 2023

Valuation tends again to the downside

Duerr AG

14 February 2023

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Smart cooperation with Daimler truck in the combustion engine business

Deutz AG

06 December 2022

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Second profit warning

Bauer AG

24 November 2022

Sale of a majority stake in OBO-Werke

MBB SE

23 November 2022

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Gaining market share in a difficult environment

Gigaset AG

20 November 2022

Risks for 23, long-term view positive

Duerr AG

16 November 2022

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FY22e will meet original guidance

Deutz AG

13 November 2022

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Q3 as expected

Bauer AG

13 September 2022

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Further profit warning

Bauer AG

15 August 2022

Strong order intakes

MBB SE

10 August 2022

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Mixed Q2 with strong order backlog

Bauer AG

07 August 2022

Risk increase of downturn in FY 2023

Duerr AG

01 June 2022

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On the way up despite headwinds

Deutz AG

18 May 2022

Profit warning and recession ahead

Duerr AG

15 May 2022

High liquidity for further acquisitions

MBB SE

11 May 2022

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Positive start into the year

Bauer AG

27 April 2022

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Significant improvement in margin

Gigaset AG

07 April 2022

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FY 2021 targets reached

Bauer AG

06 March 2022

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Preliminary FY 2021 results in line with guidance

Bauer AG

22 February 2022

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Play on future global mega trends

Bauer AG

24 November 2021

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Significant margin improvement in Q3

Gigaset AG

17 November 2021

Solid 9M-21 figures

MBB SE

28 September 2021

Outlook adjustment/warning again?

Duerr AG

19 September 2021

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Strong & better than expected Q2

Gigaset AG

27 July 2021

Is Duerr starting a super-cycle again?

Duerr AG

20 May 2021

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Gigaset with solid Q1 2021 results

Gigaset AG

10 May 2021

New long-term sales target and changes in management

MBB SE

03 May 2021

Good Q3 results and sell speculation

HELLA GmbH & Co KGaA

21 April 2021

Gigaset with solid 2020 results & improved liquidity

Gigaset AG

29 March 2021

Gradual recovery ahead – supply chain disruptions to strain FY21

Deutz AG

11 March 2021

FY20 results overall solid – growth strategy gains traction

Schaltbau Holding AG

24 February 2021

Upper valuation range reached

Duerr AG

03 February 2021

Revaluation

MBB SE

25 November 2020

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Better than expected Q3 figures & return to profitability

Gigaset AG

11 November 2020

Turnaround takes time

Deutz AG

05 November 2020

Solid Q3 figures, 2021 uncertain

Duerr AG

02 November 2020

Overall stable 9M performance along with promising growth outlook

Schaltbau Holding AG

23 September 2020

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Q2 figures significantly impacted by Covid-19

Gigaset AG

20 September 2020

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

IBU-tec advanced materials AG

27 August 2020

A balanced portfolio pays off

MBB SE

24 August 2020

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Gigaset to seize high opportunities via its innovative segments

Gigaset AG

16 August 2020

Earnings plunge next to solid outlook to imply underpricing

Deutz AG

02 August 2020

Convincing first half-year 2020

Schaltbau Holding AG

29 July 2020

FY20 net loss and decreasing LTM income orders

Duerr AG

28 July 2020

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

HELLA GmbH & Co KGaA

22 June 2020

Feedback from Quirin conference

MBB SE

25 May 2020

V-shaped recovery in valuation done!

HELLA GmbH & Co KGaA

10 May 2020

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Hidden Greentec champion with current attractive valuation level

IBU-tec advanced materials AG

05 May 2020

Steady Q1 sales along with Covid-19 earnings burden

Schaltbau Holding AG

01 April 2020

Historic drop in car markets expected

HELLA GmbH & Co KGaA

26 March 2020

Temporary shutdown of major production facilities in Europe

Deutz AG

22 March 2020

Profit taking might not be over

Duerr AG

10 March 2020

Recent acquisitions pay off

MBB SE

02 March 2020

Operational weakness priced in

Deutz AG

13 January 2020

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

HELLA GmbH & Co KGaA

09 December 2019

Great 9M results, positive outlook

Schaltbau Holding AG

30 October 2019

Back on growth–Valuation stretched

LPKF Laser & Electronics

14 August 2019

Order pipeline to be refilled

LPKF Laser & Electronics

31 July 2019

Currently lack of positive catalysts

Duerr AG

24 July 2019

Take the dividend and sell

HELLA GmbH & Co KGaA

15 July 2019

Light and shadow

MBB SE

23 April 2019

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

Deutz AG

14 April 2019

Outperformance ahead – BUY now

HELLA GmbH & Co KGaA

10 April 2019

Racehorse: HRPK, NDA

7C Solarparken AG, Aurubis AG

06 February 2019

Strong FY18 - upbeat FY19 guidance

LPKF Laser & Electronics

13 January 2019

Maintaining contrarian to consensus - relief rally good opportunity to divest

HELLA GmbH & Co KGaA

04 November 2018

Major upside by more stable profits

Aurubis AG

16 October 2018

Strong Q3/18 Sales and order intake

LPKF Laser & Electronics

26 September 2018

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

HELLA GmbH & Co KGaA

12 August 2018

Peak scenario for EBIT margin…

HELLA GmbH & Co KGaA

30 July 2018

Deutz AG raises revenue and profit outlook for FY18

Deutz AG

18 July 2018

Market expectations too ambitious

HELLA GmbH & Co KGaA

12 July 2018

Strong Q2/18–start of renewed growth trend?

LPKF Laser & Electronics

23 May 2018

Solid Q1 figures and changes in management

Schaltbau Holding AG

25 April 2018

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

HELLA GmbH & Co KGaA

19 March 2018

2018 results confirm moderately positive outlook

Deutz AG

25 February 2018

Temporary growth set back?

Duerr AG

22 February 2018

Initiation of coverage: Growth to be restored

Schaltbau Holding AG