mwb research (@mwbresearch) 's Twitter Profile
mwb research

@mwbresearch

Professional equity research on mostly German stocks. Read and subscribe for free on the ResearchHub. We are MiFID 2 compliant. research-hub.de/disclaimer

ID: 1458791419347451908

linkhttp://www.research-hub.de calendar_today11-11-2021 13:42:12

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#ATOSS Software’s Q2 2025 revenues grew 9% yoy to EUR 45.8m, again driven by the SaaS business, with revenues from cloud/subscription up 30% yoy. HOLD. research-hub.de

#ATOSS Software’s Q2 2025 revenues grew 9% yoy to EUR 45.8m, again driven by the SaaS business, with revenues from cloud/subscription up 30% yoy. HOLD. research-hub.de
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#Traton reported weak Q2 2025 results and cut its outlook. We reiterate SELL. research-hub.de $8TRA #Stocks #Earnings #Investing #TruckMakers #DAX #OutlookCut #Q22025

#Traton reported weak Q2 2025 results and cut its outlook. We reiterate SELL. research-hub.de
$8TRA #Stocks #Earnings #Investing #TruckMakers #DAX #OutlookCut #Q22025
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🚨 $PUM profit warning for FY25 ❌ Sales: –low double-digit ❌ EBIT turns negative: –€157m ❌ Weakness across all regions ⚠️ Downgraded to HOLD, PT €22 Brand relevance under pressure. Can #PUMA bounce back? Full report πŸ‘‰ research-hub.de #stocks #retail #profitwarning

🚨 $PUM profit warning for FY25
❌ Sales: –low double-digit
❌ EBIT turns negative: –€157m
❌ Weakness across all regions
⚠️ Downgraded to HOLD, PT €22
Brand relevance under pressure. Can #PUMA bounce back?
Full report πŸ‘‰ research-hub.de
 #stocks #retail #profitwarning
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#Verbio's Q4 FY25 results are expected to show early signs of operational recovery. A full turnaround remains unlikely at this stage but seems on the horizon. BUY. research-hub.de $VBK #Biofuels #Earnings #GreenEnergy #Investing #SmallCaps

#Verbio's Q4 FY25 results are expected to show early signs of operational recovery. A full turnaround remains unlikely at this stage but seems on the horizon. BUY. research-hub.de
$VBK #Biofuels #Earnings #GreenEnergy #Investing #SmallCaps
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#Nordex reported Q2 results above consensus. EBITDA rose significantly, lifting margin to 5.8% (+230bps yoy), supported by favorable market conditions. BUY. research-hub.de $NDX1 #Renewables #Earnings #Investing #WindEnergy

#Nordex reported Q2 results above consensus. EBITDA rose significantly, lifting margin to 5.8% (+230bps yoy), supported by favorable market conditions. BUY. research-hub.de
$NDX1 #Renewables #Earnings #Investing #WindEnergy
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#SUSSMicroTec ($SUSS) delivered a strong Q2 revenue beat but profitability fell short due to higher than expected cost pressure and one-offs. The profit warning offers a buying opportunity, BUY. research-hub.de #stocks #earnings #profitwarning #Semiconductors #SmallCaps

#SUSSMicroTec ($SUSS) delivered a strong Q2 revenue beat but profitability fell short due to higher than expected cost pressure and one-offs. The profit warning offers a buying opportunity, BUY. research-hub.de 
#stocks #earnings #profitwarning #Semiconductors #SmallCaps
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πŸ“’ Ahead of TUI’s Q3: Late Easter boost + strong summer bookings support 7.2% rev growth & ~17% EBIT jump YoY. #Cruises, #Hotels & pricing drive margin gains despite cost pressure. BUY reiterated, PT €16. 🌴✈️ #TUI #TravelStocks #Earnings #Tourism #UK #Germany

πŸ“’ Ahead of TUI’s Q3: Late Easter boost + strong summer bookings support 7.2% rev growth & ~17% EBIT jump YoY. #Cruises, #Hotels & pricing drive margin gains despite cost pressure. BUY reiterated, PT €16. 🌴✈️

#TUI #TravelStocks #Earnings #Tourism #UK #Germany
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πŸ“Š DrΓ€ger Q2 confirmed: Revenue +1.8% YoY (fx-adj.) to €780m, EBIT €20m. Medical shines (+5%), Safety dips (–2%). Orders jump +14.3% to €877m β€” best Q2 since 2020, led by Medical. Strong backlog supports H2. PT €72.00, HOLD maintained. #DrΓ€ger #MedTech #Earnings #Healthcare

πŸ“Š DrΓ€ger Q2 confirmed: Revenue +1.8% YoY (fx-adj.) to €780m, EBIT €20m. Medical shines (+5%), Safety dips (–2%). Orders jump +14.3% to €877m β€” best Q2 since 2020, led by Medical. Strong backlog supports H2. PT €72.00, HOLD maintained.

#DrΓ€ger #MedTech #Earnings #Healthcare
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πŸ”₯ #Siltronic Q2 beat on sales & EBITDA margin πŸ“ˆ πŸ“‰ H2 still soft, but 2026 could mark a sharp rebound as demand returns. πŸ’‘ Strategic positioning in silicon wafers + high leverage to recovery = compelling setup. βœ… BUY. πŸ”Ž Full view: research-hub.de #Semiconductors

πŸ”₯ #Siltronic Q2 beat on sales & EBITDA margin πŸ“ˆ
πŸ“‰ H2 still soft, but 2026 could mark a sharp rebound as demand returns.
πŸ’‘ Strategic positioning in silicon wafers + high leverage to recovery = compelling setup.
βœ… BUY. πŸ”Ž Full view: research-hub.de
#Semiconductors
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🚨 Heidelberg enters #defense via strategic deal with VINCORION πŸ”§πŸ›‘οΈ First step beyond print into military-grade power systems. Small near-term impact, but opens a high-margin, growth-rich vertical aligned with EU defense push. πŸ“ˆ BUY, PT €2.60 #Heidelberg #Defense #Stocks

🚨 Heidelberg enters #defense via strategic deal with <a href="/VINCORION_news/">VINCORION</a> πŸ”§πŸ›‘οΈ
First step beyond print into military-grade power systems.
Small near-term impact, but opens a high-margin, growth-rich vertical aligned with EU defense push.
πŸ“ˆ BUY, PT €2.60
#Heidelberg #Defense #Stocks
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🚨 TeamViewer Q2: βœ… Revenue +6% βœ… Enterprise +15% βœ… Adj. EBITDA +17% to €84m (44% margin!) πŸ“‰ 1E weak – H1 below target πŸ“Œ FY outlook confirmed, 1E needs H2 boost πŸ’ͺ Solid ops, cost control on point πŸ“ˆ #BUY rating, PT €15.50 #Earnings #Stocks #Tech research-hub.de

🚨 <a href="/TeamViewer/">TeamViewer</a>  Q2:
βœ… Revenue +6%
βœ… Enterprise +15%
βœ… Adj. EBITDA +17% to €84m (44% margin!)
πŸ“‰ 1E weak – H1 below target
πŸ“Œ FY outlook confirmed, 1E needs H2 boost
πŸ’ͺ Solid ops, cost control on point
πŸ“ˆ #BUY rating, PT €15.50
#Earnings #Stocks #Tech research-hub.de
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🚨 Update: @KoenigBauerAG with strong prelim Q2 πŸ’₯ πŸ“ˆ Sales +7% YoY, offsetting soft Q1 πŸ’ͺ Profitability improving significantly πŸ” Evaluating sale of non-core assets βœ… We reiterate: BUY πŸ‘‰ research-hub.de #KoenigBauer $SKB #Earnings #ValueStocks #Germany #Industrials

🚨 Update: @KoenigBauerAG with strong prelim Q2 πŸ’₯ πŸ“ˆ Sales +7% YoY, offsetting soft Q1 πŸ’ͺ Profitability improving significantly πŸ” Evaluating sale of non-core assets βœ… We reiterate: BUY
πŸ‘‰ research-hub.de
#KoenigBauer $SKB #Earnings #ValueStocks #Germany #Industrials
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πŸš€ Solid Q2 from Krones πŸ“¦ πŸ“Š Revenue €1.32bn (+0.6%), EBITDA €139m (+6.4%) – in line πŸ“ Orders €1.29bn, backlog €4.29bn πŸ’ͺ πŸ“ˆ H1: Revenue +6.7%, EBITDA margin 10.6% 🎯 FY guidance confirmed βœ… BUY Full reportπŸ‘‰research-hub.de #Krones $KRN #Earnings #Engineering

πŸš€ Solid Q2 from <a href="/KronesAG/">Krones</a> πŸ“¦
πŸ“Š Revenue €1.32bn (+0.6%), EBITDA €139m (+6.4%) – in line
πŸ“ Orders €1.29bn, backlog €4.29bn πŸ’ͺ
πŸ“ˆ H1: Revenue +6.7%, EBITDA margin 10.6%
🎯 FY guidance confirmed βœ… BUY 
Full reportπŸ‘‰research-hub.de
#Krones $KRN #Earnings #Engineering
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πŸ’Š Redcare Pharmacy Q2πŸ”₯ πŸ“ˆ Sales +26.5%, EBITDA +21% πŸ‡©πŸ‡ͺ German Rx +125% πŸš€ thanks to CardLink adoption πŸ“… FY25 guidance confirmed πŸ“² e-Rx momentum + license extension = LT growth drivers βœ… BUY Full report research-hub.de #Redcare $RDC #eHealth #Pharmacy #GrowthStock

πŸ’Š <a href="/RedcarePharmacy/">Redcare Pharmacy</a> Q2πŸ”₯
πŸ“ˆ Sales +26.5%, EBITDA +21%
πŸ‡©πŸ‡ͺ German Rx +125% πŸš€ thanks to CardLink adoption
πŸ“… FY25 guidance confirmed
πŸ“² e-Rx momentum + license extension = LT growth drivers
βœ… BUY
Full report research-hub.de
#Redcare $RDC #eHealth #Pharmacy #GrowthStock
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πŸ“‰ @TAKKT_AG Q2/H1 2025: Weak results, as pre-announced πŸ“¦ No short-term demand recovery expected ⚠️ Challenging macro persists βœ… Still rated BUY – long-term potential intact Full report: research-hub.de #TAKKT $TTK #Earnings #IndustrialSupplies #ValueStock #GermanStocks

πŸ“‰ @TAKKT_AG Q2/H1 2025: Weak results, as pre-announced
πŸ“¦ No short-term demand recovery expected
⚠️ Challenging macro persists
βœ… Still rated BUY – long-term potential intact
Full report: research-hub.de
#TAKKT $TTK #Earnings #IndustrialSupplies #ValueStock #GermanStocks
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πŸ–₯️ TeamViewer Q2 2025 Update πŸ” πŸ“ˆ Revenue +6%, Adj. EBITDA +17% β†’ 44% margin πŸ’ͺ πŸ’‘ Strong cost control πŸ“‰ 1E segment weak (rev. decline QoQ) 🎯 FY25 outlook confirmed βœ… BUY πŸ‘‰Full report: research-hub.de #TeamViewer $TMV #TechStocks #Earnings #Software #Growth

πŸ–₯️ <a href="/TeamViewer/">TeamViewer</a> Q2 2025 Update πŸ”
πŸ“ˆ Revenue +6%, Adj. EBITDA +17% β†’ 44% margin πŸ’ͺ
πŸ’‘ Strong cost control
πŸ“‰ 1E segment weak (rev. decline QoQ)
🎯 FY25 outlook confirmed
βœ… BUY
πŸ‘‰Full report: research-hub.de
#TeamViewer $TMV #TechStocks #Earnings #Software #Growth