Megatrend Detection
Galapagos: A Split Should Finally Lead the Company out of No Man's Land
Galapagos suffered a severe setback in August 2020 and has largely been off the radar since then. The...
Elbit Systems: German Defense Subsidiary Becomes a Crucial Growth Factor
Due to the necessary rearmament in Europe, the mega-trend of "Aerospace/Defense" is currently dominated...
Ormat: Exceeded Revenue Forecast Creates 40% Return Potential for Investors
Ormat continues its above-average company growth with strong figures for the entire year of 2024. I already...
SES: The Satellite Giant Doubles its Market Potential Through the Intelsat Acquisition
In August 2024, we presented the Space Innovators ETF in our stock magazine. One reason for the significant...
PSI Software: Beneficiary of the Comeback of Industry 4.0 Under Friedrich Merz
For Industry 4.0 in Germany, there is renewed hope. After the term, which stands for the digitization...
Bechtle: The Leading IT Service Provider in the Public Sector Massively Benefits From the Special Fund
On Wednesday, my colleague Jörg Meyer named Bechtle AG as one of the ten largest beneficiaries of the...
Exelixis: Following a 170% Profit Increase, Groundbreaking Study Results in Cancer Therapy are Published
With nearly 10 million deaths per year, cancer is one of the leading causes of death overall. Therefore,...
BAE Systems: Likely the Biggest Beneficiary of European Rearmament
Trump's recent remarks towards Ukrainian President Zelensky and his fundamentally critical stance on...
Yum! Brands: Over 4,500 New Locations and AI Revolution Drive Stock to All-Time High
The solo dining trend is one of the factors why the popularity of restaurants has increased in many countries...
Jazz Pharmaceuticals: 60% Price Potential from Record Revenue and Success in Patent Dispute
The stock of Jazz remains highly interesting. In November 2024, I reported about the company's potentials,...
Bilibili: Booming Market for Mobile Games in China Leads to First Profits
China is currently the largest market for mobile games worldwide. In the third quarter of 2024, a revenue...
Dassault Aviation: Autonomous Combat Aircraft Capture Asia’s Military Markets
The demand for unmanned aerial vehicles is currently rising noticeably, as these can be used in military...
Bertrandt: With a new optimization strategy and autonomous driving out of the crisis
As a technical service provider in the automotive industry, Bertrandt had a challenging position in 2024....
Genpact: Following the record year 2024, AI agents continue to drive growth
The stock of Genpact is a perfect example of how our megatrend early warning system works. On August...
Krystal Biotech: Revenue Increase of 473% Thanks to Gene Therapy for Severe Skin Diseases
Many genetic skin diseases lead to significant limitations in quality of life. In the context of classical...
Thales: Unique Network Revolutionizes Communication in Space
On January 8, my colleague Thorsten Reich pointed out the typically seasonal strength of Thales' stock...
Universal Music: new Spotify Agreement Offers 46% Return Potential for Investors
Thanks to a strong focus on streaming and social media licensing, the digital music industry is currently...
Pilgrim’s Pride: Protein Supplier for the Fitness Boom With Significant Earnings and Margin Increase
More and more people are trying to reduce their consumption of beef and pork, as these are associated...
Samsara: AI-Based Solutions Save Customers Millions of Euros Annually
As part of our megatrend early alert system, we reported for the first time on Samsara on July 16, 2024....
Acadia Pharmaceuticals: DAYBUE on the Verge of Exclusivity in the EU, USA, and Canada
The stock of Acadia Pharmaceuticals has been on the watchlist for our early alert system for a long time....
RENK Group: Order Boom and Partnership With Defense Contractor Strengthen Market Position
Due to increasing geopolitical tensions and security policy uncertainties, many countries are currently...
Corsair Gaming: has the low Been Reached? New Product Launches Lead to Optimism
Corsair Gaming was able to benefit massively during the Corona pandemic from an explosive demand for...
Rubrik Positions Itself as a Leading Cybersecurity Provider for India's Digital Transformation
Companies worldwide are increasingly becoming targets of cyberattacks, particularly from so-called ransomware....