Seasonalities
Waste Management: Pricing Power as a Driver for Stock Performance at the Beginning of the Year
Waste Management is the largest waste disposal service provider in North America, offering comprehensive...
Colgate-Palmolive: The Operational Logic Behind the Seasonal Spring Momentum
Colgate-Palmolive is a globally operating consumer goods company focused on oral care, personal care,...
Virtu Financial: Why Market Chaos is now Becoming a Price Driver
Virtu Financial is a globally active market maker specializing in electronic trading of stocks, ETFs,...
Columbia Sportswear: This Winter Window Brings Profit Almost Every Year
Columbia Sportswear is an internationally active manufacturer of outdoor clothing, footwear, and equipment,...
Newmont Corporation: Why the Gold Giant is now in Focus for Investors
Newmont Corporation is an American mining company based in Denver, Colorado, and is considered the largest...
Applied Digital: Long-Term Hyperscaler Contracts Come into Focus
Applied Digital Corporation is a Dallas, Texas-based company specializing in the development, construction,...
Crown Castle: Infrastructure REIT Focused on Cellular Towers and Fiber Optics
Crown Castle is a US real estate investment trust specializing in providing wireless communication infrastructure....
E.ON: Winter Energy Consumption as a Stability Factor
E.ON is one of the largest European energy companies, focusing on energy distribution networks and customer...
Dick's Sporting Goods: Foot Locker integration becomes a central value lever
Dick's Sporting Goods is one of the largest US retailers of sporting goods and is increasingly positioning...
Zealand Pharma: Petrelintide emerges as a key project in the obesity market
Zealand Pharma is a Danish biotechnology company focused on the discovery, design, and development of...
Stryker: Aging Societies as a Reliable Demand Anchor
Stryker is one of the heavyweights in medical technology and benefits from structural trends that go...
Bayer: Glimmer of Hope Thanks to a Possible Landmark Ruling in the USA
Bayer is at a critical juncture between operational recovery and structural legacy issues. While the...
Uber: Holidays Drive Significantly More Mobility in Cities
Uber has long been more than just a ride-hailing app and has evolved into a global mobility platform...
Realty Income: European Expansion Picks Up Speed
Realty Income has built a business model over decades that relies on predictable rental income and long-term...
DocuSign: New Template Gallery opens the platform for smaller companies
DocuSign has established itself in an area where speed and reliability in handling business-relevant...
Hugo Boss: Winter fashion drives demand and visibility
Hugo Boss operates in an industry where style, brand identity, and global recognition are crucial, having...
ASML: Investment Budgets Support Order Intake in Winter
ASML operates at the heart of the modern chip industry, delivering the lithography systems without which...
Adyen: Higher Trading Volumes Drive Platform Usage in Winter
Adyen has developed into one of the most influential payment service providers in Europe in recent years...
Cognizant: New Major Order Strengthens Position in the Healthcare Sector
Cognizant is among the leading IT service providers that assist companies worldwide in modernizing their...
Okta: Companies Modernize Access Structures Before the Turn of the Year
Okta has established itself as a provider of identity solutions, helping companies securely manage access...
Hims & Hers: Telemedicine Becomes Especially Important in Winter
Hims & Hers has developed into a provider in the USA that dusts off health topics and makes them...
Super Micro Computer: Budget Effects of Hyperscalers and Cycles at the Start of the Year Drive the Stock
Super Micro Computer has significantly advanced with its servers and data center platforms during a phase...
United Internet: Christmas Business Drives Mobile Contracts
United Internet is a German telecommunications and internet company based in Montabaur, operating under...