Trading Room Notes
Exclusive from the EK Forum: These are the three growth markets for Kontron. Why there is a great opportunity for a positive surprise in cybersecurity!
Kontron (i) CFO Dr. Clemens Billek presented our model portfolio stock this morning on the second day...
Eigenkapitalforum Exclusive Report: 2G Energy CFO Anticipates Large Data Center Orders Within six Months. The Growth Forecast for 2026 is in Place.
I eagerly anticipated the presentation by 2G Energy (i) CFO Friedrich Pehle at the Eigenkapitalforum...
The 28-Point Plan Sparks Hope for Peace in Ukraine. Three Winning Stocks!
Since the end of last week, a 28-point plan has been circulating that is intended to finally lead to...
Ross Stores: Discounting to 52-Week Highs. Upgraded 2025 Guidance!
Ross Stores (ROST) is a leading discount retailer in the USA, operating under the brands Ross Dress...
Einhell: Berenberg Presents a new Buy Study Indicating a 35% Price Potential. What Supports the Company?
Berenberg Bank has released a new buy study for Einhell . The manufacturer of power tools and garden...
Curtiss-Wright: The USA are Planning to Build 10 Nuclear Power Plants. The new Business Potential is a Fantastic Growth Engine at $150 Million per Reactor!
The electricity demand in the USA is expected to increase by around 2% per year over the next 20 years,...
VAT Group Dominates 75% of the Market for High-Performance Valves and is Essential for AI Chip Factories. Fresh Long Signal!
NVIDIA exceeded expectations on the night of November 20, 2025, which also brings chip equipment suppliers...
Elbit Systems: Laser Weapons Generate Enormous Interest and are a Game Changer. These are the key Takeaways from the Conference Call!
We have successfully included Elbit Systems in our US model portfolio and are over 100% up. In recent...
Hypoport: Attractive Platform Company with a P/S Ratio of 1.1. Here's why the Stock is Exciting in the Medium Term!
Hypoport (i) is the parent company of a network of technology firms in the credit, housing, and insurance...
Amer Sports: This Outdoor and Sporting Goods Provider Grows by a Staggering 30%. Optimism for 2025 and 2026!
Amer Sports is known to few, yet its portfolio includes brands like Salomon (shoes), Wilson (tennis...
Pfisterer: The Silent Winner of the Siemens Energy Power Grid Boom?
One of the success stories of this stock market year is the stocks of Siemens Energy and the highly successful...
Planet Fitness: Higher Forecast for 2025 and Optimistic Outlook for 2028! Will the Fitness Chain Become a new Favorite?
The tech stocks are consolidating, and new favorites could emerge apart from that. The stock of Planet...
Suss Microtec Aims to Grow Faster Than the Semiconductor Market! The EBIT Margin is Expected to Rise from 11% to a Substantial 20-22%. Here's how Management Plans to Reach its Goals!
Suss Microtec (i) is a provider of chip equipment, such as backend lithography, wafer bonding, and photomask...
Bechtle: Business Development is Expected to Strengthen in Q4. The low Point has Been Passed. Long Potential!
The IT service provider Bechtle is navigating well through the currently challenging environment, characterized...
SMA Solar: Is Improvement in Sight from 2026? Metzler Released an Aggressive Buy Report!
SMA Solar is a global leader in photovoltaic and storage system technology. The company offers a wide...
Infineon: The AI Wave Creates an Enthusiastic Outlook and Should end in a Big Picture-Breakout!
Investors have had little joy with Infineon stock in recent years. The share price has been in a correction...
Ambarella: A Chip Stock Rising to a 52-Week High against the Trend. Drones and Edge AI as Growth Markets!
A new upswing in the stock of Ambarella stands out among the stocks at a 52-week high. Ambarella is a...
Secunet Security Raises 2025 Forecast. New Federal Budget Boosts Order Intake by 22%!
Secunet Security (i) is the pure player on the German stock market when it comes to cybersecurity. The...
Eli Lilly is the GLP-1 Market Leader with Revenue of $125 Billion by 2030. Here's why the Stock Still has 50% Potential!
The battle for the crown in the GLP-1 products market is fierce. Eli Lilly appears to be the emerging...
Xpeng: The New Star in the Stock Market for Robotaxis and Humanoids?
The stock of the Chinese electric vehicle manufacturer Xpeng stands out. Not only because the share price...
Is Elmos Being Born as a New Favorite? What Supports This and What the Growth Potential Looks Like Until 2030!
With a gap of less than 7% and a continuing breakout from the correction contrary to the overall market,...
Robinhood: The Next Move - a Closed Fund for Retail Investors to Invest in Private AI Companies!
Robinhood (i) exceeded expectations last quarter with a revenue doubling and a 259% increase in EPS....
Siemens Energy: The Story Behind Jefferies Raising the Price Target by 145%!
Siemens Energy is among the favorites this year because it addresses important areas of energy supply...