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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
LITE Lumentum Holdin...
TSLA TESLA INC ... (+14)

CoreWeave profitability; DeepSeek’s ASIC try; Semicap; PC pull-forward...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 9 names we followed last week, follow the link below.

LITE LUMENTUM HOLDINGS INC.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
2330 TSMC
00992 LENOVO GROUP LIMITED
3661 ALCHIP TECHNOLOGIES INC.
00700 TENCENT HOLDINGS LTD.
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
40978Z ASML HOLDING NV
2357 TT HUAWEI TECHNOLOGIES CO
ASUSTEK COMPUTER
08/18/25 August 18, 2025 1 EN
Nadège Tillier
  • Nadège Tillier
PREMIUM
EBK EnBW Energie Ba...
EOAN E.ON SE ... (+3)

E.ON, EnBW, RWE - German utilities: Mixed bag of 1H25 results

German utilities RWE, EnBW and E.ON published their 1H25 financial performance, which we would qualify as a mixed bag of results. Lower trading, lower power volumes and prices impacted RWE and EnBW the most. On the other hand, with its business model skewed toward network operations, E.ON performed strongly in the first six months of 2025. The latest financial results and strategic developments confirmed our fundamental views on the issuers. E.ON remains our favourite German utility but some of ...

EBK ENBW ENERGIE BADEN-WURTTEMBERG AG
EOAN E.ON SE
RWE RWE AG
08/18/25 August 18, 2025 1 EN
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
SREN SWISS RE AG
FORTUM FORTUM OYJ
HAL HAL TRUST
RWE RWE AG
08/15/25 August 15, 2025 1 EN
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
SREN SWISS RE AG
FORTUM FORTUM OYJ
HAL HAL TRUST
RWE RWE AG
08/15/25 August 15, 2025 1 FR
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
08/15/25 August 15, 2025 1 EN
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
08/15/25 August 15, 2025 1 FR
Cor Kluis ... (+2)
  • Cor Kluis
  • Julian Dobrovolschi
EOAN E.ON SE
RWE RWE AG
HLAG HAPAG-LLOYD AG
ADYEN ADYEN NV
VWS VESTAS WIND SYSTEMS
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
08/14/25 August 14, 2025 1 FR
Cor Kluis ... (+2)
  • Cor Kluis
  • Julian Dobrovolschi
EOAN E.ON SE
RWE RWE AG
POST OSTERREICHISCHE POST AG
HLAG HAPAG-LLOYD AG
ADYEN ADYEN NV
VWS VESTAS WIND SYSTEMS
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
08/14/25 August 14, 2025 1 EN
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
08/14/25 August 14, 2025 1 EN
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
08/14/25 August 14, 2025 1 FR
Oliver Metzger
  • Oliver Metzger
HNR1 HANNOVER RUECK SE
DEMANT DEMANT A/S
PKO PKO BANK POLSKI S.A.
MRK MERCK KGAA
EOAN E.ON SE
STMN STRAUMANN HOLDING AG
AENA AENA S.M.E. SA
08/13/25 August 13, 2025 1 EN
Oliver Metzger
  • Oliver Metzger
HNR1 HANNOVER RUECK SE
DEMANT DEMANT A/S
PKO PKO BANK POLSKI S.A.
MRK MERCK KGAA
EOAN E.ON SE
STMN STRAUMANN HOLDING AG
AENA AENA S.M.E. SA
08/13/25 August 13, 2025 1 FR
Oliver Metzger
  • Oliver Metzger
08/13/25 August 13, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
ANET Arista Networks... ... (+9)

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ALIV SDB APPLE INC.
08/11/25 August 11, 2025 1 EN
Julian Dobrovolschi
  • Julian Dobrovolschi
ENX EURONEXT NV
MT ARCELORMITTAL SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
MUV2 MUNICH REINSURANCE COMPANY
AFX CARL ZEISS MEDITEC AG
OMV OMV AG
ORSTED ORSTED
RTLL RTL GROUP S.A.
08/11/25 August 11, 2025 1 FR
Julian Dobrovolschi
  • Julian Dobrovolschi
ENX EURONEXT NV
MT ARCELORMITTAL SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
MUV2 MUNICH REINSURANCE COMPANY
AFX CARL ZEISS MEDITEC AG
OMV OMV AG
ORSTED ORSTED
RTLL RTL GROUP S.A.
08/11/25 August 11, 2025 1 EN
Thomas J. Schiessle
  • Thomas J. Schiessle
EUR 290.00
AFX Carl Zeiss Medi...

25er Guidance erreichbar, aber US-Zölle und FX-Effekte belasten

Q3/25 wurde durch negative FX-Effekte und US-Zölle gedämpft (YoY in CC: Q3-Umsatz/ Q3-EBITA: +3,5 %/ +9 %), die Vollkonsolidierung DORC unterstützte das Volumenwachstum - die adj. Marge stieg YoY um 50 BP auf 7,7 %. Die Orderdynamik, und damit die Produktionsreichweite, nahm jüngst zu. Das 9M/25-adj. EPS erreichte € 1,24 (9M/24: € 1,35).

AFX CARL ZEISS MEDITEC AG
08/11/25 August 11, 2025 5 DE
Thomas J. Schiessle
  • Thomas J. Schiessle
EUR 290.00
AFX Carl Zeiss Medi...

25 guidance achievable, but US tariffs and FX effects are a burden

Q3/25 was dampened by negative FX effects and US tariffs (YoY in CC: Q3 revenue/Q3 EBITA: +3.5%/+9%), the full consolidation of DORC supported volume growth - the adjusted margin increased by 50 BP YoY to 7.7%. Order dynamics, and thus production capacity, have recently increased. The 9M/25 adjusted EPS reached €1.24 (9M/24: €1.35).

AFX CARL ZEISS MEDITEC AG
08/11/25 August 11, 2025 4 EN
Oliver Metzger
  • Oliver Metzger
AFX CARL ZEISS MEDITEC AG
08/11/25 August 11, 2025 1 EN
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
PEO BANK POLSKA KASA OPIEKI SA
G1A GEA GROUP AG
CBK COMMERZBANK AG
CEZ CEZ AS
AFX CARL ZEISS MEDITEC AG
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
MRK MERCK KGAA
G ASSICURAZIONI GENERALI S.P.A.
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
CRG CRH PLC
LEG LEG IMMOBILIEN AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
DRI 1&1 DRILLISCH AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
ENR SIEMENS ENERGY AG
CTPNV CTP NV
H2O HIDROELECTRICA S.A.
UN0 UNIPER SE
08/07/25 August 7, 2025 1 EN
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