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Lux Opes Research

We cover European companies. Lots of them.

Moving Lux Opes to Ghost

Moving Lux Opes to Ghost

We need more flexibility

25 Feb 2026 1 min read

Soccer, chems and 'warnings'

Soccer, chems and 'warnings'

Adyen, Georg Fischer, Borussia Dortmund, NORMA Group, Vicat, ALSO Holding, Coca-Cola Europacific Partners, DKSH, Enagás, Foncière INEA

17 Feb 2026 14 min read

Projectors, large asset sales and companies getting stolen

Projectors, large asset sales and companies getting stolen

InPost, Barco, dsm-firmenich, X-FAB, TeamViewer, RENK, GN Store Nord, Coloplast, Novem, VINCI, Ørsted, Bénéteau, TUI

10 Feb 2026 20 min read

Ice cream, AI tailwinds and bombed out sectors reviving

Ice cream, AI tailwinds and bombed out sectors reviving

Novo Nordisk, Tonies, ARM Holdings, Swiss Prime Site, The Magnum Ice Cream Company, ArcelorMittal, EU chemicals, SCOR, OMV, Siemens Healthineers, Infineon Technologies, Carlsberg, Novartis, Melexis

05 Feb 2026 21 min read

AI, paint and shoes

AI, paint and shoes

AkzoNobel, Adidas, Swatch Group, Scatec, SAP, 2CRSI, Julius Baer, ATOSS Software, Ermenegildo Zegna, Norma Group, Rémy Cointreau

03 Feb 2026 18 min read

Tech, quality companies and a lot of results

Tech, quality companies and a lot of results

SAP, ASML, H&M, HighCo, Lonza, Logitech, Forsee Power, Givaudan, LVMH, Leonardo, Wacker Chemie, Compagnie des Alpes, KPN, ABB, STMicroelectronics

29 Jan 2026 26 min read

AI promises, rebound promises and take-outs

AI promises, rebound promises and take-outs

SAP, Sandvik, Sword Group, Sage Group, SRP Groupe, Ipsos, Azelis, Ericsson, Stabilus, Fnac Darty, Puma, Ryanair, ID Logistics, MBB, SFS

27 Jan 2026 27 min read

Parcel lockers, tires and potential multi-baggers

Parcel lockers, tires and potential multi-baggers

InPost, Sidetrade, Continental, Volkswagen, Burberry, Komax, Puma, Aryzta, Ubisoft, Deutsche Börse, Virbac

22 Jan 2026 20 min read

Jewelry, games and turnarounds

Jewelry, games and turnarounds

Richemont, Afyren, Gerresheimer, Swissquote Group, Thermador Groupe, PulluP Entertainment, Puig, Belimo, Zurich Insurance, Diagnostic Medical Systems, Neinor Homes, Komax Group

20 Jan 2026 21 min read

Cars, defence and strong rebounds

Cars, defence and strong rebounds

Porsche, Diageo, Abivax, Ipsos, Rosenbauer, Geberit, Ekinops, Tubacex, Partners Group, Rheinmetall, Cicor, Mercedes-Benz, VAT Group

15 Jan 2026 23 min read

Beer, drugs and busted stocks

Beer, drugs and busted stocks

TeamViewer, Brunello Cucinelli, Unite Group, BioNTech, ABB, Argenx, TFF, Soitec, Sodexo, Belimo, Tecan, Anheuser-Busch InBev, OVHcloud

13 Jan 2026 25 min read

Parcel lockers, pills and steel

Parcel lockers, pills and steel

Alcon, thyssenkrupp, InPost, Trigano, Pluxee, Redcare Pharmacy, Hoffmann Green, Argan, Saint-Gobain, Aperam, Séché Environnement, NEXT

07 Jan 2026 23 min read

Cash transport, energy and best wishes

Cash transport, energy and best wishes

Prosegur, Virbac, STMicroelectronics, thyssenkrupp nucera, EXEL Industries, La Française de l’Énergie, CIE Automotive, Hoffmann Green, DEUTZ

18 Dec 2025 17 min read

Wine, packaging and lots of divestments

Wine, packaging and lots of divestments

AdVini, Carl Zeiss Meditec, Emeis, Nanobiotix, Sopra Steria, Sanofi, Wendel, Fraport, Vidrala, Sava Re, Schneider Electric

16 Dec 2025 16 min read

Cruises, stock exchanges and major contract wins

Cruises, stock exchanges and major contract wins

TUI, PulluP Entertainment, Polytec, Figeac Aéro, Medincell, Carl Zeiss Meditec, Brunello Cucinelli, Deutsche Börse, Exosens, Puma

11 Dec 2025 16 min read

AI, mining and skin creme

AI, mining and skin creme

Stabilus, Steyr Motors, thyssenkrupp, thyssenkrupp Marine Systems, Wolters Kluwer, L’Oréal, Swiss Re, Derichebourg, Rio Tinto

09 Dec 2025 13 min read

Fitness clubs, fashion and parcel lockers

Fitness clubs, fashion and parcel lockers

Hugo Boss, Basic-Fit, Inditex, Eramet, Aurubis, Wavestone, Pierre & Vacances, STMicroelectronics, Zumtobel, Quadient, Airbus, Bilfinger

04 Dec 2025 17 min read

Ski resorts, restructurings and busted casinos

Ski resorts, restructurings and busted casinos

Compagnie des Alpes, SMCP, Sika, Xilam, Casino, Autoneum, Vivendi, LVMH, Transport Trade Services, Airbus, Bilfinger, Eurocash

02 Dec 2025 18 min read

Booze, casinos and jewelry (transport)

Booze, casinos and jewelry (transport)

Rémy Cointreau, Cirsa Enterprises, UBM Development, Safestore, Hugo Boss, CA Immo, Ferrari Group, Trigano, K+S, Infineon Technologies, Wallix, HBX Group

27 Nov 2025 18 min read

Payment solutions, semis and a lot of pressured share prices

Payment solutions, semis and a lot of pressured share prices

easyJet, Prosus, Aixtron, Straumann, Soitec, Ubisoft, Bigben Interactive, Pfisterer, ElringKlinger, Intertek, Adyen, Eurocash

25 Nov 2025 19 min read

Defense, online retail and broken (e)dreams

Defense, online retail and broken (e)dreams

eDreams ODIGEO, Answear.com, Rheinmetall, Soitec, Kapsch TrafficCom, Allegro, PORR, Flughafen Wien, Nokia, Pfisterer, CFE, UNIQA, Glanbia

20 Nov 2025 22 min read

Jewelry, soccer and music boxes

Jewelry, soccer and music boxes

Dürr, Tonies, UNIQA Insurance Group, TotalEnergies, Richemont, WPP, Nagarro, ams-OSRAM, Borussia Dortmund, Big Yellow Group, Bechtle, Symrise, Flughafen Wien

18 Nov 2025 21 min read

Advertising, insurance and legal battles

Advertising, insurance and legal battles

Brenntag, Munich Re, Patrizia, LISI, Ströer, Knaus Tabbert, SAF-Holland, Swiss Life, Infineon Technologies, Bayer, Jungheinrich, FACC

12 Nov 2025 19 min read

Payment solutions, drinks and sunrises

Payment solutions, drinks and sunrises

Adyen, Infineon Technologies, Diageo, Sunrise, Salzgitter, Tecnicas Reunidas, AUTO1, TKH Group, INWIT, United Internet Group, K+S, Hensoldt, Stabilus

11 Nov 2025 19 min read

Medtech, telcos and AI fears

Medtech, telcos and AI fears

Ferrari, Novo Nordisk, Wolters Kluwer, Trigano, Siemens Healthineers, Fresenius SE, Nexi, Nemetschek, Digi Communications, Gestamp, Vonovia, Grifols

05 Nov 2025 17 min read

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