Lux Opes Research
Subscribe
Sign in
Home
Notes
Archive
About
Moving Lux Opes to Ghost
We need more flexibility
Feb 25
•
Lux Opes Research
36
1
Soccer, chems and 'warnings'
Adyen, Georg Fischer, Borussia Dortmund, NORMA Group, Vicat, ALSO Holding, Coca-Cola Europacific Partners, DKSH, Enagás, Foncière INEA
Feb 17
18
1
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
Feb 10
27
2
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…
Feb 5
44
1
AI, paint and shoes
AkzoNobel, Adidas, Swatch Group, Scatec, SAP, 2CRSI, Julius Baer, ATOSS Software, Ermenegildo Zegna, Norma Group, Rémy Cointreau
Feb 3
85
2
Most Popular
View all
AI, paint and shoes
Feb 3
85
2
Tech, quality companies and a lot of results
Jan 29
72
2
AI promises, rebound promises and take-outs
Jan 27
68
1
Beer, drugs and busted stocks
Jan 13
50
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
Jan 29
72
2
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
Jan 27
68
1
Parcel lockers, tires and potential multi-baggers
InPost, Sidetrade, Continental, Volkswagen, Burberry, Komax, Puma, Aryzta, Ubisoft, Deutsche Börse, Virbac
Jan 22
27
Jewelry, games and turnarounds
Richemont, Afyren, Gerresheimer, Swissquote Group, Thermador Groupe, PulluP Entertainment, Puig, Belimo, Zurich Insurance, Diagnostic Medical Systems…
Jan 20
36
2
Cars, defence and strong rebounds
Porsche, Diageo, Abivax, Ipsos, Rosenbauer, Geberit, Ekinops, Tubacex, Partners Group, Rheinmetall, Cicor, Mercedes-Benz, VAT Group
Jan 15
39
Beer, drugs and busted stocks
TeamViewer, Brunello Cucinelli, Unite Group, BioNTech, ABB, Argenx, TFF, Soitec, Sodexo, Belimo, Tecan, Anheuser-Busch InBev, OVHcloud
Jan 13
50
Parcel lockers, pills and steel
Alcon, thyssenkrupp, InPost, Trigano, Pluxee, Redcare Pharmacy, Hoffmann Green, Argan, Saint-Gobain, Aperam, Séché Environnement, NEXT
Jan 7
24
2
Cash transport, energy and best wishes
Prosegur, Virbac, STMicroelectronics, thyssenkrupp nucera, EXEL Industries, La Française de l’Énergie, CIE Automotive, Hoffmann Green, DEUTZ
Dec 18, 2025
19
1
Stay up to date on what happened, why it matters, and what to watch next
Subscribe
Recommendations
100 Bagger Hunting
Kevin
Heavy Moat Investments
Heavy Moat Investments
ToffCap
ToffCap
Wine, packaging and lots of divestments
AdVini, Carl Zeiss Meditec, Emeis, Nanobiotix, Sopra Steria, Sanofi, Wendel, Fraport, Vidrala, Sava Re, Schneider Electric
Dec 16, 2025
31
2
Cruises, stock exchanges and major contract wins
TUI, PulluP Entertainment, Polytec, Figeac Aéro, Medincell, Carl Zeiss Meditec, Brunello Cucinelli, Deutsche Börse, Exosens, Puma
Dec 11, 2025
42
1
AI, mining and skin creme
Stabilus, Steyr Motors, thyssenkrupp, thyssenkrupp Marine Systems, Wolters Kluwer, L’Oréal, Swiss Re, Derichebourg, Rio Tinto
Dec 9, 2025
36
Fitness clubs, fashion and parcel lockers
Hugo Boss, Basic-Fit, Inditex, Eramet, Aurubis, Wavestone, Pierre & Vacances, STMicroelectronics, Zumtobel, Quadient, Airbus, Bilfinger
Dec 4, 2025
16
2
Ski resorts, restructurings and busted casinos
Compagnie des Alpes, SMCP, Sika, Xilam, Casino, Autoneum, Vivendi, LVMH, Transport Trade Services, Airbus, Bilfinger, Eurocash
Dec 2, 2025
25
3
See all
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
