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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
Lux Opes Research 22 Jan 2026
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
Lux Opes Research 20 Jan 2026
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
Lux Opes Research 15 Jan 2026
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
Lux Opes Research 13 Jan 2026
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
Lux Opes Research 07 Jan 2026
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
Lux Opes Research 18 Dec 2025
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
Lux Opes Research 16 Dec 2025

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