Company Name: LANXESS AG ISIN: DE0005470405   Reason for the research: Sector Study Recommendation: Buy from: 06.10.2026 Target price: EUR 21.00 Target price on sight of: 6 months Last rating change: n/a Analyst: René Parmantier FRANKFURT AM MAIN, 6 October 2026 | Parmantier & Cie. Research announces “European  [ … ]

Company Name: BASF SE ISIN: DE000BASF111   Reason for the research: Sector Study Recommendation: Buy from: 06.10.2026 Target price: EUR 59.00 Target price on sight of: 6 months Last rating change: n/a Analyst: René Parmantier FRANKFURT AM MAIN, 6 October 2026 | Parmantier & Cie. Research announces “European Che [ … ]

Company Name: Daldrup & Söhne AG ISIN: DE0007830572   Reason for the research: update Recommendation: Buy from: 06.10.2026 Target price: EUR 28.80 Last rating change: Analyst: Ralf Marinoni Strong H1-26 developmentDaldrup reported a very strong first half of 2026, supported by high demand across all business segments and [ … ]

Company Name: 029 Group SE ISIN: DE000A2LQ2D0   Reason for the research: Update Recommendation: SELL Target price: EUR 25 Target price on sight of: 12 months Last rating change: Analyst: Christian Sandherr Platforms keep expanding, NAV outlook confirmed 029 Group published its H1 report. Both core holdings made visible operating  [ … ]

Company Name: Readcrest Capital AG ISIN: DE000A0LE3J1   Reason for the research: Update Recommendation: BUY Target price: EUR 2.80 Target price on sight of: 12 months Last rating change: Analyst: Philipp Sennewald Deleveraging delivered, bolt-ons fuel the UK; Chg. On Wednesday, Readcrest published its H1 report showing operating  [ … ]

Company Name: NanoRepro AG ISIN: DE0006577109   Reason for the research: Update Recommendation: BUY Target price: EUR 4.40 Target price on sight of: 12 months Last rating change: Analyst: Sarah Hellemann NanoRepro gains majority in Deutsche Kosmetikwerke On Wednesday, NanoRepro announced that it has gained the majority in Deutsch [ … ]

Company Name: MLP SE ISIN: DE0006569908   Reason for the research: Update Recommendation: BUY Target price: EUR 14 Target price on sight of: 12 months Last rating change: Analyst: Simon Keller Guidance catches up, we stay ahead; chg.MLP raised its FY26 EBIT guidance to € 110-120m (old eCons: € 112m) from € 100-110m [ … ]

Company Name: FIT GROUP AG ISIN: DE000A426PD9   Reason for the research: Update Recommendation: SELL Target price: EUR 16 Target price on sight of: 12 months Last rating change: Analyst: Christian Sandherr H2 to show significant acceleration; chg. est. FIT GROUP published its H1 figures together with a Q3 trading update. H1 was d [ … ]

Company Name: AnchorCore SE ISIN: LU2358378979   Reason for the research: Update Recommendation: BUY Target price: EUR 4.60 Target price on sight of: 12 months Last rating change: Analyst: Sarah Hellemann Q2 26: Profitability in equity stake learnd strengthened further Wednesday, AnchorCore SE (formerly learnd SE) published its H [ … ]

Airbus Q3 deliveries look soft with ~193 aircraft, 4% below Q3 25 and 19% below a very strong Q2 26 (mwb est). However, the headline understates underlying activity. Late month handovers only show up in our tracker once the aircraft ferries, and ~20 A321neos slipped into Q4 due to a stringer primer issue that is fixable within days and does not affect safety. We therefore see the low number as timing. However, Q4 now needs a record quarter, with ~326 deliveries required to hit the ~870 FY26 target, 10% above the previous Q4 record from 2018. Engine supply remains tight, and last year a similar late quality issue forced a target cut in December. Still, we remain optimistic, as Airbus has repeatedly demonstrated its ability to deliver strong year end ramps, particularly in December. BUY, PT unchanged at EUR 227.00. The full update can be downloaded under https://research-hub.de/companies/airbus-se