Commerzbank hardens its defense against UniCredit’s takeover bidBy Ion Jauregui – Analyst at ActivTrades
Commerzbank has intensified its defensive offensive against the public takeover bid launched by UniCredit, in a corporate battle that has become one of the main focal points of the European financial sector. The German entity has formally asked its shareholders to reject the proposal from the Italian bank, arguing that the operation significantly undervalues Commerzbank and presents high strategic and operational risks. UniCredit officially launched its o
Warning signs for BMW?The bad:
BMW has been significantly hurt by U.S. tariffs and China demand, suffering a 3.5% drop in global group deliveries for the first quarter of 2026.
Particularly in China, German automakers face intense competition and are ceding market share to local Chinese brands.
Drivers in general are not happy with the newer models for which prices increased while quality decreased - plenty of youtube videos and forums to illustrate that.
The good:
The EU reached a provisional agreement to remove im
Verbio $VBK price target 2026/2027Why I think the debate may not be about Q3 strength, but about whether the market is looking one year too early.
Two things stand out from the earnings calls:
THG sensitivity is large
Management stated:
“ If the GHG quota price increases by Euro 100, this can have an effect on our EBITDA on an annual basis of 40 to 80 million Euro. ”
At the low end alone: THG: €200 → €450/t
= +€250/t move
Potential annual EBITDA impact: +€100M
That is using management’s own most conservative sensitivity
Volkswagen:While union tightens its stance,BYD arrives Dresden**Volkswagen (VOW3): While the union tightens its stance, BYD arrives in Dresden**
By Ion Jauregui – Analyst at ActivTrades
Volkswagen (VOW3) is once again at the center of the European market focus following recent reports on a potential industrial collaboration with BYD in Germany and growing tension between the group’s management and German trade unions.
The German manufacturer is going through one of its most challenging periods in recent years. The slowdown in demand in Europe, strong Chin
Chart Pattern Analysis Of RHM.
From K1 to K3,
It is a three soldiers advancing pattern,
It close below the neck line of a potential triple top bear head.
Besides, it is breaking down the long-term uptrend line.
If K3 obviously close below the uptrend line,
The 5 years bull market of military stock will possibly terminated here.
It will be a good place to short it if the following candles price up to test the neck line.
It seems that the years war between Russian and Ukraine will be ended at the end of this year or the next
FRE - Dual Target ShortFresenius is in a strong downtrend and has broken down from a corrective area.
This is likely to be the next wave down.
There are two obvious liquidity pools further below, both of which are potential reversal areas and therefore useful targets.
The first is February 2022 support, which sets up a 1:1 RR trade (TP1).
Below that is May support. That peak printed a high volatility whipsaw and is therefore more likely to trigger a reversal.
Using that as a target gives a 2.6:1 trade (TP2).
My
VERBIO ahead of Q3 report Why Q3 Could Be the Inflection Quarter for Verbio SE
When management spoke during Q2, the biggest overhang was regulation.
CEO Claus Sauter repeatedly highlighted the uncertainty surrounding Germany’s implementation of RED III. That uncertainty has now materially changed.
In April 2026, Germany formally adopted RED III implementation, raising the greenhouse gas reduction quota from 12% in 2026 to 17.5% in 2027.
This step is designed to absorb the previously suspended carry-over volumes that
Commerzbank accelerates its restructuring amid UniCreditCommerzbank accelerates its restructuring amid UniCredit pressure
By Ion Jauregui – Analyst at ActivTrades
Commerzbank has intensified its defensive strategy against the advance of UniCredit, after announcing an efficiency plan that includes around 3,000 job cuts and an internal reorganisation aimed at strengthening profitability and its independent positioning.
The move comes in a context in which UniCredit has increased its exposure to around 30% of the capital, including direct holdings
History Repeating?Conviction is high on this: The Q4 margin strength (46% gross, 31% EBIT), robust cash generation, and optoelectronics/AI data centre tailwinds outweigh the conservative 2026 revenue guidance.
Debt is extremely low (almost negligible).
This is a strong European semiconductor equipment play with 20–50%+ upside potential in 12–18 months.
Not financial advice, please do your own research.
LPK (1D) — LIDE breakout follow-through: +52.9% in two weeks XETR:LPK
LPKF Laser & Electronics closes Friday May 5 at €21.40 after two weeks of follow-through on the structural breakout reported in the prior idea, () from April 23. Since that €14.00 close price has rallied +52.9 %, printing a fresh high at €21.90 on institutional volume and leaving the structural target at €26.80 still 25 % away. This note updates the multi-timeframe picture using the same methodology as the prior idea, now on Daily / 4H / 1H horizons, with non-essential layers removed
VERBIO $VBKVerbio is heading towards an record Q3 report.
It is structurally demand on compliance markets, built up by the energy security need in Europe.
THG Quota is trading at +470 EUR/t vs 220 EUR/t previous year.
Biodiesel is structurally up due to Iran war, while the feedstock is stable.
Bioethanol has not seen crush margins this bullish since last bull cycle in 2022.
Verbio is one of the markets most efficient company generating THG compliance quota, for every ton biodiesel = 2 tco2.
Neste pr
Sinopec – Value Confluence, Acceptance Above Trigger
Price testing value (~0.48–0.50) with confluence from rising trend support.
Acceptance defined as break above value (green line) → look for rotation higher; failure = continuation lower.
Sector: Energy remains in relative strength - pullbacks offering structured entries.
LPKG (1D) – Structural breakout on LIDE technology narrativeXETR:LPK
LPKF Laser & Electronics (LPKG) has moved from the sidelines to the epicenter of the AI narrative thanks to its LIDE (Laser Induced Deep Etching) technology. This vertical move is not just an impulsive reaction; it is a structural breakout that liquidates years of bearish dominance. As glass substrates become the new standard for advanced packaging, the market is aggressively re-rating the asset.
Timeframe Monthly (1M)
At the macro level, the monthly candle shows a massive expa
Double top formation and falling trendRHM has experienced both a significant and a marginal downside breakout from a double top (DT) formation, accompanied by increased volume. The stock has since rebounded, but it remains within a falling trend channel. It is therefore likely that another test and potential breakdown of the neckline of the double top formation will occur. If a significant breakout materializes, the stock could decline to 1125 or lower.
A double top formation is a bearish reversal pattern.
The trend is relatively
SAP rebound setup as traders watch $180 support:Current Price: 181.22 (Analysis was generated on Monday Morning)
Direction: LONG
Confidence level: 58%(Limited trader data but slightly bullish X sentiment, strong analyst upside, and price trading near major support after a large decline)
Targets
Target 1: 186.50
Target 2: 191.80
Stop Levels
Stop 1: 176.40
Stop 2: 171.90
Key Insights:
Here’s what’s driving the setup right now. SAP has dropped roughly 30% over the past year and is trading much closer to its 52‑week low than its high. That k
SAP Deep in AccumulationTake a look at SAP through the lens of structure.
Right now, price has moved deep into the TrendGo Accumulate zone - and that is exactly where charts usually stop looking attractive.
That is the point.
Accumulation is not the phase where the market looks strong. It is the phase where price weakens, sentiment cools off, and the chart starts to feel uncomfortable. But structurally, that is often where the next cycle begins to build.
On SAP, the current setup stands out because price has now en
Volkswagen Shares Hold Above 88 as Rivian Partnership Boosts Shares of Volkswagen AG are trading slightly above 88.00, stabilizing within a broader market correction. Investor sentiment improved after the company announced progress in its software partnership with Rivian Automotive.
⸻
Rivian Partnership Enters New Phase
Volkswagen confirmed that winter testing of vehicles using Rivian’s software platform was successfully completed:
• Tested at temperatures as low as –25°C
• Supports 15+ sensor systems
• Compatible with 20 electronic control units
T
Diagonal downtrend resistance.After hitting the 400dayli SMA wich is were institutions want to load up.
Rheinmetal has found support and is now heading for ATH.
We will soon break this downtrend resistance and head back to ATH and new highs.
We been trading in a rectangle pattern for the past year and the price target would be €2500























