EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Siemens Energy (ENR GR) Germany

Industrials

MYST Advisors

A “backdoor” AI infrastructure play amid growing power bottlenecks from new data centre construction. As data centres cannot rely on intermittent renewables, natural gas turbines are seen as the only viable near-term solution. The market is extremely tight, with projected demand of 80-100GW vs. supply of only ~70GW and consensus likely underestimating both pricing and volume potential. ENR’s Gas business is positioned to deliver 20%+ long-term margins, while its Grid Technologies division should benefit from global electrification and grid modernisation, with revenue expected to exceed €20bn by 2030. Shares could double over the next 3 years, driven by earnings beats and a profit inflection in the Wind segment. The upcoming November Analyst Day is viewed as a major catalyst.

Edition: 222

- 17 October, 2025


Dassault Systemes (DSY FP) France

Technology

GR20 Research

Siemens is acquiring Dotmatics, a US-based SaaS provider for laboratory management, for $5.1bn. The acquisition appears expensive (16.5x EV/sales and 39x EV/EBITDA for FY25) but strengthens the group’s position in the life sciences sector by expanding its digital twin technology and industrial software offerings. Dotmatics adds a new $5.5bn market opportunity, which could grow to $11bn, covering areas like pharma manufacturing, biofuels and chemicals. SIE’s growing presence in this sector will intensify competition where DSY currently leads the market. While GR20 does not expect DSY to respond by going on a buying spree, there could be interesting opportunities for M&A to enhance the 3DExperience platform (on the Biovia side) or Medidata, particularly to align with its recently launched 3D Universes AI-driven environment.

Edition: 209

- 18 April, 2025


China Automation: Destocking nearing end, but 2024 expected to be flat Y/Y

Industrials

Silk Road Research

SRR’s latest channel checks reveal short cycle orders have bottomed and destocking headwinds have significantly eased Q/Q. The auto industry was cited as an area of strength, while the export market and the electronics sector were highlighted as areas of weakness. The biggest medium-term headwind cited for foreign brands was rising domestic competition. Local automation companies have rapidly moved up the technology curve, while pricing for domestic brands in robotics were estimated to be 10-20% lower than foreign brands, while DCS products were 30-50% lower. Brands mentioned by private systems integrators that have been vulnerable to share loss to domestic brands include Yaskawa, Emerson and Siemens.

Edition: 171

- 13 October, 2023


Siemens Energy (ENR GR) Germany

Industrials

Starling Advisors

Massive overreaction as the share price plunges nearly 40% following a profit warning in the Siemens Gamesa division - the drop erased €7bn in ENR’s market value vs. restructuring costs estimated at ~€1bn. While Alex Dwek thinks it probably means break-even for SGRE is delayed by a year or so, the trend towards cleaner energy is accelerating and ENR is entering a new phase of growth with a good-quality record-high backlog in Gas Services, Grid Technology, and Transformation of Industry, which should convert into high revenue growth, margin expansion and profitability. On Aug 7th management will provide Q3 results and give more visibility on costs, which should act as a catalyst to restore credibility. TP €24.00 (60% upside).

Edition: 164

- 07 July, 2023


FTSEurofirst 80 Index: Bullish & Bearish Themes

Technical Analysis

Messels

Recycling and Renewable Energy stocks such as Umicore, Vestas Wind and Siemens Gamesa are rallying from medium term support. Selective Seafood and Tobacco stocks remain defensive including SalMar, Mowi and Scandinavian Tobacco. Banks are generally rallying in ranges; favours CaixaBank and Sabadell which have already broken out and extend relative bases.

Industrials have broken uptrends and are now losing relative momentum such as Schneider, Atlas Copco and Alfa Laval. Luxury Goods renew their 4-month price and relative tops including Pandora, LVMH, Dior and Hermes. IT Hardware and Semiconductors renew their 5-month price and relative tops; SeSa, BE Semiconductor, Infineon and Nordic Semiconductor are highlighted.

Edition: 136

- 27 May, 2022


Asia’s Covid Woes & Global Supply Chain Implications

Autos / Industrials

Silk Road Research

More Asian countries are currently under some form of lockdown than at any point in the past year. This includes Taiwan, Thailand and Vietnam - all key source countries for global supply chains. SRR’s contacts in the Automotive and Automation industries now expect supply chain bottlenecks to persist for the remainder of the year with Logistics contacts expecting air and ocean freight to remain tight through to June 2022! SRR’s top picks for China exposure in H2 include Otis, ABB, Schneider Electric, Siemens, Yaskawa, Fanuc, Aptiv, Nio and Volkswagen.

Edition: 116

- 06 August, 2021