02 Sep

Posted at 08:26h in Podcast

Christian Ludwig joined AIXTRON SE as the new Head of Investor Relations in May 2024. In our new podcast episode, he talks about his conclusions from the first 100 days, attractive stocks for sell-side analysts and AIXTRON's leading position in the semiconductor industry. (German version) [audio mp3="https://www.allincapitals.de/wp-content/uploads/2024/09/Postcast_The-Voice-of-FFM_ChristianLudwig.mp3"][/audio]...

01 Aug

Posted at 13:22h in Blog

In the last blog post, we discussed one of the overlapping areas of IR and ESG work, namely perception studies. This article deals with another intersectional topic that has become perhaps the most discussed subject of the AGM season: "Say on Climate" ("SoC"). GEA Group AG was the first company in the DAX index family to hold an SoC in...

10 Apr

Posted at 21:52h in Blog

Perception studies play a similar role in IR work as materiality analyses in modern ESG work. Basically, the aim is to determine the perception of the company by relevant capital market participants in order to identify potential weaknesses before they become critical for the company. In the IR context, there may already be a need for action if investors are...

24 Oct

Posted at 10:36h in Blog

While the topic of "biodiversity" was a niche topic for a long time, it has recently moved noticeably into the focus of the capital markets. In an editorial published in the Börsen-Zeitung in October 2023, Wolf Brandes even called species protection a "megatrend" with reference to its increased relevance among investors. Biodiversity has also found its way into the EU...

25 Sep

Posted at 14:19h in Blog

The windows are opening. While most stock market candidates still had to watch the successful placements of Porsche AG, IONOS and thyssenkrupp nucera behind half-drawn curtains, the IPOs of SCHOTT Pharma and Renk seem to be the starting signal for a whole series of ventures. This is not only an important signal for the German capital market, which has been...

01 Aug

Posted at 15:51h in Blog

Almost every listed company can claim to have a coherent equity story. But many company board members or IR managers know how easily they get embarrassed when asked about this. Despite a longer than usual pause for thought, the answer is often not very structured and ends in a long and complex description of the company, its positioning and its...