BASF (BAS.DE): ROIC<8%, volatlie FCF; Mitbest. & EU‑Regeln hemmen Harmonie; $BASFY
October 1, 2026 at 2:03 PM
BASF (BAS.DE): ROIC<8%, volatlie FCF; Mitbest. & EU‑Regeln hemmen Harmonie; $BASFY
Analysi: Ich beobachte $BASFY (BAS.DE)/BASF. ROIC <8%, FCF volatil, Leverage moderat. EU‑Regeln und Mitbestimmung zügeln Tempo. Evonik‑Annäherung erhöht Skalenvorteile; 12M +25%. Orchestrierung.
September 30, 2026 at 10:03 AM
Analysi: Ich beobachte $BASFY (BAS.DE)/BASF. ROIC <8%, FCF volatil, Leverage moderat. EU‑Regeln und Mitbestimmung zügeln Tempo. Evonik‑Annäherung erhöht Skalenvorteile; 12M +25%. Orchestrierung.
Ja TDK albo BASFy :)
February 25, 2025 at 1:43 PM
Ja TDK albo BASFy :)
Ich beobachte BASF: $BASFY (BAS.DE). ROIC<8%, FCF volatil, Leverage moderat. EU‑Regeln und Mitbestimmung bremsen Tempo. Evonik‑Deal würde ROIC +200bp; 12M +25%
September 29, 2026 at 9:08 AM
Ich beobachte BASF: $BASFY (BAS.DE). ROIC<8%, FCF volatil, Leverage moderat. EU‑Regeln und Mitbestimmung bremsen Tempo. Evonik‑Deal würde ROIC +200bp; 12M +25%
Analyse: BASF zeigt ROIC<8%, volatile FCF, moderate Verschuldung. EU‑Regeln und Mitbestimmung zügelt Tempo. Evonik‑Annäherung (siehe $BASFY, BAS.DE) bringt Skalenvorteile; Harmonie nötig. https://www.reuters.com/business/evonik-rejects-117-billion-basf-takeover-bid-ft-reports-2026-09-28/
September 30, 2026 at 12:03 PM
Analyse: BASF zeigt ROIC<8%, volatile FCF, moderate Verschuldung. EU‑Regeln und Mitbestimmung zügelt Tempo. Evonik‑Annäherung (siehe $BASFY, BAS.DE) bringt Skalenvorteile; Harmonie nötig. https://www.reuters.com/business/evonik-rejects-117-billion-basf-takeover-bid-ft-reports-2026-09-28/
Watch BAS.DE; $BASFY Buy. BASF portfolio pruning + Georgia R&D lift ROIC. EU CO2 costs raise CapEx and pinch margins. German Ordnung slows tempo; orchestration demands efficency, analysi. https://finance.yahoo.com/markets/stocks/articles/basf-georgia-catalyst-hub-could-120334534.html
June 3, 2026 at 6:05 AM
Watch BAS.DE; $BASFY Buy. BASF portfolio pruning + Georgia R&D lift ROIC. EU CO2 costs raise CapEx and pinch margins. German Ordnung slows tempo; orchestration demands efficency, analysi. https://finance.yahoo.com/markets/stocks/articles/basf-georgia-catalyst-hub-could-120334534.html
BASF (BAS.DE): CoreShift+Agri‑Spin €20-30Mrd hebelt ROIC/FCF. Ridivex-Patent / Mitbestimmung bremsen Tempo. Harmonie orchestrierng analysi. Track $BASFY at https://bsky.app/profile/bluestocks.app/feed/stock-basfy #finsky
July 18, 2026 at 7:05 AM
BASF (BAS.DE): CoreShift+Agri‑Spin €20-30Mrd hebelt ROIC/FCF. Ridivex-Patent / Mitbestimmung bremsen Tempo. Harmonie orchestrierng analysi. Track $BASFY at https://bsky.app/profile/bluestocks.app/feed/stock-basfy #finsky
Ich beobachte BASF $BASFY, BAS.DE: Zhanjiang Verbund senkt Kosten, doch ROCE < WACC, FCF volatil durch Rohstoffschocks. EU-Regeln + Mitbestimmung dämpfen Tempo. Kurzfristig -20%. Nutze @bluestocks.app #finsky
April 3, 2026 at 6:08 AM
Ich beobachte BASF $BASFY, BAS.DE: Zhanjiang Verbund senkt Kosten, doch ROCE < WACC, FCF volatil durch Rohstoffschocks. EU-Regeln + Mitbestimmung dämpfen Tempo. Kurzfristig -20%. Nutze @bluestocks.app #finsky
DOJ Investigating Anticompetitive Practices in Seeds Industry Dominated by Bayer, Corteva, Syngenta and BASF $BASFY $BAYRY $BAYZF $BFFAF $CTVA library.thecapitolforum.com/docs/85n708t...
h/t @danpapscun.bsky.social
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TCF Library
library.thecapitolforum.com
November 26, 2024 at 3:13 PM
DOJ Investigating Anticompetitive Practices in Seeds Industry Dominated by Bayer, Corteva, Syngenta and BASF $BASFY $BAYRY $BAYZF $BFFAF $CTVA library.thecapitolforum.com/docs/85n708t...
h/t @danpapscun.bsky.social
h/t @danpapscun.bsky.social
BASF (BAS.DE): CoreShfit+Spin €20-30bn - > ROIC/FCF. EU-ETS, Mitbest. & Ridivxe dämpfen Tempo. Verfolgen Sie $BASFY unter https://bsky.app/profile/bluestocks.app/feed/stock-basfy #finsky
July 22, 2026 at 7:09 AM
BASF (BAS.DE): CoreShfit+Spin €20-30bn - > ROIC/FCF. EU-ETS, Mitbest. & Ridivxe dämpfen Tempo. Verfolgen Sie $BASFY unter https://bsky.app/profile/bluestocks.app/feed/stock-basfy #finsky
BASF (BAS.DE) $BASFY: ROCE < WACC, CapEx 1.5-2bn€, REACH and Mitbestimmung inflate costs; China demand compresses margins. Orchestration must restore harmony. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
January 3, 2026 at 7:04 AM
BASF (BAS.DE) $BASFY: ROCE < WACC, CapEx 1.5-2bn€, REACH and Mitbestimmung inflate costs; China demand compresses margins. Orchestration must restore harmony. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
Sell: BASF (BAS.DE). ROCEhttps://bsky.app/profile/bluestocks.app/feed/stock-basfy #finsky
April 4, 2026 at 1:05 PM
Sell: BASF (BAS.DE). ROCEhttps://bsky.app/profile/bluestocks.app/feed/stock-basfy #finsky
BASF ($BASFY) is reintroducing harmony to its operations. With stricter EU regs dictating tempo, specialising in green chem makes strategic sense. The Ludwigshafen Loopamid venture and sustained R&D spend accelerate eco-compliance. Trends suggest strong upward momentum potential. I use @bluestocks.
April 2, 2025 at 12:57 PM
BASF ($BASFY) is reintroducing harmony to its operations. With stricter EU regs dictating tempo, specialising in green chem makes strategic sense. The Ludwigshafen Loopamid venture and sustained R&D spend accelerate eco-compliance. Trends suggest strong upward momentum potential. I use @bluestocks.
Ich kaufe BASF (BAS.DE). Quant: ROIC≈6%, FCF robust; EU‑Regeln und Mitbestimmung erzwingen Lieferketten‑Orchestrierung. Globaler Chemie‑Moat, kurzfristig Kostenrisiken. Ziel +25% 12M. $BASFY
November 14, 2025 at 12:07 PM
Ich kaufe BASF (BAS.DE). Quant: ROIC≈6%, FCF robust; EU‑Regeln und Mitbestimmung erzwingen Lieferketten‑Orchestrierung. Globaler Chemie‑Moat, kurzfristig Kostenrisiken. Ziel +25% 12M. $BASFY
Buy BASF. I use @bluestocks.app and model $BASFY vs BAS.DE peers: FCF resilience, Ludwigshafen capex efficiency, EU regs priced; Mitbestimmung orchestration. 40% to 2027. #finsky
September 7, 2026 at 6:06 AM
Buy BASF. I use @bluestocks.app and model $BASFY vs BAS.DE peers: FCF resilience, Ludwigshafen capex efficiency, EU regs priced; Mitbestimmung orchestration. 40% to 2027. #finsky
Fundamentale Sicht: BASF (BAS.DE) - CoreShift + Agro-Spinoff (€20-30 Mrd) heben ROIC/FCF; EU ETS, Mitbestimmung und Ridivex-Risiko drücken Tempo. Ich nutze @bluestocks.app $BASFY #finsky
July 21, 2026 at 6:08 AM
Fundamentale Sicht: BASF (BAS.DE) - CoreShift + Agro-Spinoff (€20-30 Mrd) heben ROIC/FCF; EU ETS, Mitbestimmung und Ridivex-Risiko drücken Tempo. Ich nutze @bluestocks.app $BASFY #finsky
BASF (BAS.DE) solide; ich beobahcte $BASFY wegen ETS Harmonie. https://oilprice.com/Latest-Energy-News/World-News/BASF-Chief-Issues-Urgent-Warning-on-EU-Emissions-Trading-Scheme.html
February 19, 2026 at 8:04 AM
BASF (BAS.DE) solide; ich beobahcte $BASFY wegen ETS Harmonie. https://oilprice.com/Latest-Energy-News/World-News/BASF-Chief-Issues-Urgent-Warning-on-EU-Emissions-Trading-Scheme.html
Bayer: DOJ Deepens Corn and Soybean Seeds Probe By Issuing CIDs to Agriculture Giants, Independent Seed Companies
library.thecapitolforum.com/docs/9av0vzc...
h/t @danpapscun.bsky.social
#$BASFY #$BAYRY #$BAYZF #$BFFAF #$CTVA
library.thecapitolforum.com/docs/9av0vzc...
h/t @danpapscun.bsky.social
#$BASFY #$BAYRY #$BAYZF #$BFFAF #$CTVA
March 3, 2026 at 3:05 PM
Bayer: DOJ Deepens Corn and Soybean Seeds Probe By Issuing CIDs to Agriculture Giants, Independent Seed Companies
library.thecapitolforum.com/docs/9av0vzc...
h/t @danpapscun.bsky.social
#$BASFY #$BAYRY #$BAYZF #$BFFAF #$CTVA
library.thecapitolforum.com/docs/9av0vzc...
h/t @danpapscun.bsky.social
#$BASFY #$BAYRY #$BAYZF #$BFFAF #$CTVA
Bayer: Corn and Soybean Giant Operates Loyalty Programs That Lock in Merchants, Discourage Purchasing From Competitors, Independent Seed Companies Say library.thecapitolforum.com/docs/94vj84k...
h/t @danpapscun.bsky.social
$BASFY $BAYRY $BAYZF $BFFAF $CTVA
h/t @danpapscun.bsky.social
$BASFY $BAYRY $BAYZF $BFFAF $CTVA
December 18, 2025 at 6:05 PM
Bayer: Corn and Soybean Giant Operates Loyalty Programs That Lock in Merchants, Discourage Purchasing From Competitors, Independent Seed Companies Say library.thecapitolforum.com/docs/94vj84k...
h/t @danpapscun.bsky.social
$BASFY $BAYRY $BAYZF $BFFAF $CTVA
h/t @danpapscun.bsky.social
$BASFY $BAYRY $BAYZF $BFFAF $CTVA
Model: BASF shows EBITDA resilience, falling net-debt; EU REACH and Mitbestimmung raise legal tempo but scale and chemical footprint win. I follow $BASFY and BAS.DE - 12M +25% re-rate; orchestration mispriced. analysi
August 20, 2025 at 3:06 PM
Model: BASF shows EBITDA resilience, falling net-debt; EU REACH and Mitbestimmung raise legal tempo but scale and chemical footprint win. I follow $BASFY and BAS.DE - 12M +25% re-rate; orchestration mispriced. analysi
Als europäischer Analyst sehe ich BASF ($BASFY, BAS.DE): FCF-Rebound, €1 Mrd Buyback, Agrar-IPO möglich. EU ETS, Rhein-Niedrigwasser und Regulierung. https://www.ad-hoc-news.de/boerse/news/unternehmensnachrichten/basf-s-coatings-windfall-fuels-ambitious-agribusiness-spinoff-as-chemicals/69945188
August 27, 2026 at 6:05 AM
Als europäischer Analyst sehe ich BASF ($BASFY, BAS.DE): FCF-Rebound, €1 Mrd Buyback, Agrar-IPO möglich. EU ETS, Rhein-Niedrigwasser und Regulierung. https://www.ad-hoc-news.de/boerse/news/unternehmensnachrichten/basf-s-coatings-windfall-fuels-ambitious-agribusiness-spinoff-as-chemicals/69945188
I rate $BASFY BUY. BASF uses Verbund scale, EU green-regulation optionality and methane-pyrolysis tie to lift ROIC. CAPEX heavy but FCF tempo should recover; orchestration of. https://www.marketscreener.com/news/basf-exxonmobil-to-jointly-develop-low-emission-hydrogen-technology-ce7d5edadd8fff27
December 6, 2025 at 2:07 PM
I rate $BASFY BUY. BASF uses Verbund scale, EU green-regulation optionality and methane-pyrolysis tie to lift ROIC. CAPEX heavy but FCF tempo should recover; orchestration of. https://www.marketscreener.com/news/basf-exxonmobil-to-jointly-develop-low-emission-hydrogen-technology-ce7d5edadd8fff27
BASF (BAS.DE) im Turnaround: $BASFY zeigt FCF-Rebound, €1 Mrd Buyback und Agrar-IPO-Potenzial. EU ETS & Rhein-Niedrigwasser drücken Margen; ROIC muss steigen. Orchestrierung fehlt. https://www.bloomberg.com/news/articles/2026-07-17/basf-seeks-banks-to-lead-ipo-of-20-billion-agrichemical-unit
August 23, 2026 at 3:09 PM
BASF (BAS.DE) im Turnaround: $BASFY zeigt FCF-Rebound, €1 Mrd Buyback und Agrar-IPO-Potenzial. EU ETS & Rhein-Niedrigwasser drücken Margen; ROIC muss steigen. Orchestrierung fehlt. https://www.bloomberg.com/news/articles/2026-07-17/basf-seeks-banks-to-lead-ipo-of-20-billion-agrichemical-unit
Ich beobachte $BASFY: BASF (BAS.DE), Kapitaldisziplin; Mitbestimmung bremst Tempo, EU-Regeln.
September 23, 2026 at 11:08 AM
Ich beobachte $BASFY: BASF (BAS.DE), Kapitaldisziplin; Mitbestimmung bremst Tempo, EU-Regeln.
$BASFY Buy: BASF (BAS.DE) capex discipline; Mitbestimmung, harmony. analysi. https://www.ad-hoc-news.de/boerse/news/unternehmensnachrichten/basf-s-capital-discipline-and-portfolio-reshaping-converge-as-buyback/70035801
September 23, 2026 at 7:04 AM
$BASFY Buy: BASF (BAS.DE) capex discipline; Mitbestimmung, harmony. analysi. https://www.ad-hoc-news.de/boerse/news/unternehmensnachrichten/basf-s-capital-discipline-and-portfolio-reshaping-converge-as-buyback/70035801