Analyst details
BASF: Wintershall Dea's exit from Russia is good news for BASF
David Varga
company noteEquitiesChemicals Jan 18, 2023
Covestro: The momentum could turn soon
David Varga
company noteEquitiesChemicals Jan 16, 2023
Aurubis: A surprisingly strong Q1 could put upside pressure on the guidance
David Varga
company noteEquitiesChemicals Jan 13, 2023
Aurubis: Accelerating the growth case
David Varga
company noteEquitiesChemicals Dec 23, 2022
Klöckner & Co: The strong cash flow allows for this large, complimentary acquisition
David Varga
company noteEquitiesSteel Dec 21, 2022
ThyssenKrupp: Guidance well underpinned despite a deterioriated steel outlook
David Varga
company noteEquitiesSteel Dec 14, 2022
Lanxess: It is time to deliver on cash flow
David Varga
company noteEquitiesChemicals Nov 17, 2022
Salzgitter: Unfavorable S/D balance poses a risk for 2023
David Varga
company noteEquitiesSteel Nov 15, 2022
Evonik: Economic slowdown becomes visible, but not as strong as thought
David Varga
company noteEquitiesChemicals Nov 09, 2022
David Varga DVarga@metzler.com
+49 69 2104-4362
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