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Hypoport: Earnings recovery under way, but valuation makes us stay cautious
Jochen Schmitt
company note
Equities
Financial services
today
Jungheinrich: Mixed Q4/23 results and '24 outlook
Stephan Bauer
company note
Equities
Industrial Technology
today
credit daily: Welche Inflationsdaten bringt der Osterhase?
Juliane Rack
,
Stoyan Toshev
credit daily
Fixed Income & FX
today
SMA Solar Technology: A dip in demand rather than a structural break
Guido Hoymann
company note
Equities
Utilities/Renewables
today
PNE: Good earnings momentum
Guido Hoymann
company note
Equities
Utilities/Renewables
today
Fresenius Medical Care: Rebuilding trust into the turnaround
Alexander Neuberger
company note
Equities
Pharma/Healthcare
today
Kion Group: Q1/24e preview: IT&S should see a strong margin quarter
Stephan Bauer
company note
Equities
Industrial Technology
today
capm daily: Focus on the yen/inflation: upwards again/further downwards + Economic institutes switch to the side of caution
Uwe Hohmann
,
Eugen Keller
capm daily
Fixed Income & FX, Equities
today
DWS: Valuation and management target for 2025 in our focus
Jochen Schmitt
company note
Equities
Financial services
yesterday
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credit daily: J&J in Übernahmegesprächen mit Shockwave Medical
Juliane Rack
,
Stoyan Toshev
credit daily
Fixed Income & FX
yesterday
capm daily: Focus on the markets: When will the positive sentiment end? + Construction remains under pressure
Uwe Hohmann
,
Eugen Keller
capm daily
Fixed Income & FX, Equities
yesterday
DWS: Valuation and management target for 2025 in our focus
Jochen Schmitt
company note
Equities
Financial services
yesterday