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ThyssenKrupp Under pressure
David Varga
company note
Equities
Steel
Nov 27, 2019
Lanxess Portfolio optimization goes on while valuation appears appropriate
David Varga
company note
Equities
Chemicals
Nov 20, 2019
Salzgitter Presumably close to trough - update after final Q3 figures
David Varga
company note
Equities
Steel
Nov 19, 2019
Henkel Still bumpy, but FOCF is encouraging
David Varga
company note
Equities
Consumer Goods
Nov 14, 2019
Lanxess Rock solid, but barely enough to drive shares higher for now
David Varga
company note
Equities
Chemicals
Nov 13, 2019
Evonik The bow is stretched - Evonik is set for a substantial increase in FOCF
David Varga
company note
Equities
Chemicals
Nov 08, 2019
Salzgitter Update after preliminary Q3 results
David Varga
company note
Equities
Steel
Nov 07, 2019
capm daily: Focus on yields: When does the high-altitude flight end? + In search of the laggards
Uwe Hohmann
,
Hendrik König
, ...
capm daily
Fixed Income & FX, Equities
Nov 06, 2019
Klöckner & Co Model update after final Q3 figures
David Varga
company note
Equities
Steel
Oct 31, 2019
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David Varga
DVarga@metzler.com
+49 - 69 21 04 - 43 62
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