Equities overview
Current Research
Südzucker: Sugar price to hold up well - despite Ukrainian imports
Alexander Neuberger
company noteEquitiesConsumer Goods today
Deutsche Börse: Time to focus on fundamentals again
Jochen Schmitt
company noteEquitiesFinancial services today
capm daily: Bond market focus: calm after the storm?! + Disillusionment on the stock market
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities today
Wolftank-Adisa: Momentum should accelerate significantly in H2
Guido Hoymann
company noteEquitiesUtilities/Renewables yesterday
capm daily: Focus Markets: Risk Premiums Rising + Toyota expands e-fleet
Uwe Hohmann, Sebastian Sachs
capm dailyFixed Income & FX, Equities yesterday
Hypoport: Cutting our earnings estimates further
Jochen Schmitt
company noteEquitiesFinancial services Sep 25, 2023
capm daily: Focus Markets: Economic agenda well filled + True for real estate as well: Prices can rise and fall
Uwe Hohmann, Eugen Keller, ...
capm dailyFixed Income & FX, Equities Sep 25, 2023
MTU Aero Engines: Model update reflecting the GTF engine turbulences
Stephan Bauer
company noteEquitiesIndustrial Technology Sep 22, 2023
capm daily: Focus Markets: Central Bank Roundup + No positive impetus for the German stock market
Uwe Hohmann, Sebastian Sachs
capm dailyFixed Income & FX, Equities Sep 22, 2023
Most read
credit daily: Steigende Renditen, Spreads relativ resilient
Juliane Rack
credit dailyFixed Income & FX yesterday
Wolftank-Adisa: Momentum should accelerate significantly in H2
Guido Hoymann
company noteEquitiesUtilities/Renewables yesterday
capm daily: Focus Markets: Risk Premiums Rising + Toyota expands e-fleet
Uwe Hohmann, Sebastian Sachs
capm dailyFixed Income & FX, Equities yesterday
Special topics
quarterly preview: 2023 Q2
Metzler Research Team
quarterly previewEquities Jul 06, 2023
2023 Q3 German economy stagnating
Uwe Hohmann
german top tenEquities Jul 03, 2023
quarterly preview: 2023 Q1
Metzler Research Team
quarterly previewEquities Apr 05, 2023
2023 Q2 A modest economic recovery only
Uwe Hohmann
german top tenEquities Apr 03, 2023
quarterly preview: 2022 Q4
Metzler Research Team
quarterly previewEquities Jan 12, 2023
Utilities/Renewables: The gates are open for more renewables expansion; electricity and gas prices should trend downwards
Guido Hoymann
sector reportEquitiesUtilities/Renewables Jan 09, 2023
2023 Q1 Slowly improving outlook in a turbulent environment
Uwe Hohmann
german top tenEquities Jan 02, 2023
Jahresausblick FI/FX 2023
Outlook (FI/FX )Fixed Income & FX, Equities Nov 30, 2022
Outlook: Headwinds to weaken in the course of 2023
Uwe Hohmann
Outlook (equities)Fixed Income & FX, EquitiesAutomobile Suppliers, Banks, ... Nov 30, 2022
Credit-Ausblick 2023 - Von Krise zu Krise - Hoffnungsschimmer am Horizont?
Outlook (FI/FX )Fixed Income & FX, Equities Nov 30, 2022
quarterly preview: 2022 Q3
Metzler Research Team
quarterly previewEquities Oct 06, 2022
2022 Q4 Economic downturn in full swing
Uwe Hohmann
german top tenEquities Oct 04, 2022
2022 Q3 Top Ten Update: RWE out - BASF in
Uwe Hohmann
german top ten updateEquities Aug 31, 2022
quarterly preview: 2022 Q2
Metzler Research Team
quarterly previewEquities Jul 07, 2022
2022 Q3 Balancing act without a safety net
Uwe Hohmann
german top tenEquities Jul 01, 2022
2022 Q2 Top Ten Update: Rheinmetall & Bilfinger out - Fresenius & Krones in
Hendrik König
german top ten updateEquities May 10, 2022
quarterly preview: 2022 Q1
Metzler Research Team
quarterly previewEquities Apr 08, 2022
2022 Q2 From the great transformation to the turn of the times
Hendrik König
german top tenEquities Apr 01, 2022
2022 Q1 Top Ten Update: Nordex out - Bilfinger in
Hendrik König
german top ten updateEquities Mar 02, 2022
2022 Q1 Top Ten Update: BASF out - Sartorius in
Hendrik König
german top ten updateEquities Feb 28, 2022
2022 Q1 Top Ten Update: Mercedes-Benz & Fraport out / RWE & Rheinmetall in
Hendrik König
german top ten updateEquities Feb 25, 2022
2022 Q1 Top Ten Update: Commerzbank & DWS out; Kion & SAP in
Hendrik König
german top ten updateEquities Feb 07, 2022
quarterly preview: 2021 Q4
Metzler Research Team
quarterly previewEquities Jan 13, 2022
2022 Q1 Dé-jà-vu at the turn of the year
Hendrik König
german top tenEquities Jan 03, 2022
equity special: The Metzler Research ESG Approach
Guido Hoymann
equity specialEquities Dec 01, 2021
Jahresausblick FI/FX 2022
Outlook (FI/FX )Fixed Income & FX, Equities Nov 25, 2021
Outlook: The Wizard of OZ(QE) is between a rock and a hard place
Hendrik König
Outlook (equities)Fixed Income & FX, EquitiesAutomobile Suppliers, Banks, ... Nov 25, 2021
Credit-Ausblick 2022 – (kein) Ende der lockeren Geldpolitik?
Outlook (FI/FX )Fixed Income & FX, Equities Nov 25, 2021
2021 Q4 Top Ten Update: Nordex out - Infineon in
Hendrik König
german top ten updateEquities Oct 20, 2021
2021 Q4 Top Ten Update: TeamViewer out - SAP in
Hendrik König
german top ten updateEquities Oct 08, 2021
quarterly preview: 2021 Q3
Metzler Research Team
quarterly previewEquities Oct 07, 2021
2021 Q4 People's parties without people
Hendrik König
german top tenEquities Oct 01, 2021
Chemicals: A strong upswing - and it is probably just the beginning
David Varga
sector reportEquitiesChemicals Sep 16, 2021
2021 Q3 Top Ten Update: Dt. Börse & Infineon out - MLP & Traton in
Hendrik König
german top ten updateEquities Aug 04, 2021
quarterly preview: 2021 Q2
Metzler Research Team
quarterly previewEquities Jul 09, 2021
capm special: Bundestag election - The Merkel era is coming to an end
Hendrik König
capm specialFixed Income & FX, EquitiesAutomobile Suppliers, Banks, ... Jul 08, 2021
Steel: A new era of steel
David Varga
sector reportEquitiesSteel Jul 06, 2021
2021 Q3 Return of everyday problems
Hendrik König
german top tenEquities Jul 01, 2021
equity special: Net Zero – ambitious but doable
Guido Hoymann
equity specialEquities Jul 01, 2021
2021 Q3 Top Ten Update: Steico out - Dt. Börse in
Hendrik König
german top ten updateEquities Jun 22, 2021
Green Hydrogen for Transport, Heat and Industry
Guido Hoymann
Metzler meets ScienceEquities Jun 09, 2021
2021 Q2 Top Ten Update: HeidelbergCement & Commerzbank out - Steico & SAP in
Hendrik König
german top ten updateEquities May 10, 2021
quarterly preview: 2021 Q1
Metzler Research Team
quarterly previewEquities Apr 07, 2021
2021 Q2 Waiting for the vaccine
Hendrik König
german top tenEquities Apr 01, 2021
2021 Q1 Top Ten Update: Daimler, Dt. Boerse & Gerresheimer out - Commerzbank, DWS & Kion in
Hendrik König
german top ten updateEquities Mar 10, 2021
The relevance of hydrogen for achieving climate neutrality
Guido Hoymann
Metzler meets ScienceEquities Feb 24, 2021
2021 Q1 Top Ten Update: Covestro & Dt. Lufthansa out - GEA Group & Dt. Boerse in
Hendrik König
german top ten updateEquities Jan 26, 2021
quarterly preview: 2020 Q4
Metzler Research Team
quarterly previewEquities Jan 14, 2021
capm view: Riding the Blue Wave
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Jan 14, 2021
capm view: Reiten auf der Blue Wave
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Jan 14, 2021
2021 Q1 Markets on the vaccine needle
Hendrik König
german top tenEquities Jan 04, 2021
2020 Q4 Top Ten Update: HelloFresh out - Siemens in
Hendrik König
german top ten updateEquities Dec 11, 2020
Jahresausblick FI/FX 2021
Outlook (FI/FX )Fixed Income & FX, Equities Dec 03, 2020
2020 Q4 Top Ten Update: Siltronic out - W&W in
Hendrik König
german top ten updateEquities Dec 01, 2020
Outlook: The central bank liquidity train is still pulling everyone along - next stop digital QE
Hendrik König
Outlook (equities)Fixed Income & FX, EquitiesBanks, Chemicals, ... Nov 30, 2020
Jahresausblick Credit 2021
Outlook (FI/FX )Fixed Income & FX, Equities Nov 26, 2020
2020 Q4 Top Ten Update: Infineon out - HelloFresh in
Hendrik König
german top ten updateEquities Oct 29, 2020
capm view: Geld- und Fiskalpolitik dominieren alles
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Oct 22, 2020
capm view: Monetary and fiscal policy dominate everything
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Oct 22, 2020
capm special: US Election brawl: An election during a global pandemic
Hendrik König
capm specialFixed Income & FX, EquitiesConstruction, Industrial Technology, ... Oct 19, 2020
quarterly preview: 2020 Q3
Metzler Research Team
quarterly previewEquities Oct 01, 2020
2020 Q4 A lot of hope - little in real terms
Hendrik König
german top tenEquities Oct 01, 2020