Equities overview
Current Research
Kion Group: Sound IT&S performance overshadowed by weak SCS order intake
Stephan Bauer
company noteEquitiesIndustrial Technology yesterday
capm daily: Focus on Germany: slight signs of improvement + Data confirms trend towards cyclical recovery
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities yesterday
Krones: Q1/24e preview: We expect sustained high demand
Stephan Bauer
company noteEquitiesIndustrial Technology Apr 24, 2024
SAP: Continued cloud momentum paired with FCF growth
Oliver Frey
company noteEquitiesSoftware Apr 24, 2024
Deutsche Börse: Management outlook 2024 appears well achievable
Jochen Schmitt
company noteEquitiesFinancial services Apr 24, 2024
capm daily: Focus on PMIs: two-speed economy + E-cars are gaining in importance worldwide
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities Apr 24, 2024
Munich Re: Strong start into the financial year
Jochen Schmitt
company noteEquitiesInsurance Apr 23, 2024
Hypoport: EBIT recovering in Q1, as we had expected
Jochen Schmitt
company noteEquitiesFinancial services Apr 23, 2024
Vossloh: Rock-solid demand drivers
Stephan Bauer
company noteEquitiesIndustrial Technology Apr 23, 2024
Most read
credit daily: M&A im Rohstoffsektor: BHP erwägt Anglo-Übernahme
Juliane Rack, Stoyan Toshev
credit dailyFixed Income & FX yesterday
fi/fx strategy: EZB im Juni!, Fed im September?
Eugen Keller
fi/fx strategyFixed Income & FX Apr 24, 2024
capm daily: Focus on Germany: slight signs of improvement + Data confirms trend towards cyclical recovery
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities yesterday
Special topics
equity special: Time for a reassessment of the mid- and small-cap segment
Uwe Hohmann
equity specialEquitiesChemicals, Consumer Goods, ... Apr 18, 2024
quarterly preview: 2024 Q1
Metzler Research Team
quarterly previewEquities Apr 16, 2024
2024 Q2 German economy showing first signs of recovery
Uwe Hohmann
german top tenEquities Apr 02, 2024
2024 Q1 Top Ten Update: Energiekontor, Rational and Traton out - BMW, Knorr-Bremse and Siemens Healthineers in
Uwe Hohmann
german top ten updateEquities Mar 06, 2024
Mobility: FY24e: A sector at a crossroads
Pal Skirta
sector reportEquitiesMobility Feb 26, 2024
Utilities/Renewables: We expect lower and less volatile electricity prices
Guido Hoymann
sector reportEquitiesUtilities/Renewables Feb 12, 2024
quarterly preview: 2023 Q4
Metzler Research Team
quarterly previewEquities Jan 12, 2024
2024 Q1 Still waiting for an economic upturn
Uwe Hohmann
german top tenEquities Jan 02, 2024
Jahresausblick Rates & Credit 2024
Outlook (FI/FX )Fixed Income & FX, Equities Nov 23, 2023
Outlook: Outlook 2024
Uwe Hohmann
Outlook (equities)Fixed Income & FX, EquitiesBanks, Chemicals, ... Nov 22, 2023
Mobility: German Automotive Sector: What the Future Holds
Pal Skirta
sector reportEquitiesMobility Oct 19, 2023
2023 Q4 Top Ten Update: Stratec out - Wacker Neuson in
Uwe Hohmann
german top ten updateEquities Oct 17, 2023
quarterly preview: 2023 Q3
Metzler Research Team
quarterly previewEquities Oct 06, 2023
2023 Q4 Disillusionment on the stock market
Uwe Hohmann
german top tenEquities Oct 02, 2023
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