Metzler Research

capm daily: Focus Markets: Does the ECB Have a Surprise in Store? + Macro driven markets

capm daily: Focus Bond Markets: Difficult Situation! + From a throwaway society to a circular economy

Lanxess: The HPM deal unveils the undervaluation of shares

Aurubis: Riding the secular recycling bull market

ThyssenKrupp: Great catch-up potential as steel boom starts feeding into TKA's P&L

Salzgitter: It could hardly get any better than that

capm daily: Focus Markets: US Inflation Surprise? + Pricing power

Henkel: Ambitious goals, but doubts remain

Lanxess: Update - encouraging view on Q2 and potential gas embargo