Metzler Research

capm daily: Focus Financial Markets: Rising Oil Prices As A Strain + Attack of the drones

Salzgitter Implications from KHS management meeting

Lanxess Margins and potential lithium-catalyst should drive outperformance

Henkel Guidance cut with just minor impact on valuation

Salzgitter Sharp decline in iron ore prices suggests peak margin squeeze in Q3

ThyssenKrupp Update - guidance cut implies 5 - 10% downside for consensus

Lanxess Currenta sale is a good, value accretive deal for Lanxess

Evonik Model Update - taking out the PeroxyChem acquisition

Lanxess A haven of stability in chemicals