Metzler Research

Commerzbank We alter our estimates following CFO remarks on previous quarter

capm daily: Focus Economy/Markets: Ongoing Improvement? + Deutsche Bank recently with a slight tailwind, but is it continuing?

W&W Streamlining the group

Deutsche Euroshop Despite online competition, we see value in DEQ's portfolio

Deutsche Bank Model update: We alter our estimates and keep our investment case

Allianz Price momentum in non-life segment in our view good

Vonovia Sound operating cash flow but we expect declining rental growth

Hypoport Europace as key earnings driver of the group

capm daily: Focus Politics/Markets: A little bit of euphoria + FTT