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Helma: Solid execution in a challenging environment
Stephan Bonhage
company note
Equities
Construction
Aug 12, 2022
HeidelbergCement: Solid Q2 but lowered FY 22e profit outlook
Stephan Bonhage
company note
Equities
Construction
Jul 29, 2022
Steico: A good Q2
Stephan Bonhage
company note
Equities
Construction
Jul 20, 2022
Steico: Q2 preview: We expect a strong Q2
Stephan Bonhage
company note
Equities
Construction
Jul 14, 2022
DEFAMA Deutsche Fachmarkt AG: Recent newsflow underpins the growth story
Stephan Bonhage
company note
Equities
Real Estate
Jul 01, 2022
capm daily: Focus on the USA: Growing concerns about a recession + Back on the grid
Stephan Bonhage
,
Eugen Keller
, ...
capm daily
Fixed Income & FX, Equities
Jun 21, 2022
capm daily: Focus on markets: problems everywhere + Campaign Inflation stop
Stephan Bonhage
,
Eugen Keller
, ...
capm daily
Fixed Income & FX, Equities
Jun 13, 2022
Deutsche Konsum REIT-AG: Stable rental cashflow prospects
Stephan Bonhage
company note
Equities
Real Estate
Jun 10, 2022
capm daily: Focus on inflation: More persistent than expected + Expensive everyday life
Stephan Bonhage
,
Eugen Keller
, ...
capm daily
Fixed Income & FX, Equities
Jun 01, 2022
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Stephan Bonhage
stephan.bonhage@metzler.com
+49 69 2104-525
Most read
credit daily: Ausweitungsdruck bei Bonds von GSK, Sanofi & Haleon
Juliane Rack
credit daily
Fixed Income & FX
Aug 12, 2022
Energiekontor: Power generation surprises with very strong result
Guido Hoymann
company note
Equities
Utilities/Renewables
Aug 12, 2022
capm daily: Focus Markets: Another encouraging price signal from the USA + Emerging hope on the stock market
Uwe Hohmann
,
Sebastian Sachs
capm daily
Fixed Income & FX, Equities
Aug 12, 2022