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Heidelberg Materials: Q2 24 preview: expect results broadly inline with consensus
Thomas Schulte-Vorwick
company note
Equities
Bau
23. Jul 2024
Henkel: Strong margin performance in H1, but slight slowdown expected in H2
Thomas Schulte-Vorwick
company note
Equities
Konsum
23. Jul 2024
Salzgitter: Further margin weakness in Q2, guidance seems at risk
Thomas Schulte-Vorwick
company note
Equities
Stahl
22. Jul 2024
Lanxess: Strong Q2 consensus beat should alleviate guidance concerns
Thomas Schulte-Vorwick
company note
Equities
Chemie
18. Jul 2024
Evonik: Upgraded FY 24 guidance still appears conservative
Thomas Schulte-Vorwick
company note
Equities
Chemie
17. Jul 2024
Chemicals: Recovery to remain in early stages
Thomas Schulte-Vorwick
sector report
Equities
Chemie
05. Jul 2024
Salzgitter: Hopes of margin recovery in FY 24 fading
Thomas Schulte-Vorwick
company note
Equities
Stahl
01. Jul 2024
Aurubis: Metal prices vs. TC/RC's
Thomas Schulte-Vorwick
company note
Equities
Chemie
01. Jul 2024
Klöckner & Co: European business to remain sluggish
Thomas Schulte-Vorwick
company note
Equities
Stahl
24. Jun 2024
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Thomas Schulte-Vorwick
Thomas.Schulte-Vorwick@metzler.com
+49 69 2104-234
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