Metzler Research

United Internet Several opportunities could emerge as positve catalysts for the shares

capm daily: Fokus Märkte: Zentralbanken feuern! + Rollierender globaler Shutdown

Bechtle Likely to benefit from market consolidation and pent-up demand

SAP Well positioned to weather potentially weaker global growth

capm daily: Fokus Finanzmärkte: Zeuge eines Lehman-Moments + Bärenmarkt-Rallye?

Siltronic A few bright spots should be insufficient to offset declining ASP's

Infineon The recovery should at least be postponed if not interrupted

capm daily: Fokus Renten: Corona-Szenarien + Markt-Timing

Siltronic Lower consumption of electronics implies less wafer demand