Analyst details
capm daily: Fokus Fed/Inflation: Genug Sorgen eingepreist + Die Pandemie verändert die Getränkebranche
Stephan Bauer, Eugen Keller
capm dailyFixed Income & FX, Equities 12. Jan 2022
Krones: Stronger pricing and self-help measures should offset cost inflation
Stephan Bauer
company noteEquitiesIndustrial Technology 11. Jan 2022
Airbus Group: Pre-crisis earnings levels in sight
Stephan Bauer
company noteEquitiesIndustrial Technology 06. Jan 2022
Jungheinrich: Price increases and self-help measures should offset cost inflation
Stephan Bauer
company noteEquitiesIndustrial Technology 16. Dez 2021
capm daily: Fokus FOMC: Alle Augen auf Jerome Powell gerichtet + Materialengpässe dämpfen Umsatzwachstum
Stephan Bauer, Eugen Keller
capm dailyFixed Income & FX, Equities 15. Dez 2021
Wacker Neuson: De-risked profile not adequately reflected in share price
Stephan Bauer
company noteEquitiesIndustrial Technology 01. Dez 2021
Industrial Technology: Shining order intake but material bottlenecks dampens growth
Stephan Bauer
sector noteEquitiesIndustrial Technology 29. Nov 2021
capm daily: Fokus Notenbanken: Das Dilemma wird immer größer + Materialverfügbarkeit wird zunehmend ein Problem
Stephan Bauer, Eugen Keller
capm dailyFixed Income & FX, Equities 22. Nov 2021
GEA Group: Turnaround accomplished - margin growth ahead
Stephan Bauer
company noteEquitiesIndustrial Technology 19. Nov 2021
Stephan Bauer Stephan.Bauer@metzler.com
+49 69 2104-4363
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capm daily: Fokus FOMC: Joe Powell mit deutlichen Worten + Disruption der anderen Art
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