Analystenresearch
Im Folgenden sind wesentliche Analysen bzw. Studien der vergangenen 12 Monate aufgelistet. Eine Übersicht des gesamten im Markt vorhandenen Research zur ThyssenKrupp Aktie in neutraler Form ist uns aus verständlichen Gründen leider nicht möglich. Eine Reihe von Finanzdienstleistern werten jedoch das Analystenresearch aus. Als Service haben wir Ihnen unter Analystenstimmen eine Übersicht aktueller Analysen zur ThyssenKrupp Aktie von der aktiencheck.de AG bereitgestellt (inklusive Rückblick über 24 Monate).
Analystenstudien
September 2008
| Broker |
Analyst |
Title |
Date |
| Kepler Equities |
Rochus Brauneiser |
“ThyssenKrupp“ |
29. September 2008 |
| UniCredit |
Christian Obst |
"ThyssenKrupp" |
01. September 2008 |
nach oben
August 2008
| Broker |
Analyst |
Titel |
Datum |
| Steubing |
Michael Broeker |
“Kommentar 3Q2007/2008, Update“ |
27. August 2008 |
| Kepler Equities |
Rochus Brauneiser |
“The road to EUR1bn“ |
26. August 2008 |
| Commerzbank |
Dirk Nettling |
“Forward strategy in Services“ |
26. August 2008 |
| JP Morgan |
Jeffrey Largey |
“ThyssenKrupp“ |
26. August 2008 |
| Merrill Lynch |
Daniel Fairclough |
“Services shake-up: Focussing on distribution and trading“ |
26. August 2008 |
| UBS |
Andrew Snowdowne |
“Restructuring of Service Division“ |
26. August 2008 |
| Deutsche Bank |
Bastian Synagowitz |
“Strong Q3 triggers guidance increase“ |
22. August 2008 |
| HSBC |
Alan Coats |
“ThyssenKrupp” |
21. August 2008 |
| Kepler Equities |
Rochus Brauneiser |
“Cheap now, expensive later(?)” |
21. August 2008 |
| DZ Bank |
Dirk Schlamp |
“ThyssenKrupp“ |
20. August 2008 |
| Bankhaus Metzler |
Lars Hetche |
“ThyssenKrupp“ |
19. August 2008 |
| BHF-Bank |
Herrmann Reith |
“ThyssenKrupp” |
19. August 2008 |
| Exane BNP Paribas |
Vincent Lepine |
“ThyssenKrupp” |
18. August 2008 |
| Merck Finck & Co. |
Robert Greil |
“Higher guidance and higher Brazil-costs“ |
18. August 2008 |
| Sal. Oppenheim |
Peter Metzger |
“ThyssenKrupp“ |
18. August 2008 |
| Citigroup |
Johan Rode |
“ThyssenKrupp AG“ |
15. August 2008 |
| Cheuvreux |
Jens Münstermann |
“ThyssenKrupp“ |
15. August 2008 |
| Credit Suisse |
Michael Shillaker |
“Q3 results review“ |
15. August 2008 |
| Lehman Brothers |
Dana Guido |
“ThyssenKrupp“ |
15. August 2008 |
| UBS |
Andrew Snowdowne |
“Key Takeaways from Q3 Conference Call“ |
15. August 2008 |
| Bayern LB |
Manfred Bucher |
“ThyssenKrupp” |
14. August 2008 |
| Commerzbank |
Dirk Nettling |
“Q3 above expectations, raises guidance” |
14. August 2008 |
| JP Morgan |
Jeffrey Largey |
“ThyssenKrupp“ |
14. August 2008 |
| Merrill Lynch |
Daniel Fairclough |
“Guidance raised“ |
14. August 2008 |
| UBS |
Andrew Snowdowne |
“First Read: ThyssenKrupp” |
14. August 2008 |
| Lehman Brothers |
Dana Guido |
“ThyssenKrupp” |
12. August 2008 |
| Société Générale |
Alain William |
“ThyssenKrupp“ |
12. August 2008 |
| Steubing |
Michael Broeker |
“Update FY2007/08, Vorschau Q3 2007/08“ |
11. August 2008 |
| UBS |
Andrew Snowdowne |
“Q3 earnings preview“ |
11. August 2008 |
| Cheuvreux |
Jens Münstermann |
“ThyssenKrupp” |
07. August 2008 |
| Credit Suisse |
MichaelShillaker |
“The return of the billion?” |
07. August 2008 |
| Exane BNP Paribas |
Vincent Lepine |
“Q3 07/08 results on 14 August“ |
07. August 2008 |
| Merrill Lynch |
Daniel Fairclough |
“Positive catalysts coming in to sight“ |
04. August 2008 |
| Deutsche Bank |
Bastian Synagowitz |
“Q3 results preview” |
03. August 2008 |
| JP Morgan |
Jeffrey Largey |
“ThyssenKrupp” |
01. August 2008 |
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Juli 2008
| Broker |
Analyst |
Titel |
Datum |
| HSBC |
Alan Coats |
"ThyssenKrupp" |
08. Juli 2008 |
| Merck Finck & Co. |
Robert Greil |
"ThyssenKrupp - Challenging
conditions in steel markets" |
08. Juli 2008 |
| Sal. Oppenheim |
Peter Metzger |
"ThyssenKrupp" |
09. Juli 2008 |
| DZ Bank |
Dirk Schlamp |
"ThyssenKrupp" |
28. Juli 2008 |
| Merrill Lynch |
Daniel Fairclough |
"Upgrade to Buy - contracts to confirm
pricing power" |
30. Juli 2008 |
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Juni 2008
| Broker |
Analyst |
Titel |
Datum |
| Lehman Brothers |
Dana Guido |
"Initiation of Coverage" |
03. Juni 2008 |
| Hamburger Sparkasse |
Ingo Schmidt |
"ThyssenKrupp AG" |
09. Juni 2008 |
| Credit Suisse |
Michael Shillaker |
"Investor feedback from US roadshow" |
12. Juni 2008 |
| Kepler Equities |
Rochus Brauneiser |
"Contract talks heating up" |
26. Juni 2008 |
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Mai 2008
| Broker |
Analyst |
Titel |
Datum |
| Exane BNP Paribas |
Vincent Lepine |
"Value for long-term holders" |
28. Mai 2008 |
| Bayern LB |
Manfred Bucher |
"ThyssenKrupp" |
27. Mai 2008 |
| Landesbank Baden-Württemberg |
Alexandra Hauser |
"Kursziel erreicht" |
21. Mai 2008 |
| BHF-Bank |
Hermann Reith |
"Company update" |
20. Mai 2008 |
| Nord/LB |
Karin Meibeyer |
"Veröffentlichung der Q2 und HJ1 07/08-Geschäftszahlen" |
20. Mai 2008 |
| Sal. Oppenheim |
Peter Metzger |
"Value enhancing measures ahead?" |
19. Mai 2008 |
| DZ Bank |
Dirk Schlamp |
"FV (…) erhöht/sehen weiteres Potenzial" |
19. Mai 2008 |
| Merrill Lynch |
Mark Troman |
"Binary Outcome on Surcharges" |
15. Mai 2008 |
| Citigroup |
Johan Rode |
"Q2 2007/08 First Take" |
15. Mai 2008 |
| Bankhaus Lampe |
Heiko Feber |
"Erwartungen im 2. Quartal erfüllt (…)" |
15. Mai 2008 |
| Société Générale |
Alain William |
"The risk of a margin squeeze remains in H2 07/08e" |
15. Mai 2008 |
| Credit Suisse |
Michael Shillaker |
"Numbers ok, Brazil delayed, but still looks very cheap" |
14. Mai 2008 |
| UBS |
Andrew Snowdowne |
"Solid result, but delay to greenfield project" |
14. Mai 2008 |
| JPMorgan |
Jeffrey Largey |
"TKA reaffirms full-year guidance (…)" |
14. Mai 2008 |
| Deutsche Bank |
Bastian Synagowitz |
"PT reached, downgrade to Hold" |
14. Mai 2008 |
| Cazenove |
Kartik Swaminathan |
"ThyssenKrupp" |
14. Mai 2008 |
| ABN AMRO |
Tim Huff |
"Stable earnings despite cost pressure" |
09. Mai 2008 |
| HSBC |
Alan Coats |
"ThyssenKrupp" |
01. Mai 2008 |
nach oben
April 2008
| Broker |
Analyst |
Titel |
Datum |
| Bankhaus Metzler |
Lars Hettche |
"ThyssenKrupp" |
23. April 2008 |
| Sal. Oppenheim |
Peter Metzger |
"ThyssenKrupp" |
23. April 2008 |
| CA Cheuvreux |
Jens Münstermann |
"Downgrade to Underperform" |
22. April 2008 |
| Exane BNP Paribas |
Vincent Lepine |
"Q2 Results on 14 May" |
22. April 2008 |
| HSBC |
Alan Coats |
"Reiterate Overweight" |
17. April 2008 |
| Citigroup |
Johan Rode |
"Margin Squeeze Expected in 2008, but Value Increases" |
14. April 2008 |
nach oben
März 2008
| Broker |
Analyst |
Titel |
Datum |
| Bankhaus Lampe |
Heiko Feber |
"Update" |
10. März 2008 |
| Merrill Lynch |
Mark Troman |
"Raw Deal " |
07. März 2008 |
nach oben
Februar 2008
| Broker |
Analyst |
Titel |
Datum |
| Credit Suisse |
Michael Shillaker |
"Don't overcomplicate: look at growth and value" |
26. Februar 2008 |
| DZ Bank |
Dirk Schlamp |
"Buy recommendation confirmed and fair value per share raised (...)" |
26. Februar 2008 |
| Goldman Sachs |
Peter Mallin-Jones |
"Adding to Buy List on attractive valuation" |
22. Februar 2008 |
| Bayerische Landesbank |
Manfred Bucher |
"ThyssenKrupp" |
21. Februar 2008 |
| Exane BNP Paribas |
Vincent Lepine |
"Spot business more attractive than annual contracts in 2008" |
18. Februar 2008 |
| Sal. Oppenheim |
Peter Metzger |
"Sentiment likely to improve" |
14. Februar 2008 |
| Bankhaus Metzler |
Lars Hettche |
"ThyssenKrupp" |
14. Februar 2008 |
| BHF-Bank |
Hermann Reith |
"ThyssenKrupp" |
14. Februar 2008 |
| JPMorgan |
Jeffrey Largey |
"Outlook steadying; Raising PT to €39" |
14. Februar 2008 |
| Deutsche Bank |
Johan Rode |
"Q1 results - in line despite market nervousness" |
13. Februar 2008 |
| UniCredit |
Christian Obst |
"Q1 figures: We confirm our Hold rating" |
13. Februar 2008 |
| UBS |
Andrew Snowdowne |
"Q108 results - slightly ahead of expected" |
13. Februar 2008 |
| Morgan Stanley |
Johan Swahn |
"Much to Be Admired but Better Upside Elsewhere" |
08. Februar 2008 |
nach oben
Januar 2008
| Broker |
Analyst |
Titel |
Datum |
| Steubing |
Michael Broeker |
"Company update" |
25. Januar 2008 |
| SRH AlsterResearch |
Oliver Drebing |
"Starke Perspektive verdeutlicht sich im Jahresverlauf" |
24. Januar 2008 |
| UBS |
Andrew Snowdowne |
"Prelim results support positive outlook" |
18. Januar 2008 |
| UniCredit |
Christian Obst |
"Upgrade from Sell to Hold" |
18. Januar 2008 |
| Bankhaus Lampe |
Heiko Feber |
"Ergebnis im 1. Quartal 2007/08 besser als erwartet" |
18. Januar 2008 |
| Deutsche Bank |
Bastian Synagowitz |
"Fundamentals remain robust" |
17. Januar 2008 |
| HSBC |
Alan Coats |
"ThyssenKrupp" |
17. Januar 2008 |
| Commerzbank |
Dirk Nettling |
"Deep value long term - cautious stance short term" |
17. Januar 2008 |
nach oben
Dezember 2007
| Broker |
Analyst |
Titel |
Datum |
| Kepler Equities |
Rochus Brauneiser |
"Not as bad as it looked" |
21. Dezember 2007 |
| Credit Suisse |
Michael Shillaker |
"The steel stock for 2008?" |
12. Dezember 2007 |
| Bankhaus Lampe |
Heiko Feber |
"Edelstahl belastet Schlussquartal" |
10. Dezember 2007 |
| Exane BNP Paribas |
Vincent Lepine |
"Company-specific catalysts look far off" |
10. Dezember 2007 |
| DZ Bank |
Dirk Schlamp |
"Buy recommendation confirmed" |
7. Dezember 2007 |
| Sal. Oppenheim |
Peter Metzger |
"Fair value reduced" |
6. Dezember 2007 |
| Hamburger Sparkasse |
Ingo Schmidt |
"Rekordergebnis, aber wie geht's weiter?" |
6. Dezember 2007 |
| Credit Suisse |
Michael Shillaker |
"Past the cyclical trough" |
5. Dezember 2007 |
| Goldman Sachs |
Peter Mallin-Jones |
"Price target cut?; maintain Neutral" |
5. Dezember 2007 |
| Société Générale |
Alain William |
"Disappointing Q4 results but the outlook is not that bleak" |
5. Dezember 2007 |
| JPMorgan |
Jeffrey Largey |
"FY2008 looks like soft-patch; Remain Neutral" |
5. Dezember 2007 |
| UBS |
Andrew Snowdowne |
"FY07 slightly below low expected" |
5. Dezember 2007 |
nach oben
November 2007
| Broker |
Analyst |
Titel |
Datum |
| JPMorgan |
Jeffrey Largey |
"ThyssenKrupp - Initiation" |
29. November 2007 |
| Credit Suisse |
Michael Shillaker |
"Q4 and FY 06/07 preview" |
29. November 2007 |
| HSBC |
Alan Coats |
"Earnings revisions for European Steel" |
29. November 2007 |
| Exane BNP Paribas |
Vincent Lepine |
"FY 06/07 results on 4 December" |
29. November 2007 |
| DZ Bank |
Dirk Schlamp |
"Preview" |
28. November 2007 |
| Goldman Sachs |
Peter Mallin-Jones |
"Removed from the Buy list" |
26. November 2007 |
| BHF-Bank |
Hermann Reith |
"Earnings preview" |
26. November 2007 |
| Société Générale |
Alain William |
"Rating upgrade" |
21. November 2007 |
nach oben
Oktober 2007
| Broker |
Analyst |
Titel |
Datum |
| Credit Suisse |
Michael Shillaker |
"GARP!" |
29. Oktober 2007 |
| BHF-Bank |
Hermann Reith |
"Company update" |
29. Oktober 2007 |
| Steubing |
Michael Broeker |
"Company update" |
25. Oktober 2007 |
| UniCredit |
Christian Obst |
"Downgrade to Sell" |
10. Oktober 2007 |
nach oben