Analyst research
The following is a list of material analyses and (short) studies from the past twelve months. For obvious reasons we are unable to provide a neutral overview of all the research available in the market on ThyssenKrupp shares.
Analyst report
June 2008
| Broker |
Analyst |
Title |
Date |
| Lehman Brothers |
Dana Guido |
"Initiation of Coverage" |
June 03, 2008 |
| Hamburger Sparkasse |
Ingo Schmidt |
"ThyssenKrupp AG" |
June 09, 2008 |
| Credit Suisse |
Michael Shillaker |
"Investor feedback from US roadshow" |
June 12, 2008 |
| Kepler Equities |
Rochus Brauneiser |
"Contract talks heating up" |
June 26, 2008 |
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May 2008
| Broker |
Analyst |
Title |
Date |
| Exane BNP Paribas |
Vincent Lepine |
"Value for long-term holders" |
May 28, 2008 |
| Bayern LB |
Manfred Bucher |
"ThyssenKrupp" |
May 27, 2008 |
| Landesbank Baden-Württemberg |
Alexandra Hauser |
"Kursziel erreicht" |
May 21, 2008 |
| BHF-Bank |
Hermann Reith |
"Company update" |
May 20, 2008 |
| Nord/LB |
Karin Meibeyer |
"Veröffentlichung der Q2 und HJ1 07/08-Geschäftszahlen" |
May 20, 2008 |
| Sal. Oppenheim |
Peter Metzger |
"Value enhancing measures ahead?" |
May 19, 2008 |
| DZ Bank |
Dirk Schlamp |
"FV (…) erhöht/sehen weiteres Potenzial" |
May 19, 2008 |
| Merrill Lynch |
Mark Troman |
"Binary Outcome on Surcharges" |
May 15, 2008 |
| Citigroup |
Johan Rode |
"Q2 2007/08 First Take" |
May 15, 2008 |
| Bankhaus Lampe |
Heiko Feber |
"Erwartungen im 2. Quartal erfüllt (…)" |
May 15, 2008 |
| Société Générale |
Alain William |
"The risk of a margin squeeze remains in H2 07/08e" |
May 15, 2008 |
| Credit Suisse |
Michael Shillaker |
"Numbers ok, Brazil delayed, but still looks very cheap" |
May 14, 2008 |
| UBS |
Andrew Snowdowne |
"Solid result, but delay to greenfield project" |
May 14, 2008 |
| JPMorgan |
Jeffrey Largey |
"TKA reaffirms full-year guidance (…)" |
May 14, 2008 |
| Deutsche Bank |
Bastian Synagowitz |
"PT reached, downgrade to Hold" |
May 14, 2008 |
| Cazenove |
Kartik Swaminathan |
"ThyssenKrupp" |
May 14, 2008 |
| ABN AMRO |
Tim Huff |
"Stable earnings despite cost pressure" |
May 09, 2008 |
| HSBC |
Alan Coats |
"ThyssenKrupp" |
May 01, 2008 |
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April 2008
| Broker |
Analyst |
Title |
Date |
| Bankhaus Metzler |
Lars Hettche |
"ThyssenKrupp" |
April 23, 2008 |
| Sal. Oppenheim |
Peter Metzger |
"ThyssenKrupp" |
April 23, 2008 |
| CA Cheuvreux |
Jens Münstermann |
"Downgrade to Underperform" |
April 22, 2008 |
| Exane BNP Paribas |
Vincent Lepine |
"Q2 Results on 14 May" |
April 22, 2008 |
| HSBC |
Alan Coats |
"Reiterate Overweight" |
April 17, 2008 |
| Citigroup |
Johan Rode |
"Margin Squeeze Expected in 2008, but Value Increases" |
April 14, 2008 |
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March 2008
| Broker |
Analyst |
Title |
Date |
| Bankhaus Lampe |
Heiko Feber |
"Update" |
March 10, 2008 |
| Merrill Lynch |
Mark Troman |
"Raw Deal " |
March 07, 2008 |
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February 2008
| Broker |
Analyst |
Title |
Date |
| Credit Suisse |
Michael Shillaker |
"Don't overcomplicate: look at growth and value" |
February 26, 2008 |
| DZ Bank |
Dirk Schlamp |
"Buy recommendation confirmed and fair value per share raised (...)" |
February 26, 2008 |
| Goldman Sachs |
Peter Mallin-Jones |
"Adding to Buy List on attractive valuation" |
February 22, 2008 |
| Bayerische Landesbank |
Manfred Bucher |
"ThyssenKrupp" |
February 21, 2008 |
| Exane BNP Paribas |
Vincent Lepine |
"Spot business more attractive than annual contracts in 2008" |
February 18, 2008 |
| Sal. Oppenheim |
Peter Metzger |
"Sentiment likely to improve" |
February 14, 2008 |
| Bankhaus Metzler |
Lars Hettche |
"ThyssenKrupp" |
February 14, 2008 |
| BHF-Bank |
Hermann Reith |
"ThyssenKrupp" |
February 14, 2008 |
| JPMorgan |
Jeffrey Largey |
"Outlook steadying; Raising PT to €39" |
February 14, 2008 |
| Deutsche Bank |
Johan Rode |
"Q1 results - in line despite market nervousness" |
February 13, 2008 |
| UniCredit |
Christian Obst |
"Q1 figures: We confirm our Hold rating" |
February 13, 2008 |
| UBS |
Andrew Snowdowne |
"Q108 results - slightly ahead of expected" |
February 13, 2008 |
| Morgan Stanley |
Johan Swahn |
"Much to Be Admired but Better Upside Elsewhere" |
February 08, 2008 |
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January 2008
| Broker |
Analyst |
Title |
Date |
| Steubing |
Michael Broeker |
"Company update" |
January 25, 2008 |
| SRH AlsterResearch |
Oliver Drebing |
"Starke Perspektive verdeutlicht sich im Jahresverlauf" |
January 24, 2008 |
| UBS |
Andrew Snowdowne |
"Prelim results support positive outlook" |
January 18, 2008 |
| UniCredit |
Christian Obst |
"Upgrade from Sell to Hold" |
January 24, 2008 |
| Bankhaus Lampe |
Heiko Feber |
"Ergebnis im 1. Quartal 2007/08 besser als erwartet" |
January 18, 2008 |
| Deutsche Bank |
Bastian Synagowitz |
"Fundamentals remain robust" |
January 17, 2008 |
| HSBC |
Alan Coats |
"ThyssenKrupp" |
January 17, 2008 |
| Commerzbank |
Dirk Nettling |
"Deep value long term - cautious stance short term" |
January 17, 2008 |
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December 2007
| Broker |
Analyst |
Title |
Date |
| Kepler Equities |
Rochus Brauneiser |
"Not as bad as it looked" |
December 21, 2007 |
| Credit Suisse |
Michael Shillaker |
"The steel stock for 2008?" |
December 12, 2007 |
| Bankhaus Lampe |
Heiko Feber |
"Edelstahl belastet Schlussquartal" |
December 10, 2007 |
| Exane BNP Paribas |
Vincent Lepine |
"Company-specific catalysts look far off" |
December 10, 2007 |
| DZ Bank |
Dirk Schlamp |
"Buy recommendation confirmed" |
December 7, 2007 |
| Sal. Oppenheim |
Peter Metzger |
"Fair value reduced" |
December 6, 2007 |
| Hamburger Sparkasse |
Ingo Schmidt |
"Rekordergebnis, aber wie geht's weiter?" |
December 6, 2007 |
| Credit Suisse |
Michael Shillaker |
"Past the cyclical trough" |
December 5, 2007 |
| Goldman Sachs |
Peter Mallin-Jones |
"Price target cut?; maintain Neutral" |
December 5, 2007 |
| Société Générale |
Alain William |
"Disappointing Q4 results but the outlook is not that bleak" |
December 5, 2007 |
| JPMorgan |
Jeffrey Largey |
"FY2008 looks like soft-patch; Remain Neutral" |
December 5, 2007 |
| UBS |
Andrew Snowdowne |
"FY07 slightly below low expected" |
December 5, 2007 |
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November 2007
| Broker |
Analyst |
Title |
Date |
| JPMorgan |
Jeffrey Largey |
"ThyssenKrupp - Initiation |
November 29, 2007 |
| Credit Suisse |
Michael Shillaker |
"Q4 and FY 06/07 preview" |
November 29, 2007 |
| HSBC |
Alain Coats |
"Earnings revisions for European Steel" |
November 29, 2007 |
| Exane BNP Paribas |
Vincent Lepine |
"FY 06/07 results on 4 December" |
November 29, 2007 |
| DZ Bank |
Dirk Schlamp |
"Preview" |
November 28, 2007 |
| Goldman Sachs |
Peter Mallin-Jones |
"Removed from the Buy list" |
November 26, 2007 |
| BHF-Bank |
Hermann Reith |
"Earnings preview" |
November 26, 2007 |
| Société Générale |
Alain William |
"Rating upgrade" |
November 21, 2007 |
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October 2007
| Broker |
Analyst |
Title |
Date |
| Credit Suisse |
Michael Shillaker |
"GARP!" |
October 29, 2007 |
| BHF-Bank |
Hermann Reith |
"Company update" |
October 29, 2007 |
| Steubing |
Michael Broeker |
"Company update" |
October 25, 2007 |
| UniCredit |
Christian Obst |
"Downgrade to Sell" |
October 10, 2007 |
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September 2007
| Broker |
Analyst |
Title |
Date |
| Credit Suisse |
Michael Shillaker |
"Contract outcomes should be positive - upping 08 numbers" |
September 25, 2007 |
| ABN AMRO |
Tim Huff |
"On the way to €50bn + revenue" |
September 13, 2007 |
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August 2007
| Broker |
Analyst |
Title |
Date |
| SRH Alster Research |
Oliver Drebing |
“Rekordquartal Fortsetzung folgt nach kurzer Pause“ |
August 17, 2007 |
| M.M. Warburg |
Peter Metzger |
“ThyssenKrupp“ |
August 15, 2007 |
| Goldman Sachs |
Peter Mallin-Jones |
“Small estimate change after 3Q2007 result“ |
August 14, 2007 |
| Credit Suisse |
Michael Shillaker |
“Stability and visibility“ |
August 13, 2007 |
| BHF-Bank |
Hermann Reith |
“Company update“ |
August 13, 2007 |
| Exane BNP Paribas |
Vincent Lepine |
“Robust fiscal Q3 earnings“ |
August 13, 2007 |
| CA Cheuvreux |
Jens Münstermann |
“Long-term targets confirmed“ |
August 13, 2007 |
| Merrill Lynch |
Ben Maslen |
“Long Term Confidence” |
August 13, 2007 |
| Société Générale |
Luc Pez |
“Better Q3 06/07 results, but cautious guidance for FY 06/07” |
August 13, 2007 |
| DZ Bank |
Dirk Schlamp |
“Q3 results better than expected“ |
August 13, 2007 |
| BayernLB |
Manfred Bucher |
“ThyssenKrupp“ |
August 13, 2007 |
| UBS |
Andrew Snowdowne |
“Record Q3 result” |
August 10, 2007 |
| Merck Finck & Co. |
Nils Lesser |
“Strong Q3 results” |
August 10, 2007 |
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July 2007
| Broker |
Analyst |
Title |
Date |
| Goldman Sachs |
Peter Mallin-Jones |
"Upgrading ThyssenKrupp to Buy" |
July 6, 2007 |
| Merck Finck & Co. |
Nils Lesser |
"Still no peak of the cycle in sight" |
July 2, 2007 |
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