research studies

02/03/2012
Morning Note 03.02.2012: Market Comment, Deutsche Boerse, Munich Re, SMA Solar,
02/02/2012
Deutsche Bank: Weaker than expected fourth quarter
02/02/2012
Exchanges: NYSE Euronext & Deutsche Boerse: Digesting the non-merger scenario, NYSE announces share buyback.
02/02/2012
Exchanges: Monthly performance continues the slide; clearly down on YoY basis
02/02/2012
Infineon: We do not believe that Q1 figures’ expected deterioration is yet (near) the bottom
02/02/2012
Morning Note 02.202.2012: Market Comment, Automotives, Deutsche Bank, Deutsche Boerse, Exchanges, Munich Re, NYSE Euronext,
02/02/2012
Munich Re: Unspectacular figures and renewal results – D/G to Neutral (Buy) after strong performance
02/01/2012
Deutsche Boerse: (B, PT EUR 59) D-Day
02/01/2012
Hannover Re: Solid renewal results, but no significant positive surprise on first glance
02/01/2012
Kuka: Downgrade for valuation reasons after prelim figures – CFO resignation adds to uncertainty

Expertise

The Silvia Quandt Research GmbH is the “think tank” of the Silvia Quandt & Cie. AG and develop company, sector and market studies which offer our institutional investors an excellent basis for asset decisions . The many years’ experience of the analysts and their curiosity to convert new ideas into investment compatible asset recommendations make Silvia Quandt Research GmbH unique.

Our analysts always work on detecting future trends and market movements to retrieve undervalued companies and industry sectors. Especially since the opinions of our analysts are partly contrary to the market, they belong to Germany’s opinion leaders.

We possess special expertise in the sectors: Real Estate, Banks and Financial Service Providers, Renewable Energies, Chemistry, Technology, Media and Telecommunication.
Furthermore we continuously publish sector-comprehensive strategy studies.

Our credo: Especially in today’s fast-moving time it is important to dedicate yourself to the original. Research means to be curious and investigative. The goal is not to comment on short-term events, but to analyse long-term trends and therefore to make the future of companies and investors more predictable.