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  • Materials

Materials German Community

Our community narratives are driven by numbers and valuation.

Author Program NEW

Materials German Investing Ideas

SDF logo
K+S
48.8% overvalued intrinsic discount

K+S Aktiengesellschaft — Cyclical Investment Strategy

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GA
galinredo
galinredo
Published 21 Aug
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LYI logo
Lynas Rare Earths
54.3% undervalued intrinsic discount

Lynas Rare Earths 2026 Outlook: Transitioning from Capital Expenditure to Operational Harvest

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CR
CrayonDave
Published 7 Mar
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TKA logo
thyssenkrupp
111.4% overvalued intrinsic discount

ThyssenKrupp launch Spin Off Marine Systems

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EU
EUInvestor
Published 30 Sep 2025
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TKA logo
thyssenkrupp
63.7% undervalued intrinsic discount

Extremely bullish

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IC
IconGroup
Updated 8 Jan 2025
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PKX logo
POSCO Holdings
73.5% undervalued intrinsic discount

POSCO Holdings aims for 4% profit margin growth with lower inflation support

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DR
DrPotato
DrPotato
Published 17 Jan 2025
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TKA logo
thyssenkrupp
5.9% undervalued intrinsic discount
Updated

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 8 Sep
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EVK logo
Evonik Industries
2.3% undervalued intrinsic discount

Analyst Views Mixed as Evonik Faces Softer Outlook Amid Valuation Adjustments and Strategic Moves

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 19 Aug
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NDA logo
Aurubis
2.2% overvalued intrinsic discount

Analysts Raise Aurubis Price Target as Outlook Improves Amid Strategic Growth Initiatives

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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SY1 logo
Symrise
11.6% undervalued intrinsic discount

Elevated Sector Risks Will Shape Industry Outlook Amid Global Expansion

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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