16.06.2020 - Companies

German corporations in times of the corona crisis - better than their reputation

by Kai Lehmann

With the Corona pandemic, the survival of many companies in Germany was suddenly called into question. But just how resilient are major German companies really?

15.05.2020 - Companies

The true costs of share-based compensation

by Kai Lehmann

[Translate to English:]
The share-based compensation programs of large corporations often incur immense costs. However the true costs of these programs are not reflected by the income statements.

30.04.2020 - Companies

Paradoxical pension burdens

Why the pension plans of DAX-30 companies are apparently being relieved by the Corona crisis

by Kai Lehmann

After the pension burdens had risen steadily in recent years, the capital market turbulence in the wake of the corona crisis should provide significant relief.

14.01.2020 - Macroeconomics

Is there a savings glut due to pension savings?

by Thomas Mayer Kai Lehmann

The thesis that interest rates would have been lowered by a flood of savings due to greater efforts to save for retirement is not supported by facts.

28.11.2019 - Companies

Sustainable? Yes...No...Maybe! On the lack of comparability of ESG ratings

by Kai Lehmann

Video
The ESG ratings of various providers sometimes differ significantly from one another. A responsible investor should therefore always form his own opinion.

09.09.2019 - Companies

Provisions as an instrument of influencing earning (?)

by Kai Lehmann

The DAX companies do not use the leeway in accounting for provisions for accounting purposes. Thus, there is only a weak correlation between the development of provisions and the earnings situation.