Commented by Armin Schulz on October 15th, 2024 | 07:15 CEST

Volkswagen and Bayer with problems – 123fahrschule, on the other hand, with great growth potential

• Digitization
• Technology
• Electromobility
• Pharma

As the German economy undergoes a profound transformation, traditional industries are facing significant challenges. Giants like Volkswagen and Bayer are experiencing difficult times with shrinking margins and structural changes. Volkswagen, Europe's leading automaker, is struggling with falling profits in its core brand despite high group earnings and is planning rigorous cost-cutting measures that could jeopardize jobs. Similarly, Bayer is being forced to make extensive job cuts and reorganize. However, in the midst of these crises, new opportunities are also emerging: companies like 123fahrschule are using innovative strategies to thrive in the education sector. Today, we take a closer look at these three companies.

Commented by André Will-Laudien on October 15th, 2024 | 07:00 CEST

After the China rally, is it now time for a gold rush? Important stock check with Alibaba, BYD, Nio, and Desert Gold

• Mining
• Gold
• Electromobility
• ecommerce

The global stock rally is quite impressive, given the current geopolitical situation. However, only a few stocks are actually rising - around 25% of listed stocks, to be precise. The higher valuation of stocks is mainly driven by inflows into the large standard ETFs, which receive monthly inflows via a savings program. In the third quarter of 2024, global ETF assets grew by USD 390 billion, reaching a total of USD 12.4 trillion in assets under management. Stock-picking, therefore, only makes sense today if you are well-informed or possess strong analytical skills. We highlight a few investment opportunities for a handpicked portfolio.

Commented by André Will-Laudien on October 14th, 2024 | 07:15 CEST

Hydrogen 3.0 is coming – Where to get on board now? Nel ASA, First Hydrogen, Plug Power, BYD, and BMW

• Hydrogen
• greenhydrogen
• Electromobility

Despite new highs in all major indices, hydrogen stocks are performing poorly. This is because preferences vary widely among countries in the global "net zero" discussion. Topics such as nuclear energy or even nuclear fusion are being discussed, while sales in the e-mobility sector are declining rather than increasing. Assuming that, at some point, the world will once again approach the issue of climate change with an open mind regarding technology, hydrogen technology has a clear place among the green alternative solutions. There is still a cost problem and a lack of courage to move forward faster. However, experienced stock market players know that after a 90% price loss, the sell-off will eventually end. The first signs are evident.

Commented by Stefan Feulner on October 14th, 2024 | 07:00 CEST

Bayer, Vidac Pharma, Evotec – Enormous potential

• Biotech
• Biotechnology
• Pharma

Since the US Federal Reserve cut key interest rates and signaled a continuation of its loose monetary policy, the Nasdaq Biotech Index has been on an upward trajectory and has significantly outperformed the broader market in recent days. The correction of the past few months seems to be over in this sector, and the all-time high from August 2021 is within reach. In addition to rising share prices, the number of acquisitions is also increasing significantly, a sign of the undervaluation of many listed companies.

Commented by Armin Schulz on October 11th, 2024 | 07:05 CEST

Mercedes-Benz, dynaCERT, BYD – Crisis or opportunity: the transformation of the automotive industry

• Hydrogen
• greenhydrogen
• Electromobility

The German automotive industry is undergoing a profound transformation that is accompanied by significant challenges. The industry is struggling with declining sales figures, job losses, and an uncertain future. Last year, demand for electric vehicles unexpectedly fell. In addition, economic difficulties, particularly due to the weakening Chinese market, have led to a decline in sales. Nevertheless, reducing emissions remains a key concern, with a focus on electrification, technological innovation, and the circular economy. The industry is trying to strike a balance between economic stability and environmental responsibility.

Commented by Juliane Zielonka on October 11th, 2024 | 07:00 CEST

PayPal, Prismo Metals, Rheinmetall – Strategic Decisions for the Future

• Mining
• Copper
• Commodities
• Defense
• Software

Three companies are setting the course for further growth: PayPal is opening up a new business segment in the US and launching the "PayPal Ads" advertising network to use transaction data for retail media. This move could increase the Company's clout. Meanwhile, the demand for copper is rapidly picking up speed. Prismo Metals is therefore intensifying its exploration activities, particularly at the Palos Verdes project in Mexico, in order to benefit from the increasing demand. Rheinmetall has received an order from the US Army to develop unmanned ground vehicles for the S-MET program, strengthening the Company's position in autonomous military vehicles.

Commented by Fabian Lorenz on October 10th, 2024 | 07:00 CEST

50% profit margin? JinkoSolar, Nel ASA, and Desert Gold shares

• Mining
• Gold
• renewableenergies
• Solar

A 50% profit margin? This is the prospect held out by the CEO of Desert Gold Ventures. The gold explorer aims to start production as early as next year. Even if the price of gold were to fall significantly, Desert would still be profitable. Or is a takeover perhaps on the cards? Unfortunately, Nel can only dream of such profit margins. The hydrogen specialist failed to establish a profitable business model during the boom phase. Now, orders are also drying up, and analysts are reducing the share price targets. And what is JinkoSolar doing? The Chinese company seems to be emerging as a winner from the solar crisis. However, even the market leader is feeling the effects of falling prices. Nevertheless, the share price has risen. Where is it worth entering?

Commented by Fabian Lorenz on October 9th, 2024 | 07:15 CEST

Biotech comeback and takeover fantasy! BioNTech, Bayer, and Vidac Pharma

• Biotechnology
• Biotech
• Pharma

Money can be made in biotech shares again! However, investors need to look carefully. While Moderna is at a multi-year low, BioNTech and Vidac Pharma have gained over 50% in just a few months. Is there more to come? The chances are good, as both biotech companies have released promising news. Analysts see a tenfold increase in the case of Vidac Pharma, and the focus on the fight against cancer makes the Company a takeover candidate. The cancer specialist would also be a good fit for Bayer and BioNTech, and the share is still cheap. BioNTech is becoming an investment darling again and is focusing on AI. Bayer has yet to make the leap above EUR 30, and analysts are warning about the upcoming quarterly figures.

Commented by Juliane Zielonka on October 9th, 2024 | 07:10 CEST

BP, dynaCERT, and Amazon – Substantial profits through new markets

• Hydrogen
• greenhydrogen
• Oil
• Technology

Under the leadership of its new CEO, the oil and gas giant BP is scaling back its ambitious climate targets. Even if the policy of some countries would prefer to focus on zero emissions, transitional technologies are needed between fossil fuels and renewable energies. It is precisely at this interface that the technology company dynaCERT is developing applicable solutions for CO₂ reduction for diesel engines. The Company has now received certification from the renowned organization Verra according to the latest and globally valid CO₂ standards. The Verra Verified Carbon Standard (VCS) program is the world leader in the certification of carbon credits. This certification opens up an additional market for dynaCERT and its investors, from which shareholders also benefit. Amazon, in turn, is using AI to improve both efficiency in its warehouses and the sustainability of its logistics. We take a look at the growth opportunities in detail.

Commented by Armin Schulz on October 9th, 2024 | 07:00 CEST

Plug Power, First Hydrogen, thyssenkrupp – Has the bottom been found?

• Hydrogen
• Fuelcells
• renewableenergies
• Steel
• greenhydrogen

The hydrogen industry could be on the verge of a significant upturn, as numerous positive developments and investments have recently occurred. The US government has taken significant steps to strengthen the hydrogen infrastructure by introducing seven Gigahub locations, which will benefit companies like Plug Power. In Germany, demand for green hydrogen is expected to increase rapidly, and thyssenkrupp plans to use it to produce green steel. In addition, companies in the logistics industry are considering strategic adjustments to better position themselves. Together with the global movement towards decarbonization, this creates exciting potential for this sector.

Commented by Armin Schulz on October 8th, 2024 | 09:40 CEST

Mutares, Almonty Industries, JinkoSolar – CAUTION: Something is happening here!

• Mining
• Tungsten
• renewableenergies
• Solar

Financial markets are sensitive and often react immediately to new information. Stock prices reflect this by responding to news, whether positive or negative. Investors continuously monitor press releases, economic data, and geopolitical events to make their trading decisions. A corporate scandal or an unexpected profit jump can trigger significant price movements. Rumors and forecasts also play a role by shaping the expectations of market participants. Today, we are looking at three companies on the verge of major announcements or have recently had significant news.

Commented by Stefan Feulner on October 8th, 2024 | 09:30 CEST

Rio Tinto, Saturn Oil + Gas, BP - Insiders are taking advantage of the commodities correction

• Mining
• Oil
• Gas
• Commodities

Concerns about the economy and even fears of a recession have caused the prices of most commodities to collapse in recent months. The price of lithium, a critical metal for the energy transition, dropped by around 90%. The oil market also saw drastic price declines despite geopolitical uncertainties in the Middle East. Insiders agree that demand for both critical metals and black gold should pick up again, and they are going on a buying spree to be prepared for the subsequent upturn.

Interview from October 8th, 2024

dynaCERT CEO Jim Payne on VERRA certification, carbon credits, and the advantages of HydraGEN for diesel engines

• Hydrogen

dynaCERT Inc. (TSX: DYA | ISIN: CA26780A1084) is a Canadian company that has developed a Carbon Emission Reduction Technology for internal combustion engines (ICE) engines that also provides significant fuel savings for the operator and now also generates carbon credits. The so-called HydraGEN™ technology uses a proprietary and patented electrolysis system to turn distilled water into measured amounts of H2 & O2 gases that are produced on demand. The company focuses on the reduction of Greenhouse gases (GHG) emitted by the combustion of carbon-based fuels. The technology works with internal combustion engines around the globe. The achievement of VERRA certification for the generation of carbon credits is a good reason for an interview with Jim Payne, CEO of dynaCERT.

Full interview

Commented by Stefan Feulner on October 7th, 2024 | 07:15 CEST

JinkoSolar, Altech Advanced Materials, Nio – The comeback of renewable energies

• Batteries
• renewableenergies
• Energy

With its announcement of plans to revive the struggling economy in the Middle Kingdom, the Chinese government triggered a stock market rally that has been unmatched for over 15 years. In addition to technology stocks, companies in the renewable energy sector, in particular, rose to the top of the stock lists despite future additional tariffs on electric vehicles produced in China by the European Union. The EU Commission aims to boost domestic production. In terms of energy storage, a company "Made in Germany" could cause a stir in the future.

Commented by André Will-Laudien on October 7th, 2024 | 07:00 CEST

The DAX is on a high, with potential for 100% gains in turnaround stocks like TUI, Lufthansa, 123fahrschule, BYD, and VW!

• Digitization
• Electromobility
• Travel
• Technology

Despite geopolitical uncertainties, slow economic growth, and still high inflation, the market outlook is improving. It is important to remember that stock markets look 6 to 9 months ahead. Expectations are growing that inflation will significantly decrease, and interest rates will likely drop. The central banks are increasingly under pressure due to the sluggish economy. After months of a tech rally, the focus is now turning to lagging stocks. In the automotive sector, we are looking at VW and BYD, and the tourism sector is also picking up again. The digitalization expert in the German driving school sector, 123fahrschule SE, also appears highly promising. Each of these stocks has the potential to deliver more than 100% gains over the next 24 months. Here is our analysis.