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Evotec, Defence Therapeutics, Morphosys - Movement in the biotech sector
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Meta Materials and Palantir for the future, what is Commerzbank doing?
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The big battery question of 2023: BASF, Altech Advanced Materials, Volkswagen - Who is the fastest?
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BYD, Defense Metals, JinkoSolar - Energy transition reloaded! This is what matters now
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First Hydrogen, Volkswagen, Daimler Truck - The unstoppable energy transition, who is winning the race?
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Alpina Holdings, Vonovia, Credit Suisse - Real estate market booms in Asia, Europe staggers along
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E.ON, Smartbroker Holding, Daimler Truck - Optimistic about the future
Commented by Stefan Feulner on March 20th, 2023 | 09:37 CET
Evotec, Defence Therapeutics, Morphosys - Movement in the biotech sector
Is a new wave of takeovers starting in the biotech sector? Already last year, acquisitions by Big Pharma were expected to increase, but these largely failed to materialize. However, this could accelerate in the current year. On the one hand, pharmaceutical companies, such as vaccine manufacturer Pfizer, have deep pockets and need new innovations for their product portfolio; on the other hand, second-tier stocks are attractive targets due to the strong correction.
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Commented by Armin Schulz on March 20th, 2023 | 08:45 CET
Meta Materials and Palantir for the future, what is Commerzbank doing?
The financial industry is shaking after the collapse of Silicon Valley Bank (SVB) and the problems of Credit Suisse. The rapid rise in interest rates caught banks cold that had bet on long government bonds with low interest rates. SVB had to report losses due to the falling prices of these bonds. As a result, more and more customers withdrew their funds, and the bank was already in trouble, even though the government bonds were supposedly safe. Now the FED is likely to reconsider its interest rate policy. Some market participants even expect the interest rate to be lowered. This plays into the cards of growth companies, which previously suffered from the hikes. We, therefore, highlight Meta Materials and Palantir, two growth companies with innovative technologies, and conclude with a look at Commerzbank.
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Commented by André Will-Laudien on March 20th, 2023 | 08:30 CET
The big battery question of 2023: BASF, Altech Advanced Materials, Volkswagen - Who is the fastest?
In recent months it has become clear to investors that the global economy will have to contend with sharp price increases after the pandemic. The greatest inflationary pressure comes from scarce raw materials, especially for high-tech industrial goods. That is because the trend toward climate protection is forcing the industry to make its manufacturing processes more resource-efficient. As a result, this requires major investment in new energy plants and storage systems. Electromobility is still the smaller problem here because how will humanity secure green energy supplies around the globe? The energy hunger of the emerging nations already exceeds the new demand in the industrialized nations by a factor of six. Sophisticated ideas are needed!
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Commented by Nico Popp on March 20th, 2023 | 08:00 CET
BYD, Defense Metals, JinkoSolar - Energy transition reloaded! This is what matters now
If you order a new photovoltaic system today, you cannot avoid products from China. Even German brands often work with Chinese partners and benefit from local technology at favorable prices. But the energy transition is facing a turning point: The gap between East and West is getting deeper and deeper. We look at what this means for companies in the sector and where opportunities could arise.
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Commented by Juliane Zielonka on March 17th, 2023 | 19:17 CET
First Hydrogen, Volkswagen, Daimler Truck - The unstoppable energy transition, who is winning the race?
Canadian fuel cell manufacturer Ballard Power joins First Hydrogen for LCV test drive. The two companies are cooperating to produce the world's first hydrogen-powered vans. According to expert forecasts, the logistics industry will be worth EUR 13.7 billions by 2027. Change at Volkswagen's premium Audi brand is proceeding rather sluggishly. The regulations imposed by the EU are causing problems for CEO Duesmann, who sees it as unrealistic to implement everything that Brussels demands by 2025. Daimler Truck, on the other hand, is looking forward to a major order that will soon get 1.8 million people in the Hamburg metropolitan region moving. The Hamburg-Holstein transport authority signs a major order.
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Commented by Juliane Zielonka on March 16th, 2023 | 12:07 CET
Alpina Holdings, Vonovia, Credit Suisse - Real estate market booms in Asia, Europe staggers along
The Silicon Valley Bank knockout is also making its rounds on this side of the Atlantic. Credit Suisse shares are currently reeling, sliding 30% lower, after its main shareholder ruled out further support. This helped drag down all European banks. That is not all. The real estate industry across Europe is also trembling as the EU Parliament has passed a resolution for the compulsory renovation of all houses. By 2050, all buildings in Europe are to be climate-neutral. As early as 2028, only buildings that are considered "emission-free" are to be allowed to be built. Existing buildings will have to be refurbished if they are deemed to be in poor condition. That means immense renovation costs for the Vonovia real estate group, which is suspected of corruption. The Singapore-based company Alpina Holdings is in a better position here. The Company builds and manages both public and private properties in the Lion City. Read here what this means for investors.
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Commented by Stefan Feulner on March 16th, 2023 | 12:01 CET
E.ON, Smartbroker Holding, Daimler Truck - Optimistic about the future
Despite challenging market conditions with high raw material and energy prices, many companies beat analysts' forecasts for the full year 2022 in the slowly fading figures season. There is no question that the current fiscal year is also likely to be shaped by many external uncertainty factors. Nevertheless, many companies are defying the negative conditions and are on the verge of setting new records in 2023.
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Commented by Nico Popp on March 16th, 2023 | 11:57 CET
Interest roller coaster! This is how you profit! K+S, Saturn Oil + Gas, Deutsche Telekom
Interest rates will remain high for longer - that was the expectation last week. After two bank failures, interest rate expectations have recently collapsed. Some investors in the USA are expecting the first interest rate cuts as early as June. Whether these scenarios are set in stone and what they mean for investors - we provide an analysis using three stocks as examples.
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Commented by Fabian Lorenz on March 16th, 2023 | 11:51 CET
Takeover speculation at Defence Therapeutics! What are BioNTech, Morphosys, and Evotec doing?
Defence Therapeutics is one of the biotech high flyers of the past months. The share has more than doubled since October. And this could be just the beginning. Operationally, things are going well, a strong partner has been acquired, and experts are speculating about a takeover. And what are the German biotechs doing? At BioNTech, it will be exciting at the end of March, because the Mainz-based company needs new blockbusters. At Morphosys, analysts recently saw further downside potential. Will a new management board bring about a turnaround? Evotec also had little positive to report. However, an AI investment in the hype surrounding ChatGPT is making headlines.
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Commented by André Will-Laudien on March 15th, 2023 | 17:38 CET
Bayer, BioNxt, BioNTech - Biotech is on the rise again, bring on the blockbusters!
The time of the vaccine producers is over because the willingness to vaccinate is declining worldwide. As a result, the entire biotech sector has entered a strong correction phase since the pandemic mode for COVID-19 ended. In the process, sector leader BioNTech suffered a loss of over 70% from its high. Complicating matters for companies is the significant increase in interest rates for long-term financing of their pipelines. When refinancing costs rise, this often leads to lower valuations. However, some companies are impressing with their innovations and have recently shown significant outperformance to the market. We evaluate the opportunities of some well-known biotech protagonists!
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Commented by Stefan Feulner on March 15th, 2023 | 10:21 CET
Deutsche Bank, Desert Gold, Commerzbank - Back to the safe haven
The willingness of investors to take risks increased in recent months despite further interest rate fears and geopolitical uncertainties, but this was abruptly interrupted by the surprising bankruptcy of Silicon Valley Bank. While some banking and financial stocks were dragged down by double digits, the precious metals gold and silver, as well as the cryptocurrencies, celebrated a comeback after a correction lasting several weeks. The next upward wave may have begun, especially in the precious yellow metal, with the climbing of new highs.
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Commented by Armin Schulz on March 15th, 2023 | 10:18 CET
JinkoSolar, Manuka Resources, BYD - Vanadium raw material as an insider tip
China and Russia are the two leading vanadium producers, with the Middle Kingdom producing 70,000 tons in 2022, more than 4 times as much vanadium as Russia. South Africa came in 3rd place with 3,000 tons. As a result, the metal has made it onto the list of critical raw materials in the US and Europe. In addition to common applications in steel production, catalysts and aerospace, the raw material is now coming into focus because of new vanadium redox batteries that can be used as energy storage devices and have a longer lifespan. The batteries are scalable, safer, and more environmentally friendly and can thus contribute to the energy transition. Commercialization is already starting, but vanadium is scarce.
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Commented by Stefan Feulner on March 15th, 2023 | 10:13 CET
Nordex, First Phosphate, ThyssenKrupp - Top news on the energy transition
German Chancellor Olaf Scholz has a vision. By 2045 the Federal Republic of Germany is to operate on a climate-neutral basis. However, this will require even greater investment in renewable energy sources such as wind and solar power. An average of four to five onshore wind turbines are to be built every day. Further investments in infrastructure are also planned concerning electromobility. Once again, an ambitious plan by the traffic light government.
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Commented by Fabian Lorenz on March 15th, 2023 | 10:04 CET
Varta, Plug Power, Altech Advanced Materials: Only one share is currently convincing
In difficult stock market phases, real strength shows. Investors should therefore pay close attention at the moment. There is no doubt that exciting business models are emerging around the energy transition, for example. But who are the winners, and who are the losers? Today we take a look at Varta, Plug Power and Altech Advanced Materials. How are things looking in the supply chain? What is going on operationally, how does it look chart-wise, and what are the prospects? We can reveal that only one share is currently convincing on all three points.
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Commented by André Will-Laudien on March 14th, 2023 | 11:33 CET
Bank failure and new heaters! Nordex, Defense Metals, JinkoSolar - Greentech shares in the focus of investors
German Economics Minister Habeck wants to stick to his controversial plans to ban the installation of new oil and gas heating systems from 2024. In press releases, he describes the "heat turnaround" as mandatory. However, criticism of the plan is getting louder rather than quieter. What other countries do not even discuss is to be implemented here as quickly as possible due to a lack of fossil raw materials. The government in Berlin is worried about the climate targets set by law and still believes in the prosperity-securing transformation of the German economy and private households. The financing side of these projects is being forgotten because not everyone will be able to afford the purchases. FDP parliamentary group leader Dürr sent Habeck's plans back to the "assembly hall" for the time being on the talk show "Anne Will" because of various construction defects. The crux of the matter is energy availability, which is crucial for a green transformation. Which values now belong in the portfolio?
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