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TUI, Pathfinder Ventures, Lufthansa - The travel market is back - where are the share prices?
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Commerzbank, Triumph Gold, Bitcoin Group - Inflation alert! Which stocks bring returns in this market environment?
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Deutsche Bank, Commerzbank, wallstreet:online, Allianz - High turnover, wild prices - what are brokers and financial stocks doing?
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SPD's Klingbeil: Germany as a "leading power" - Rheinmetall, Kleos Space, Airbus
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Takeover fantasy: +50% in Valneva shares, and what are BioNTech and Defence Therapeutics doing?
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ThyssenKrupp, Desert Gold, Bayer - Waiting for the turnaround
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Golden times for Nel and Varta? Tension is rising at First Hydrogen
Commented by André Will-Laudien on June 24th, 2022 | 11:19 CEST
TUI, Pathfinder Ventures, Lufthansa - The travel market is back - where are the share prices?
The travel market has changed dramatically since 2019 in light of the Corona pandemic. Due to the most extensive pandemic standstill in 2020, the capacities for flights, rail traffic and accommodation were adjusted downwards dramatically. Major cost reductions occurred primarily through de-occupancy and staff reductions. Travel companies cut their basic capacity utilization with partners to such an extent that many smaller operations had to pull out of the race, and large corporations could only survive with extensive state aid. Now, however, the situation has turned 180 degrees and demand for travel is exploding. However, this time it seems difficult to ramp up the reduced capacities in line with demand. We look at the opportunities of three typical industry players.
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Commented by Armin Schulz on June 24th, 2022 | 10:15 CEST
Commerzbank, Triumph Gold, Bitcoin Group - Inflation alert! Which stocks bring returns in this market environment?
We have not seen such high inflation for decades. Looking back, it becomes clear that one cannot compare the situation back then with today. Back then, interest rates were at 12%, and as a saver, you could generate an increase in value for your money despite inflation. Today, interest rates are much lower than inflation. Putting money in a savings account will not bring any investor a profit. If you want to protect your money, the first thing that comes to mind is gold because it is considered crisis-proof. But nowadays, it almost seems as if cryptocurrencies could outperform gold. Alternatively, one can bet on stocks that cover these areas. We take a closer look at three companies.
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Commented by André Will-Laudien on June 23rd, 2022 | 14:06 CEST
Deutsche Bank, Commerzbank, wallstreet:online, Allianz - High turnover, wild prices - what are brokers and financial stocks doing?
In addition to the high price increases and the permanently rising interest rates, the highest volatility has now broken out on the stock exchanges. Investors have to adjust to new scenarios almost every day, especially the timing of the news about the state of the international economy is causing more and more headaches for economists. That is because the increased prices of raw materials are now considered standard and put a strain on the purchase prices of intermediate products and the calculation of the Company's own supply list. In some cases, this leads to dramatic adjustments, as impressively demonstrated by the manufacturer price index with +33.6% in May. How are the financial and broker stocks doing in this swing market?
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Commented by Nico Popp on June 23rd, 2022 | 12:59 CEST
SPD's Klingbeil: Germany as a "leading power" - Rheinmetall, Kleos Space, Airbus
Armaments were long considered the "grubby child" of the capital market. The trend toward ESG-compliant investments ensured that the defense industry was excluded from many investment instruments from the outset. But then came February 24 with all its consequences. In the meantime, even SPD party leader Lars Klingbeil has come out in favour of Germany assuming the role of a "leading power" in military and diplomatic matters. Although the connection between "leadership ordered" and "leadership received" in Germany under Federal Chancellor Olaf Scholz is not so clear so far, the political mills grind slowly, as is well known - especially in Germany. It is a good thing that rearmament is an international trend - at least for investors. We take a look at three stocks.
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Commented by Fabian Lorenz on June 23rd, 2022 | 11:35 CEST
Takeover fantasy: +50% in Valneva shares, and what are BioNTech and Defence Therapeutics doing?
Tension is rising in the biotech sector as the takeover merry-go-round spins faster and has now hit Valneva. Pfizer's entry caused the stock to explode 50% in three trading days. Earlier, Pfizer had announced it would acquire migraine specialist Biohaven for USD 11.6 billion. Other pharmaceutical giants are also active: Halozyme wants to swallow Antares Pharma, a specialist in urology and endocrinology, for USD 960 million. The acquisition of Sierra Oncology is costing GlaxoSmithKline around USD 1.9 billion. Like Valneva, Defence Therapeutics is about to start important trials and could attract a major partner. A takeover of BioNTech is unlikely, but the flagship German biotech should also benefit from improved sentiment in the industry. The coming week should be operationally exciting for shareholders.
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Commented by Stefan Feulner on June 23rd, 2022 | 10:14 CEST
ThyssenKrupp, Desert Gold, Bayer - Waiting for the turnaround
After a strong start to the week for the DAX and a high of 13,444 points, the leading German index ran out of steam. Due to increasing fears of a recession and concerns about continued enormously high inflation rates, the stock market barometer again fell below the psychologically important mark of 13,000 points. The speech of the head of the US Federal Reserve, Jerome Powell, should therefore be enormously important for the further course and provide for volatile markets. A decision is also likely to be made soon on the gold market based on the strategy of the monetary guardians.
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Commented by Fabian Lorenz on June 22nd, 2022 | 14:39 CEST
Golden times for Nel and Varta? Tension is rising at First Hydrogen
The prices for oil, gas & Co. remain at a high level this week, not least because Russia has reduced gas supplies to Europe. In Germany, Economics Minister Robert Habeck is working at full speed on emergency plans for the winter and is calling for energy savings. In the long term, there will be no way around renewable energies. Analysts expect golden times for companies like Nel ASA and Varta. But smaller innovative companies like hydrogen pure-play First Hydrogen are also interesting. That is because analysts expect demand for hydrogen to outstrip supply massively. In the battery sector, Goldman Sachs recommends buying the Varta share. The MDAX group's sales are expected to more than double in the coming years, thanks to electromobility. The annual general meeting was held yesterday.
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Commented by André Will-Laudien on June 22nd, 2022 | 14:35 CEST
Metal rally: BYD, Almonty Industries, BASF, Nordex - Which shares will be climate change winners?
Germany is bracing itself for a difficult winter. Gas supplies from Russia are dwindling. The reason that Siemens Energy is not getting a move on with urgent maintenance here is more likely to be interpreted politically. If Germany continues to join the international arms deliveries to Ukraine, things will likely get tense in the winter. Minister Habeck is calling on the German people to save energy and wants to offer corresponding rewards, but nuclear power plants are still being left out. It is all a bit confusing, but France is already standing by to compensate for Germany's botched energy policy with high-priced electricity supply contracts. So the citizen will have to pay for the red-green climate policy. Where are the opportunities for investors in this environment?
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Commented by Carsten Mainitz on June 22nd, 2022 | 14:01 CEST
Erin Ventures, Plug Power, Ballard Power - Unknown compounds with surprise potential!
Fuel cells have many areas of application. In heavy-duty transport, intralogistics or stationary power plants, the technology can play out its advantages in a superior way. According to expert estimates, the number of fuel cells will increase sharply in the coming years. It is important to obtain the hydrogen from renewable energies - green hydrogen. Electric drives and batteries will play an important role during the mobility turnaround. Relatively unknown raw materials are also becoming increasingly important.
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Commented by Carsten Mainitz on June 22nd, 2022 | 13:40 CEST
Nordex, Saturn Oil + Gas, Shell - Reality vs Idealism: Long in oil stocks!
The idea that renewable energies will feed the world's entire energy needs is desirable but unrealistic in the short term. In the political debate in Germany, we are currently seeing how far apart the target images of "green" or "sustainable" and security of supply can be. In an exemplary manner - and this is meant with a wink - Europe's largest economy is shutting down its nuclear power plants and now suddenly realizes that its great dependence on Russia's gas supplies is creating a supply risk. Now a ramp-up of coal-fired power plants is supposed to fix it. For logical and forward-looking investors, oil stocks are worth a look.
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Commented by Nico Popp on June 22nd, 2022 | 13:01 CEST
Crisis investments? Pharmaceutical stocks in check: Bayer, XPhyto, Pfizer
Many investors want solid foundations for their portfolios when the market is in turmoil. Pharmaceutical stocks have always been considered largely detached from the overall market - after all, our health is not subject to market cycles. We explain whether this assumption is correct and how investors can now invest in stocks from the sector, using three shares as examples.
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Commented by Nico Popp on June 22nd, 2022 | 12:32 CEST
Market-independent returns? This is how it's done! Valneva, NervGen, BioNTech
When the stock market is in high gear, it is time for cool heads. Even if many managers are suspected of only having an eye on the next few quarters, there are still some decisions with far-reaching consequences, especially in the case of takeovers and mergers. Most recently, Pfizer acquired a stake in the vaccine manufacturer Valneva. The share price performance to date did not suggest such a step. Here is why the decision could still pay off for shareholders and what signal effect the deal will have.
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Commented by Stefan Feulner on June 22nd, 2022 | 11:22 CEST
New opportunities in the supercycle - Glencore, Defense Metals, NIO
Concerns about a further sharp rise in inflation sent the stock markets into a tailspin in recent weeks. The main reason for the enormous inflation was exploding energy and commodity prices. In addition to crude oil and natural gas, metals important for industry, such as copper and rare earth metals, are currently correcting. This should again offer an opportunity to participate in the supercycles in the long term.
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Commented by Armin Schulz on June 22nd, 2022 | 10:14 CEST
TUI, Barsele Minerals, Steinhoff - Which share will manage the turnaround?
Times are currently difficult on the stock market, as there is a lot of uncertainty. On the one hand, there is the question of how long the Ukraine conflict will last, and on the other hand, there is high inflation, which the central banks are trying to combat with rising interest rates. But higher interest rates mean less investment, so the fear of recession is palpable. The still ongoing supply chain problems are also causing headaches for investors. Today, we take a look at three companies that have recently fallen foul of the market and analyze which of the candidates can turn things around.
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Commented by André Will-Laudien on June 20th, 2022 | 12:58 CEST
Nel ASA, Nordex, Nevada Copper, Siemens Energy: Energy Crisis 3.0 - Copper is the solution!
The copper market is constantly on the move. Along with Shanghai and New York, the London Metal Exchange (LME) is now one of the world's largest metal trading centers. In Europe, the LME is the benchmark for copper prices and metal trading. In contrast to other exchanges, part of the trading is still done by call and floor trading by brokers in an open ring. The LME copper contract is the second-largest exchange-traded contract on the London Metal Exchange. The demand volume for copper has been at a very high level since 2018, currently even at a 25-year high. Last week, prices came under slight pressure as the specter of recession flew through the trading halls. Where are the biggest opportunities at the moment?
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