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Shares in focus: VW, Porsche, Barsele Minerals - Big shifts, many opportunities!
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RWE, Pathfinder Ventures, United Internet - Panic as an opportunity
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JinkoSolar, TubeSolar, Encavis - Shares for the energy turnaround
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Plug Power, dynaCERT, Nel ASA - Milestone in the hydrogen sector
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Higher, faster, further: BYD, Infinity Stone, Porsche, Varta - The energy transition stock portfolio is wanted!
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Biogen, XPhyto, BioNTech: Alzheimer's disease, depression, cancer - Pharma for life
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Up to 200% share price potential: Kion, BioNTech, Aspermont in analyst check
Commented by André Will-Laudien on October 4th, 2022 | 12:59 CEST
Shares in focus: VW, Porsche, Barsele Minerals - Big shifts, many opportunities!
At the moment, shares are becoming cheaper rather than more expensive. What is unusual is not the fact that prices are falling, what is disturbing is the phase of falling valuations that has now been going on for some time. In the current environment of rising capital market interest rates, refinancing is also becoming more difficult for companies, and it now has its price again. Volkswagen AG from Wolfsburg owns many stakes in valuable automotive brands. In order not to let the debt increase further, parts of the holdings are now being placed on the stock exchange. Not a bad way to fill the coffers again. What should investors look out for now?
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Commented by Stefan Feulner on October 4th, 2022 | 11:59 CEST
RWE, Pathfinder Ventures, United Internet - Panic as an opportunity
Last week, the crash prophets crawled out of their caves and outdid themselves with forecasts reaching the Corona lows at around 8,000 points in the leading German DAX index. Without a doubt, the general conditions for a sustained stock rally are moderate with the escalation of the Ukraine situation and concerns about further interest rate hikes. Nevertheless, there are attractive entry opportunities at the current level, which could pay off in cash in the long term.
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Commented by Armin Schulz on October 4th, 2022 | 10:58 CEST
JinkoSolar, TubeSolar, Encavis - Shares for the energy turnaround
The phase-out of fossil energy generation is a done deal in Germany, but there is still a long way to go. Germany's share of renewable energies in electricity generation was 42.4% in 2021. However, this covered only 19.7% of Germany's energy consumption. Since the flare-up of the Ukraine crisis, the expansion of renewable energies is to be accelerated. A balanced mix is essential. Spring and summer are the main times for solar power, while in fall and winter, when the days are shorter, wind power is the primary source of electricity. If we want to achieve the 2030 targets, a massive expansion is essential. Today we take a look at three renewable energy companies.
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Commented by Stefan Feulner on September 30th, 2022 | 14:17 CEST
Plug Power, dynaCERT, Nel ASA - Milestone in the hydrogen sector
High diesel and gasoline prices on the one hand, the achievement of climate targets with the conversion of fossil fuels to freedom energies on the other. The economy, and the transport sector in particular, is facing a mammoth task. One company may now have achieved a breakthrough. The patented technology combines two solutions to the problem: fuel saving while minimizing CO2 emissions. So far, this breakthrough has been little noticed by the broader market.
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Commented by André Will-Laudien on September 30th, 2022 | 12:36 CEST
Higher, faster, further: BYD, Infinity Stone, Porsche, Varta - The energy transition stock portfolio is wanted!
The words "energy turnaround" are used a lot in public. The majority understand it to mean the use of GreenTech to generate energy while avoiding dangerous climate gases. Unfortunately, the leaks from the Nord Stream 2 pipeline, which is not in operation, are leaking the amount of gas into the atmosphere every day that the state of Denmark consumes in an entire week. This makes us painfully aware of how strongly warlike actions counteract efforts to save the climate. On the stock market, it is important to turn our gaze away from current events and toward a more peaceful future, where good ideas for sustainable change will also be rewarded. Which stocks belong in the portfolio?
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Commented by Juliane Zielonka on September 30th, 2022 | 10:59 CEST
Biogen, XPhyto, BioNTech: Alzheimer's disease, depression, cancer - Pharma for life
About 350 million people worldwide are affected by depression, a disorder of the brain. Each person also has a 16 to 20% chance of becoming depressed. Reason enough for the Canadian Company XPhyto Therapeutics to research a drug that is not addictive and can defeat the mental health-related medical condition. This week, Biogen, among others, achieved a breakthrough with an active substance against Alzheimer's disease. And if you follow the Bundesliga closely, you may be aware of the cases of testicular cancer among the players. Now BioNTech senses a new opportunity...
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Commented by Fabian Lorenz on September 29th, 2022 | 13:17 CEST
Up to 200% share price potential: Kion, BioNTech, Aspermont in analyst check
The profit warning was a shock for Kion shareholders. Accordingly, the share price halved to EUR 20 in September alone. Now analysts are also slashing their estimates. The price targets for the forklift manufacturer are falling accordingly. Berenberg surprises with a high price target for the BioNTech share. At the same time, the analysts emphasize their hope for a continued generous dividend. Shareholders could thus be kept in good spirits until the next blockbuster. The roadshow of Aspermont in Germany has probably also created a good mood. At least the share price has jumped. The current consolidation could be an entry opportunity. Analysts see a price potential of over 200%.
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Commented by Carsten Mainitz on September 29th, 2022 | 12:01 CEST
Verbio, Kleos Space, KWS Saat - This news is moving share prices!
Increased uncertainties in geopolitics, rampant inflation with exploding commodity and energy prices, and higher interest rates are making it increasingly difficult for companies to meet the forecasts they issued at the beginning of the year. Recent examples include battery manufacturer Varta and real estate financier Hypoport, which had to withdraw their annual targets. In addition, however, a number of companies have been able to surprise on the upside despite all the challenges.
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Commented by Juliane Zielonka on September 29th, 2022 | 10:57 CEST
Barsele Minerals, K+S, BYD - Sweden as a crisis winner?
Due to the explosions in the Baltic Sea pipelines Nord Stream 1 and 2, a switch to other energy sources is inevitable, especially for German industry. Fertilizer producer K+S, based in Kassel, is affected by this. The situation is different with Barsele Minerals. The Canadian company is exploring large gold areas in sunny Sweden and plans to mine up to 3.5 million ounces of the precious metal in the future. Electric car and battery manufacturer BYD, on the other hand, has sufficient resources in its home country of China and is preparing to make the leap into the European market. Find out here which shares are now defying the crisis.
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Commented by Fabian Lorenz on September 28th, 2022 | 11:22 CEST
Time for bargain hunters? Plug Power, Varta and Pathfinder Ventures
Growth stocks are currently under particular pressure. But this can also create opportunities for bargain hunters. Perhaps in the case of Varta? The share has crashed sharply after a profit warning. Now, the first analyst has upgraded the share from "sell" to "buy". But even his reasoning does not sound like a new growth story. Plug Power also tends to live on the hope of growth. While the new production facility is technically a milestone, it needs more. In contrast, things are going well at Pathfinder Ventures. The still unknown tourism company is profiting from the camping boom in North America, and its valuation is anything but expensive.
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Commented by André Will-Laudien on September 27th, 2022 | 13:49 CEST
Energy for the stock market! Siemens Energy, TubeSolar, Nel ASA, Plug Power - Green innovations are needed now!
Many innovative companies are working on sustainable solutions to reduce the colossal dependence on fossil fuels, sometimes with success and sometimes with less noteworthiness. For investors, it is important to note that most of the ideas have German engineering behind them, a testament to our high-performing education and training system. Some very creative start-ups go public quickly and boldly to refinance themselves. Other large companies are already long-listed and now have to watch their formerly lush valuations melt away in the sun. The selection of portfolio stocks is important, so it is always advisable to mix standard stocks with hopeful ones, which lowers the risks. We make a selection.
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Commented by Stefan Feulner on September 27th, 2022 | 13:47 CEST
Barrick Gold, Tocvan Ventures, Newmont, Glencore - Long-term positioning in gold makes sense
The FED's recent interest rate hikes and Chairman Jerome Powell's statement sent both equity and precious metals markets into the valley of tears. By all means, the monetary guardians want to curb rampant inflation. Whether this will succeed seems at least questionable. After all, it should not be forgotten that this would put an end to the already sputtering engine of the global economy. In addition, many already highly indebted countries are falling into ever greater problems due to higher interest payments. Thus, it is time to take a long-term, anticyclical position in the precious metals sector.
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Commented by Nico Popp on September 27th, 2022 | 12:46 CEST
Deutsche Bank, Desert Gold, Uniper: Watch out for the financial crisis!
The energy crisis is pushing utilities to the brink, the election victory of the radical right-wing party Fratelli d'Italia is putting a strain on the EU - and what are banks doing in this context? Weeks ago, Germany's top banking supervisor Raimund Rösler warned that the rapid turnaround in interest rates could also overburden some institutions. We look at banks, gas traders and a possible laughing third party.
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Commented by Stefan Feulner on September 27th, 2022 | 11:45 CEST
Evotec, Defence Therapeutics, Formycon - Biotech opportunity!
Due to the stricter monetary policy of the central banks and inflation concerns, the capital-intensive biotech sector is also suffering. The NASDAQ Biotechnology Index has lost almost a quarter of its value since the beginning of the stock market year. In addition, the number of companies trading even below their cash levels is higher than ever. At the same time, as can be seen with vaccine manufacturers, the industry is becoming increasingly important in everyday life. Especially in cancer research, some companies have the opportunity to multiply in the coming years based on their product pipeline.
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Commented by Armin Schulz on September 27th, 2022 | 11:01 CEST
Kodiak Copper, Nordex, BYD - Copper price indicates recovery of the economy!
Copper is considered a leading indicator of the economy. The red metal is built into almost all electrical products and is needed in many industries. If we compare the spot price of copper with the futures, we can see that the premium per metric ton has increased significantly. This is matched by the fact that China imported 8.1% more copper through August, despite the country's Zero-COVID strategy. In contrast, Chile, one of the largest copper producers, exported less than last year. So supply remains tight, partly due to demand from Europe, which is significantly expanding renewables. So today, we look at three companies around copper.
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