news.financial
Commented by Fabian Lorenz on October 26th, 2026 | 05:44 CET
Chart alert and buy recommendation! SMA Solar, Nordex and RE Royalties
Chart alert and buy recommendation for SMA Solar. The shares are threatening to break below their sideways trading range, yet analysts see higher prices as justified. Could the quarterly results turn things around? RE Royalties has recently reported positive developments. The renewable energy royalty specialist has secured new projects and received a sizeable repayment. The company is also reviewing strategic options that could lead to a takeover. Nordex continues to benefit from favourable operating conditions. Following positive preliminary figures and buy recommendations from analysts, the wind turbine manufacturer has followed up with an order from a new country. Nevertheless, its shares continue to weaken.
Read
Commented by Nico Popp on October 26th, 2026 | 05:43 CET
Lahontan Gold, Kinross Gold and Barrick Mining: Strong Position in Nevada
The gold market is currently experiencing high volatility. The precious metal fell about 6% in a month and recently slipped below USD 4,000 per ounce for the first time since July. The long-term outlook remains robust according to a forecast by Goldman Sachs, with an expected price of USD 5,400 by the end of 2027. Against this backdrop, mining companies in Nevada are repositioning themselves. While established industry heavyweights are optimising their production, developers are advancing their projects towards production. One such company is Lahontan Gold.
Read
Commented by Stefan Bode on October 26th, 2026 | 05:38 CET
Figures, Risks and Opportunities: Mensch und Maschine, Nordex, Strategic Resources
In today's markets, strong headlines alone are not enough; the quality of the figures and a company's ability to meet market expectations are equally important. Three very different stocks illustrate how quickly market sentiment can shift. While one stock's technical support is faltering, new growth projects are fuelling optimism for another. A third is benefiting from a marked improvement in operational performance, although its next technical hurdle is already looming.
Read
Commented by Carsten Mainitz on October 26th, 2026 | 05:29 CET
Share prices are falling, business is growing: What opportunities do Almonty, Rheinmetall and Renk shares offer investors?
The euphoria has apparently faded. Following sharp share price declines, Almonty, Rheinmetall and Renk are increasingly back in focus. With demand trends intact, are these new entry opportunities? After all, without raw materials there is no ammunition; without drive systems there are no mobile armed forces. Almonty has commenced commercial operations at the Sangdong tungsten mine, marking a historic milestone. Rheinmetall and Renk are under scrutiny for how quickly and profitably they can fulfil orders. Wait or buy?
Read
Commented by Armin Schulz on October 26th, 2026 | 05:27 CET
Shell, Zefiro Methane and BP: Oil Stocks Ahead of Earnings, Legacy Wells Create Opportunities for Specialists
Created and published on behalf of Zefiro Methane Corp.
Shell and BP are due to report their third-quarter results next week, with Shell scheduled for October 29 and BP for the following day. Both groups have already briefed investors on the quarter. But production and refining margins are only half the story. The oil industry also leaves behind legacy liabilities, from methane leaks to orphaned wells. Policymakers are paying closer attention, although on October 22 the European Parliament postponed methane reporting requirements for importers of oil, gas and coal until the end of May 2031. This creates work for specialists tasked with addressing the problem. We take a closer look at Shell, Zefiro Methane and BP.
Read
Commented by Tarik Dede on October 26th, 2026 | 05:25 CET
AI dominates the markets: Meta, Aspermont and SanDisk in focus
Volatility on US stock markets remains extremely high! AI stocks in particular are in the spotlight, as more and more investors and analysts cannot see how the significant investments in AI data centres are supposed to pay off in the long term. Meanwhile, the indices have become heavily weighted towards AI. As the well-known fund manager and asset manager Jens Ehrhardt recently noted, two-thirds of S&P 500 earnings growth currently depends on two stocks: Nvidia and Micron. Either way, even difficult periods offer opportunities in hyped stocks. Nevertheless, investors must also recognise the risks. That is why today we are looking at Meta, Aspermont and SanDisk shares.
Read
Commented by Tarik Dede on October 26th, 2026 | 05:24 CET
Gold below USD 4,000: Opportunities at Newmont, Phenom Resources and Agnico Eagle
"Bears want to see the USD 4,000 mark", one analyst wrote last week. That is exactly what happened to gold, which ended the past week just below the psychological threshold. For technical analysts, this is no disaster, but it is weighing on sentiment in the gold sector. However, not all shares followed the move. Some stocks are now showing relative strength against the gold price. For investors with a long-term investment horizon, short-term declines may matter less. Most bank analysts share this view. Strategic investors, meanwhile, are using the lower prices to increase their holdings substantially. For example, the People's Bank of China recently purchased 26 tonnes of gold for its reserves. Against this backdrop, we take a closer look at the shares of global industry leader Newmont, Phenom Resources and Agnico Eagle.
Read
Commented by Lars Winter on October 24th, 2026 | 05:29 CEST
New Orders, a New Shareholder and a New Bid: Fresh Developments at HPQ Silicon, CTS Eventim and Qiagen
Created and published on behalf of HPQ Silicon
Sometimes a single announcement is enough to reshape the story behind a stock. At HPQ Silicon, certified high-performance cells and initial orders could mark the transition from a development project to a commercial supplier. At CTS Eventim, the arrival of an activist investor has sparked fresh interest. At Qiagen, meanwhile, a takeover offer could lead to a bidding war between two financial investors. Three shares, three potential share price drivers – but also three very different risk and reward profiles. We take a closer look at the trio in our stock review.
Read
Commented by Carsten Mainitz on October 23rd, 2026 | 05:43 CEST
More Power Requires More Infrastructure! Opportunities for Phenom Resources, Siemens Energy and Nordex?
The energy transition requires grids, power plants, storage systems and raw materials. Electricity must be transported reliably, supplied when needed and stored cost-effectively. This creates opportunities across the entire value chain. Siemens Energy is benefiting from growing demand for energy infrastructure, with its order books full. However, doubts about the AI boom are also mounting. Nordex significantly exceeded expectations with its quarterly results and raised its margin target for the current year. Its shares initially surged before profit-taking set in. Phenom Resources is broadly diversified. The exploration company offers investors exposure to vanadium, gold and other areas. Which share will take off now?
Read
Commented by Matthias Schomber on October 23rd, 2026 | 05:42 CEST
Puma Boardroom Shake-Up, Margin Pressure at BYD and Clinical Milestones at BioNxt Solutions
Sportswear manufacturer Puma is pressing ahead with its strategic realignment following a change of ownership and the arrival of Anta Sports as a shareholder. Chinese electric vehicle group BYD is grappling with regulatory hurdles and declining export margins. In the advanced drug delivery segment, BioNxt Solutions is attracting investors' attention with clinical progress and an interesting chart pattern. This article analyses the opportunities and risks of these three stocks. A close look at their fundamentals and technicals shows where key entry and turning points could lie for investors in the coming days and weeks.
Read
Commented by Armin Schulz on October 23rd, 2026 | 05:39 CEST
The Data Centre Supply Chain: Micron, NU E Power and Super Micro Computer Cover Three Links in the Value Chain
Created and Published on Behalf of NU E Power Corp.
Money in the data centre boom flows along the supply chain. At the OCP Global Summit in San José in mid-October, the focus was on racks, cooling and power supply for artificial intelligence facilities. Behind this lies a simple equation that applies to projects of all sizes. Without memory chips, no accelerator runs; without power, no facility runs; and without finished systems, both remain unused. Companies that securely occupy one of these links have the edge. Today we take a closer look at Micron Technology, NU E Power and Super Micro Computer.
Commented by Fabian Lorenz on October 23rd, 2026 | 05:38 CEST
Strong News and Buy Recommendations: Vonovia, Evotec and Lahontan Gold
Strong news from Lahontan Gold. The explorer has published a positive preliminary economic assessment (PEA) for its Santa Fe gold-silver project in Nevada. The after-tax net present value stands at approximately USD 820 million, significantly exceeding the company's current market capitalisation. The company is also working to expand the resource base. While Lahontan Gold shareholders can look forward to the approaching start of gold production, Vonovia shareholders face an uncertain future. The expropriation scenario is weighing on sentiment. Even JPMorgan's assessment that these concerns are exaggerated does little to change the picture. In a worst-case scenario, the German government would intervene. And what about Evotec? The shares have gained more than 10% in recent trading days. The appointment of a new executive at Novo Nordisk could inject fresh momentum into the company.
Read
Commented by Tarik Dede on October 23rd, 2026 | 05:37 CEST
Zefiro Methane: Strong Order Pipeline and High Price Targets
Created and published on behalf of Zefiro Methane Corp.
Scientists broadly agree that methane is one of the most climate-damaging greenhouse gases. Cattle farming and landfills are considered among the largest sources of emissions. However, the oil industry also plays a role, particularly in the United States, where millions of orphaned and abandoned oil and gas wells release methane uncontrollably. Zefiro Methane has built a business model around addressing this problem. Its order pipeline is well filled, and the outlook appears promising.
Read
Commented by André Will-Laudien on October 23rd, 2026 | 05:36 CEST
Markets in Crash Mode! Investors Turn to Cash Machines SpaceX and Almonty, While Steyr and CSG Also Deserve Attention
Times change quickly – especially on the stock market! Forget traditional safe havens such as gold or government bonds when global financial markets falter! Now is the moment for those who can harness and control the foundations of modern geopolitics. When capital flees the stock market, long-term investors look to cash machines whose business models rely on indispensable high-tech infrastructure or the necessities of national survival. At the forefront is SpaceX, which single-handedly dominates military communications in the Western hemisphere with its Starlink network. Back on Earth, Almonty Industries' South Korean Sangdong mine is producing its first tungsten in 33 years, in time for the Pentagon's firm deadline of January 1, 2027. Because the US military will no longer tolerate Chinese tungsten in its missiles and semiconductors from that date, Almonty will become a systemically important gatekeeper for an irreplaceable defence metal overnight. Investors looking to get in on small caps are watching the long-established Austrian company Steyr Motors and the Czech defence holding company CSG. All these stocks deliver tangible value and geopolitical security. For long-term investors, now is the time to buy!
Read
Commented by Carsten Mainitz on October 23rd, 2026 | 05:32 CEST
The Race for Efficiency: HPQ Silicon, BYD and Infineon – Who Will Lead and Who Will Fall Behind?
Created and published on behalf of HPQ Silicon
Electrification requires better batteries and more powerful chips. It also depends on companies that can produce these technologies at competitive costs. HPQ Silicon is approaching this critical juncture. The company aims to increase energy density in battery cells, and its operational progress is gaining momentum. Commercialisation is the next major milestone. Most recently, the Canadian company announced an initiative to establish a US battery company with independent financing. BYD is bringing electric powertrains to the mass market but faces intense competition. Infineon supplies key power electronics components. Could the upcoming results boost the stock? Where are the most compelling opportunities for investors?
Read