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Commented by Juliane Zielonka on May 17th, 2024 | 07:00 CEST

Almonty, Rheinmetall, Super Micro Computer - Commodity rally for defense and cloud

  • Mining
  • Tungsten
  • AI
  • Defense

AI and defense stocks are setting the stock market on fire. Investors worldwide seem to have acquired a taste for artificial intelligence and defense. Wall Street is expecting a four-digit price target for Super Micro Computer soon. Rheinmetall is also enjoying full order books. Since the takeover of a Spanish ammunition manufacturer, production has also increased in this segment. Meanwhile, tensions between the largest economies, the USA and China, are growing enormously, which is reason enough for investors to take a look at Almonty Industries. The tungsten producer is on course for growth thanks to the restart of a mine in South Korea. Tungsten is rising in value as the increase in AI, and armaments are directly boosting demand for the rare earth metal. Who will win the stock market race?

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Commented by Fabian Lorenz on May 16th, 2024 | 08:00 CEST

Share price shock at Siemens Energy! What are BioNTech and Cardiol Therapeutics doing?

  • Biotechnology
  • Pharma
  • renewableenergies

The Siemens Energy share has been one of the surprises of recent months. It has more than doubled since the beginning of the year. Is a crash now imminent? Yes, if you believe Bernstein. Their analysts are shocking us with a horror price target. The Cardiol Therapeutics share performed even better than Siemens Energy in 2024. Despite the 150% rally, analysts see upside potential for the cardiovascular disease specialist. Things will get really exciting at the beginning of June when new study results are due. BioNTech, on the other hand, is currently failing to convince analysts. Reactions to the latest quarterly figures were modest.

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Commented by André Will-Laudien on May 16th, 2024 | 07:00 CEST

Attention: Here we go! Hydrogen and uranium on the rise: Plug Power, Nel ASA, Kraken Energy and Siemens Energy in focus

  • Mining
  • Uranium
  • Hydrogen
  • renewableenergies
  • Energy

It has finally happened! After months of sell-offs in hydrogen shares, there was a sigh of relief across the sector the day before yesterday. The reason: industry leader Plug Power received a government guarantee of USD 1.66 billion as backing for the construction of six-megawatt sites nationwide to create an initial hydrogen infrastructure. The Department of Energy (DOE) is thus demonstrating that the US is serious about investing in alternative energies. The decision boosted the entire energy sector, with uranium also continuing its recent upward trend. Where do the opportunities lie for investors?

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Commented by Juliane Zielonka on May 16th, 2024 | 06:45 CEST

Saturn Oil + Gas, RWE, thyssenkrupp - Full speed ahead in energy and heavy industry

  • Mining
  • Oil
  • Gas
  • renewableenergies

The oil and gas industry has evolved significantly thanks to technological developments. The Canadian energy company Saturn Oil & Gas has already completed four successful wells in southeast Missouri, USA, in the first quarter of 2024, with promising results. Further strategic investments, such as the acquisition of assets and financing commitments, strengthen Saturn Oil & Gas as an industry leader. RWE reports positive quarterly results. Despite lower earnings in the 'Flexible Generation' segment, the Company is optimistic due to the expansion of renewable energy projects. Thyssenkrupp reported stable results in the second quarter, although order intake and sales were down compared to the previous year. CEO Miguel López emphasizes the progress made in Marine Systems. Despite challenges, thyssenkrupp is sticking to its forecasts. Where is an investment worthwhile?

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Commented by Fabian Lorenz on May 15th, 2024 | 07:00 CEST

Horror at Plug Power! The cash registers are ringing at TUI and Carbon Done Right Developments!

  • Sustainability
  • Hydrogen
  • fuelcell
  • Travel

The stock market is sometimes crazy. Plug Power reported a slump in sales and further increasing losses, yet the share price can rise significantly. Is this the turnaround for the hydrogen share? What caused the share price to rise? In contrast, the cash registers are ringing at TUI and Carbon Done Right Developments. The latter is benefiting from milestone payments from oil giant BP for a reforestation project to improve its environmental footprint. And business is also booming at TUI. The tourism group will present its financial results today, and the outlook for the summer season should be positive. Analysts see 50% upside potential.

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Commented by Armin Schulz on May 15th, 2024 | 06:45 CEST

Volkswagen, Desert Gold, RWE - There is significant upside potential here

  • Mining
  • Gold
  • Electromobility
  • Energy

The search for stocks with upside potential is like a treasure hunt in the depths of the financial markets. It combines analysis and intuition to find companies with solid fundamentals, innovation, and a good market environment for growth. Investors must show foresight and recognize many factors that make a share special. We have selected three candidates who have not stood out in recent months but still have significant catch-up potential.

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Commented by Stefan Feulner on May 14th, 2024 | 07:30 CEST

Bayer, Defence Therapeutics, Novavax - Major events

  • Biotechnology
  • Pharma

The biotechnology sector is still on the move and is currently characterized by a high degree of volatility. For instance, BioNTech, a former star during the pandemic, reported a net loss of EUR 315 million in the first quarter. The Mainz-based biotech now wants to focus more on the development of its cancer drugs due to the slump in demand for COVID-19 vaccines. However, for years, innovative, undiscovered companies have existed in this billion-dollar market that could, with their technologies, become the new high-flyers in the biotech industry.

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Commented by Armin Schulz on May 14th, 2024 | 07:15 CEST

Nel ASA, dynaCERT, Plug Power - Growth in the hydrogen sector

  • Hydrogen
  • renewableenergies
  • fuelcell

The hydrogen market is currently experiencing an upswing, characterized by an increasing number of large orders and stronger demand for hydrogen technologies. One example of the momentum in this sector is the recent success of Canadian fuel cell manufacturer Ballard Power, which has received the largest order in its history from Polish bus manufacturer Solaris. This order, which includes the delivery of 1,000 fuel cell engines by 2027 to equip hydrogen buses, demonstrates the market's willingness to invest in sustainable and innovative mobility solutions. The German company Enapter increased its order intake in the first quarter by 730% compared to the previous year - reason enough to take a look at other hydrogen companies.

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Commented by Stefan Feulner on May 13th, 2024 | 06:30 CEST

Rheinmetall, Power Nickel, Bloom Energy - Will the rally continue?

  • Mining
  • Gold
  • Lithium
  • Commodities
  • Defense

After a brief pause in recent weeks, the rally in Germany's leading index, the DAX, has continued unabated, with the target of 19,000 points already in sight. Defense stocks remain the undisputed top performers. Another sector that has taken center stage in recent weeks is commodities. In addition to gold, silver and copper, the industrial metals lithium and nickel are also forming solid foundations for the next upward impulse. Corresponding companies were already running ahead of the base value.

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Commented by Juliane Zielonka on May 10th, 2024 | 09:45 CEST

Desert Gold, Fresenius, SMA Solar: Emerging industry leaders in gold, medicine and renewable energies - investment opportunities in focus

  • Mining
  • Gold
  • renewableenergies
  • Healthcare

This year's growth sectors are medicine, renewable energies and, due to the numerous geopolitical tensions, gold. The price of the precious metal has already climbed by 18% since January. In addition to its inflation protection function as a portfolio hedge, gold is also used in jewellery manufacturing, the electronics industry, and medicine. An increase in global demand for gold in these sectors can increase the profitability of gold mining companies and offer investors attractive returns. Desert Gold Ventures is an emerging explorer with gold deposits in West Africa. The area has many lucrative features. In the medical sector, Fresenius announces the completion of its restructuring measures by taking a tough and logical step towards more growth. Companies like SMA Solar in Germany, focusing on solar production, must also factor in the consequences. Where are investment opportunities with predictable risk?

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Commented by Fabian Lorenz on May 9th, 2024 | 08:00 CEST

Stocks facing revaluation! Nel ASA, Bayer, Power Nickel with potential

  • Mining
  • Gold
  • Silver
  • Nickel
  • Pharma
  • renewableenergies

Relief for Bayer. In the US, the Company has won a victory in the dispute over compensation for illnesses caused by the chemical PCB. Is it groundbreaking and the start of a revaluation of the share? A revaluation already seems to be underway at Power Nickel. Following sensational drilling results, the share price soared. Surprisingly, gold, silver and copper were also found. Against this backdrop, the share appears to be favorably valued. Does this also apply to Nel? After all, the share price has risen by around 20% in just a few weeks. Is there new hope for the hydrogen pioneer? Or are today's figures from industry peer Plug Power threatening a new sell-off?

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Commented by Juliane Zielonka on May 9th, 2024 | 07:15 CEST

Carbon Done Right, Varta, Siemens Energy - On the road to success with clean energy

  • Sustainability
  • CarbonCredits
  • AI
  • renewableenergies

The global energy transition requires active measures to tackle current environmental issues. Companies such as carbon credit trader Carbon Done Right are proving how a consistent focus on clean energy through environmentally friendly projects brings environmental and economic benefits. Their innovative use of AI to precisely monitor their tree inventories ensures complete traceability of their carbon credits, which creates trust with investors and buyer companies such as Microsoft. Innovations are urgently needed for economic success at VARTA AG. A large-scale battery research project based on common salt as an energy source is intended to bring the ailing company back into the profit zone. Siemens Energy is already one step ahead. The current balance sheet reflects the ongoing restructuring measures and tough cost-cutting measures to further advance clean energy technologies. But one thing is falling by the wayside...

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Commented by André Will-Laudien on May 9th, 2024 | 07:00 CEST

Biotech and pharma stocks finally follow suit! Novo Nordisk, Bayer, BioNTech, Vidac Pharma and Evotec on the buy list

  • Biotechnology
  • Pharma

Things looked very different at the beginning of the year. After a brilliant rally in the Nasdaq Biotech Index at the end of last year, investors thought the upswing could continue in 2024. So far, this hope has not been confirmed. The main focus for the industry is the refinancing conditions. These have gradually deteriorated, as stubborn inflation is keeping central bank interest rates high. And judging by the wording of central bankers, the next interest rate cut does not seem to be penciled in yet. However, if it happens in the summer, things will likely move quickly for the life sciences sector. Then a quick sector rotation is the order of the day! Here is our buy list for the upcoming event.

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Commented by Fabian Lorenz on May 8th, 2024 | 06:45 CEST

BUY RECOMMENDATIONS! Are Evotec, Super Micro Computer, and Royal Helium about to take off?

  • Mining
  • Helium
  • AI
  • Biotechnology

Evotec's share price has plummeted by around 50% this year. Consequently, the stock is among the year's losers. However, several buy recommendations are raising eyebrows. Is the turnaround imminent? The Royal Helium share is also ripe for a turnaround. The little-known noble gas is used in the defense industry, medical technology and for quantum computers, among other things. Royal Helium aims to transition from an explorer into a producer and has enlisted strong partners to achieve this. Will the share see a breakthrough after the ongoing capital increase? And what about Super Micro Computer? The AI high-flyer seems to have overcome its phase of weakness. Is it now heading for new all-time highs?

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Commented by André Will-Laudien on May 7th, 2024 | 08:45 CEST

Artificial intelligence is on the rise - Nvidia, Super Micro Computer, Mountain Alliance, and Microsoft in focus

  • ecommerce
  • AI
  • chips
  • Digitization

What James Cameron envisioned as a horror movie in the 1980s with his film "Terminator" has now become a reality: "Machines are taking over thinking". Experts expect the use of artificial intelligence (AI) in digitally configurable processes to result in double-digit productivity gains over the next few years. Not since the introduction of industrial robots have there been such leaps. The flip side of the coin is that jobs are now being destroyed around the globe, as simple intellectual tasks that can be performed by machines will gradually be cut back. Standard services or digital control processes, such as those in call or quality centers, will be particularly affected. From this perspective, the stock market has already mapped out a megatrend for an entire decade and sent selected AI stocks through the roof accordingly. What should investors focus on now?

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