29. July 2021 | 13:56 CET | by André Will-Laudien

Alibaba, Memiontec, MorphoSys - Now the rally after the sell-off!

• Investments

The regulator's pressure is getting bigger and bigger. China has tightened the thumbscrews on technology giants and especially their online education companies - triggering a stock market quake on its own stock market. In some cases, well-known tech stocks lost double digits, even though the affected areas only affect fractions of annual sales. Government regulation of the USD 100 billion-plus education market is likely to weaken confidence in China's stock markets for the long term. And the fact that China's trade relations with the US have also reached a low point does not make things any better. Are there still opportunities?

29. July 2021 | 11:08 CET | by Stefan Feulner

JinkoSolar, Carnavale Resources, BASF - Beware of shortages!

• Commodities

The change from fossil fuels to renewable energy sources due to climate change means that raw materials such as copper, lithium and nickel are increasingly in demand. The increasing demand due to new economic sectors such as wind power, electromobility or photovoltaics is offset by an extremely scarce supply. The result is sharply rising prices and an expected shortage in the coming years. In addition, the trade conflict with China is visibly worsening the shortage. The primary beneficiaries of this dilemma are commodity producers who can at least partially cover the supply deficit outside the Middle Kingdom.

29. July 2021 | 10:25 CET | by Carsten Mainitz

Blackrock Silver, K+S, Barrick Gold - China first!

• Silver

The Chinese government is demonstrating with all its might who has the last word. The regulation of industries and business models, which, as recently seen in the Chinese education sector, destroys the existence of companies and has weighed heavily on Chinese stocks in recent days. If the situation continues to escalate, it could easily negatively color the world's stock markets' mood. That is when it is worth looking at precious metals stocks, as they usually benefit disproportionately from rising commodity prices in times of crisis. Who will come out on top?

29. July 2021 | 08:48 CET | by Nico Popp

Alibaba, Kainantu Resources, Yamana Gold: Asian Investments? Here is how it goes!

• Gold

Asia is the boom region par excellence. However, China, in particular, has weakened in recent months. For years, China was considered an anchor of stability for the region - and even the world. Since February, however, Chinese shares have lost around EUR 1 trillion in market value. The market is speculating about US capital controls, which could hit China in particular. The restructuring of China's education system, which many private providers are suffering from, is unsettling. We explain why long-term investors need not fear.

28. July 2021 | 13:42 CET | by Stefan Feulner

Commerzbank, Aztec Minerals, MorphoSys - Save yourself!

• Commodities

The fear of rapidly rising interest rates was taken away from investors at the past meetings of the central banks. In addition to the ECB's change in monetary policy strategy, where the inflation target of "below or close to 2%" was set aside, the Federal Reserve is blithely continuing its money printing. Despite a 5.4% increase in prices in June, US monetary watchdogs continue to focus on a growing economy and a robust labor market and continue to hold off on a monetary policy response. These hesitant measures put financial stability at risk - the best conditions for investment in precious metals.

28. July 2021 | 13:24 CET | by André Will-Laudien

Tencent, Prosus, Troilus Gold, Baidu - The big China slump!

• Gold

If you compare it with the US stock markets, the stock market in Hong Kong is already almost in free fall. While Europe and the US keep climbing to new highs, the HangSeng has lost a full 20% since February. Is the great Asian rally now over? The reason for the panic on the markets is the ever stronger intervention of the Chinese regulators. These regulators do not want to tolerate the flourishing business of large domestic corporations. More or less unfounded and drastic measures to restrict the tutoring industry have also unsettled investors. We calculate whether the current prices may be considered entry prices.

28. July 2021 | 12:03 CET | by Armin Schulz

BP, Saturn Oil + Gas, Gazprom - Oil companies offer great opportunities

• Oil

The oil price came under pressure in mid-July following an OPEC meeting. Starting in August, production will be increased by 400,000 barrels per day. This arrangement is to apply initially until September 2022. From May 2022, the United Arab Emirates, Kuwait, Iraq, Saudi Arabia and Russia all want to increase their production capacities, which would mean additional production of around 1.6 million barrels per day. The price of crude oil subsequently slumped by around USD 10 to USD 65. However, the downward trend was already broken on July 20, and the price has since climbed back up to USD 72. Today we highlight three companies that produce oil.

28. July 2021 | 11:10 CET | by Carsten Mainitz

ProSiebenSat.1, Aspermont, Facebook - Winning with highly scalable business models

• Digitization

With highly scalable business models, in which content produced once can be resold as often as desired, companies can achieve high profitability, which is usually reflected in a rising share price. For marketing of advertising to a large mass or a specific target group, the same is true. The following three companies fit into this picture and stand for good prospects. Who is the favorite?

28. July 2021 | 10:14 CET | by Nico Popp

Barrick Gold, Mineworx, TUI: Summertime is investment time

• Investments

Invest or consume? Given the difficult months many of us have had, it would be understandable to unwind now: sun, beach and sea beckon despite rising numbers. But it may also make sense to think more long-term in the face of rapid change. Central banks are allowing more inflation and the printing press continues to run fast. Especially in the current summer lethargy, this can be an opportunity for people with foresight.

Interview of 28. July 2021 | 06:05 CET

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".

• Gold
• Troilus Mine
• Production

Mines with an annual production volume of more than 200,000 ounces of gold and a mine life of more than 20 years are rare - especially in safe regions. Troilus Gold is advancing such a project in Quebec, Canada. In this interview, CEO Justin Reid explains why his Company keeps drilling despite a resource of 8.1 million ounces of gold, what role copper plays for the Company, and why as a shareholder of Troilus Gold, he sees himself in a very good position, especially with a view to the coming months.

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27. July 2021 | 13:01 CET | by Stefan Feulner

BioNTech, XPhyto Therapeutics, MorphoSys - Here we go again

• Biotechnology

The numbers of new SARS-CoV-2 infections in Germany are rising again, albeit still at a relatively low level. Due to the spread of the Delta variant, Health Minister Jens Spahn warns of incidences beyond the 800 mark as early as this fall. In addition to masking and spacing, the issues surrounding vaccines against the various mutations and regular, reliable testing are returning to the front pages of the news pages.

27. July 2021 | 11:47 CET | by Carsten Mainitz

Vonovia, Barsele Minerals, Aixtron - That will move the prices!

• Commodities

Takeovers can move share prices. That is true for the acquisition of entire companies as well as for individual divisions or projects. Often the prices of the buyer and the takeover candidate react positively. But even if takeovers fail, it is no big deal because there are usually alternatives. These three shares are currently in an exciting phase. Which value has the greatest potential?

27. July 2021 | 11:12 CET | by André Will-Laudien

BYD, EuroSports Global, NIO - The age of electric vehicles!

• Electromobility

Mobility will be rethought in the future with greater climate protection, new markets and less dependence on fossil fuels. The age of electric vehicles has begun. The further development of electromobility and the reinvention of the car as a rolling computer with new functionalities are a central future topic of the automotive and supplier industry. The innovative power here no longer requires long development cycles; often, even a software update is enough to anchor new features. Moreover, by linking the charging infrastructure with the energy networks, electromobility can become the key to the energy transition and climate-friendly mobility. We look at three representatives of the e-industry.

27. July 2021 | 10:20 CET | by Nico Popp

NEL, dynaCERT, Daimler: The winners of the mobility revolution

• Hydrogen

Whether with hydrogen or with battery technology, mobility is transforming. In this article, we discuss where the journey could lead, why established automakers are gaining ground with ambitious plans, and whether there are still innovative solution providers around the mobility of the future that the market has not yet noticed.

Interview of 27. July 2021 | 05:00 CET

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"

• Oil
• Producer
• Value

At year-end 2020, we featured an interview on this platform with Saturn Oil & Gas CEO John Jeffrey. The Company's leader let us in on his plans, announcing an acquisition and recently successfully executing on it. The acquisition of the Oxbow project in southeastern Saskatchewan will give the Company a daily production rate of about 7,000 barrels per day. Due to hedging transactions in the oil price, the Company can already look forward to profitability in 2022, which is higher than the current stock market value. Saturn Oil & Gas is, without doubt, one of the success stories of recent months and has enormous upside potential. We welcome the latest insights from John Jeffrey.

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