At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories. That it depends thereby less on large names, but on the future potential and whether the market also recognizes these perspectives, was one of its first learnings at the stock exchange.
On these pages, Nico examines current events at listed companies and takes a closer look at companies that are traded under the radar of the market, in addition to well-known securities.
In order to be able to take advantage of speculative opportunities on the stock exchange, Nico not only focuses on a balanced asset allocation of defensive and opportunity-oriented securities, but also on an intact risk management. "In addition to position size and entry in several tranches, investors should also develop a sense of timing and get to know a stock better before investing," says the columnist.
Commented by Nico Popp
Commented by Nico Popp on April 12th, 2022 | 18:33 CEST
The biggest crisis since 1945: Rheinmetall, Kleos Space, Airbus
Foreign Minister Annalena Baerbock has spoken out in favor of supplying "heavy weapons" to Ukraine. For years, arms deliveries were a thorn in the side of the Greens. It is remarkable that Baerbock, who has always been considered "Realo", is now even counted among the "hawks" on the big international political stage. Even though critics from all ranks may interpret the move negatively, Baerbock is demonstrating pragmatism and toughness. These qualities could be the key to de-escalation in the most profound crisis since World War II. We examine the current economic climate and look at three companies and their shares.
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Commented by Nico Popp on April 11th, 2022 | 18:58 CEST
New hydrogen fantasy: NEL, First Hydrogen, Amazon
Electromobility is on the rise. In terms of new registrations, Germany's share of pure electric cars was 6.7% last year. Rising fuel prices are likely to help accelerate growth even further. But hydrogen is not out of the race yet, either. Fuel cells, especially for larger vehicles, such as trucks or delivery vans, could be an alternative - fast refueling and independence from charging structures are arguments in their favor. We present three stocks that have hydrogen fantasy.
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Commented by Nico Popp on April 9th, 2022 | 07:22 CEST
The next e-car revolution: Volkswagen, Altech Advanced Materials, BYD
Higher, faster, further - and cheaper too? Manufacturers and suppliers of electric cars are breaking new ground these days with new battery compositions and innovative technology. At the same time, the aim is to make electromobility as sustainable as possible. That means traceable and transparent supply chains and the avoidance of metals from dubious sources. We get to the bottom of three interesting representatives from the electromobility field and tap into investors' opportunities.
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Commented by Nico Popp on April 7th, 2022 | 14:25 CEST
The alternative to concrete gold: Vonovia, Hong Lai Huat, HeidelbergCement
Concrete gold and tangible assets - these two terms have probably been used the most in the past ten years or more. The run on real estate began as early as after the great financial crisis. In retrospect, it is almost amusing that the first warnings of a bursting real estate bubble were sounded as early as the mid-10s. But the trend continued, on and on. Most recently, residential real estate prices have risen by around 12% in a single quarter. Once again, warnings of an end to the upswing are being voiced, such as by Deutsche Bank. But how strongly can real estate correct? Or will the real estate boom continue? Today, we present three shares as an alternative to apartments and highlight the particular advantages of real estate shares.
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Commented by Nico Popp on April 6th, 2022 | 14:00 CEST
Interview Hong Lai Huat: Real estate in Cambodia promises high margins
Cambodia offers breathtaking beaches, the world wonder of the Angkor Wat temples and an emerging economy: the rating agency Fitch expects growth of 4.7% in 2022. In this interview, Dylan Ong, General Manager and Executive Director of Hong Lai Huat, explains the opportunities offered by Cambodia's real estate market, why the Group has an edge over other investors, and which joint venture could generate big fantasy as early as 2022.
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Commented by Nico Popp on April 6th, 2022 | 10:24 CEST
Making the best of the situation: Deutsche Bank, Aspermont, Deutsche Telekom
The importance of independent information is particularly evident these days. It is not without reason that the truth is considered the first casualty of every war. Later, disinformation and propaganda usually follow. Thanks to online access, also in Ukraine, information from various sources is available and can thus be verified or refuted. Decisions on sanctions also depend on this, and many sectors in this country are also affected. We highlight three stocks that, only at a second glance, play a role in the current situation.
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Commented by Nico Popp on April 5th, 2022 | 12:10 CEST
New major trend determines share prices: BASF, Saturn Oil + Gas, Nordex
Those who invest along major trends ride the waves of the market with a tailwind. Trends such as population growth or digitization are here to stay and have far-reaching consequences - even if there is another slight dip in economic development. A new major trend is emerging that is something like the answer to globalization. We remember: For decades, people celebrated economic networking and the division of labor. Many economies, as well as companies, became specialized. But with the pandemic and the war in Ukraine, the golden age of globalization is over: regionalization and autarky are on the agenda instead. We explain what this means using three companies as examples.
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Commented by Nico Popp on April 4th, 2022 | 11:20 CEST
Millions with innovations: BioNTech, Meta Materials, Varta
When the long-forgotten solar company SolarWorld went public in 1999, n-tv ran commercials that, from today's perspective, looked rather amateurish. At that time, too, only a few private investors were initially convinced by the Company. Years later, SolarWorld was a success story - investors from the very beginning had become rich. Even though the Company filed for insolvency in the meantime and burned a lot of money - SolarWorld investors of the first hour are mostly still wealthy. We explain where innovations can develop blockbuster potential.
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Commented by Nico Popp on April 1st, 2022 | 13:00 CEST
TUI, Barsele Minerals, BYD: Some stock speculations can be expensive
The question of war and peace leaves many gray areas open. Humanitarian corridors, cease-fires, reduction of military intensity - what these terms truly mean must remain an open question after the events of the past days and weeks. The only thing that is certain is that the world needs time to find a new order after the pandemic, climate change and the war in Europe. Until then, chaos remains. What can investors still rely on in the midst of this chaos? We explain using three stocks as examples.
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Commented by Nico Popp on March 30th, 2022 | 10:09 CEST
Turn of the times! Stock winners and losers: Rheinmetall, Ximen Mining, ThyssenKrupp
Disputes surrounding the Ukraine war are taking on various dimensions drawing wide international circles. After China, India's role in the conflict could now also increase. According to reports by Deutsche Welle, there have been lively exchanges between Russia and India in recent weeks. India is seeking a permanent seat on the UN Security Council and has recently begun to buy Russian oil. Cooperation between the two financial systems is also conceivable. That would give Russia access to the capital markets again.
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