The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
Before founding his own company, he held various positions as business editor, fund advisor, portfolio manager and finally as CEO of a listed investment company. He also held several positions on the supervisory board.
He is passionate about analyzing a wide variety of business models and investigating new trends, especially in the areas of e-commerce, fintech, blockchain or artificial intelligence.
Commented by Stefan Feulner
Commented by Stefan Feulner on February 7th, 2024 | 07:00 CET
Novo Nordisk, Cardiol Therapeutics, Morphosys - Biotechs on a high
After a disappointing stock market year 2023, there is a gold-rush mood in the biotechnology and pharmaceutical sectors. Big names such as Eli Lilly, Vertex, Amgen and Novartis are going from high to high and possess enormous momentum. Acquisitions have also increased dramatically in recent months. The takeover prices are usually significantly higher than the current share prices of the listed companies. This wave will likely increase further due to the pressure that pharmaceutical giants are feeling as licenses expire.
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Commented by Stefan Feulner on February 6th, 2024 | 07:15 CET
BYD, Defense Metals, Rheinmetall - Strategic breakthroughs open up new opportunities
Rare earth metals play a crucial role in many modern technologies, especially in electromobility and the defense industry. Their unique properties make them irreplaceable for specific applications. Demand is increasing dramatically due to ambitious climate targets and the rearmament that has occurred since the start of the war in Ukraine. China holds a quasi-monopoly on the entire value chain. In Western countries, there is a lack of alternatives to escape dependence on the Middle Kingdom.
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Commented by Stefan Feulner on February 5th, 2024 | 07:30 CET
Nikola, First Hydrogen, Nel ASA - Upheavals create enormous potential
After the hype in the hydrogen sector at the beginning of the decade, in which companies such as Plug Power, Nel ASA and others rose to crazy valuation levels, a phase of calming and normalization followed. In retrospect, it was no surprise that these stocks lost over 90% of their value. Nevertheless, the hydrogen fuel cell sector is on the move. New players are entering the market whose innovations could knock the top dogs off their thrones. However, there is no doubt that this sector has a bright future due to climate change.
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Commented by Stefan Feulner on January 31st, 2024 | 06:30 CET
Rheinmetall, Globex Mining and Hochtief with trend-setting impulses
The last week of January promises further excitement on the global stock markets. This week, none other than the Magnificent Seven will report on the past financial year and provide further forecasts for the future. In terms of figures, things are still relatively dull in Germany. Nevertheless, news that significantly impacts the respective companies' share prices is reported almost daily. In addition to the pharmaceutical giant Bayer, another company had to take a hard knock in court.
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Commented by Stefan Feulner on January 30th, 2024 | 07:15 CET
Bayer, Defence Therapeutics, Morphosys - Biotech sector still on the upswing
The market is currently in an exceptional phase in the biotechnology sector. Following the record year of 2023, the number of M&A transactions continues to increase in the current year. The reason is clear. Many pharmaceutical giants are under pressure due to the expiration of many patents for high-revenue drugs. On the other hand, smaller, innovative companies are trading at attractive valuation levels following the corrections of recent years. In previous transactions, the acquirers paid significantly more than the current market value.
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Commented by Stefan Feulner on January 29th, 2024 | 06:45 CET
The next upward wave is underway - Coinbase, Desert Gold Ventures, Infineon
The opinions of so-called experts vary widely regarding the largest cryptocurrency on the planet. After Bitcoin marked a new interim high of over USD 48,000 at the beginning of the year, disillusionment followed with a correction of 20%. While crash prophets are already predicting the end of decentralized digital currency, for others, such as star manager Cathie Wood, Bitcoin is "one of the most important investments of our lifetime". However, not only cryptocurrencies offer unique opportunities; other asset classes affected by the correction also offer significant potential.
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Commented by Stefan Feulner on January 23rd, 2024 | 06:45 CET
BASF, Manuka Resources, Lynas - Corrections offer long-term opportunities
A "supercycle" is defined as an extended period in which the demand for certain goods exceeds the available supply. In the long term, this leads to a steadily growing supply gap and, thus, to sharply rising prices. In our current situation, where independence from countries like China and Russia is also sought, critical raw materials such as copper, vanadium and rare earth metals will become increasingly scarce over the next few years due to demand resulting from the energy transition. The current correction in these underlying stocks should, therefore, offer a long-term opportunity.
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Commented by Stefan Feulner on January 22nd, 2024 | 07:00 CET
PayPal, Klimat X Developments, Infineon - Innovations with multiplication potential
Anyone who thought that the 2024 stock market year would be somewhat calmer is likely to have quickly changed their opinion after the first three weeks. In addition to high fluctuation ranges, even in the major indices, the announcement of the figures for the 2023 financial year is now on the horizon. Further price swings both north and south are inevitable. One company that disappointed last year could be in for some price fireworks this week.
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Commented by Stefan Feulner on January 16th, 2024 | 07:00 CET
Nel Asa, Altech Advanced Materials, Nordex - Now the analysts speak
Here we go again; the eagerly awaited reporting season began last week. After the major banks initially published their figures, both positive and negative surprises are likely to dominate the markets until mid-February. Several analyst firms have already expressed their forecasts and adjusted their share price targets in advance. The performance of companies in the renewable energy sector is likely to be particularly exciting. High volatility is guaranteed here.
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Commented by Stefan Feulner on January 15th, 2024 | 06:30 CET
Hertz, Saturn Oil + Gas, Occidental Petroleum - Clear signs of a trend reversal
Electromobility, often hailed as the future of transportation, is at the forefront of a global transport revolution. A swansong has already been sung for the traditional combustion engine. However, the fossil fuel-powered vehicle is still by far the best-selling vehicle. Issues with battery-powered vehicles are increasing. In addition to the continuing lack of refueling infrastructure, the purchase prices are simply too high without government subsidies. Additionally, higher repair costs are becoming more prevalent.
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