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Stefan Feulner

  • E-Commerce
  • Fintech
  • Blockchain
  • AI

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 19th, 2024 | 07:00 CET

Renk, Manuka Resources, and Airbus with explosive news

  • Mining
  • Gold
  • Vanadium
  • Batteries
  • renewableenergies

Germany's leading index, the DAX, managed to surpass the 17,000-point mark significantly this week, reaching a new all-time high at 17,198.50 points. After a weak IPO year in Germany in 2023, in which only three companies dared to go public, the Renk Group set an exclamation mark with a rocket launch. Whether the high level of the DAX can be maintained will also depend on Allianz, Fresenius and Heidelberg Materials, which will publish their figures for the past financial year in the coming week.

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Commented by Stefan Feulner on February 14th, 2024 | 07:15 CET

TUI, Royal Helium, thyssenkrupp nucera - Significant increases create room for improvement

  • Mining
  • Helium
  • renewableenergies
  • travel

The reporting season for the full year 2023 has already passed its peak and is entering its final phase this week. Many companies were able to defy the weakening economic environment, delivering positive surprises in both the publication of the figures for the past financial year and in the forecasts for 2024. Tourism stocks, in particular, which have weakened in recent months, could experience a rebound as a result. Following the correction, analysts also see considerable potential in companies from the renewable energy sector.

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Commented by Stefan Feulner on February 13th, 2024 | 07:15 CET

Nordex, Kraken Energy, Siemens Energy - Energy shares making a comeback

  • Mining
  • Uranium
  • Energy
  • renewableenergies

Whether wind, solar or hydrogen, in recent months, listed companies in the renewable energy sector have almost exclusively undergone a sharp correction. The expectations of market participants at the beginning of the decade for achieving climate goals were too high. Currently, there seems to be an end in sight, with the first fallen angels forming a solid foundation that could lead to a new upward wave. The nuclear energy sector has already started to pick up, with the uranium price reaching a new multi-year high. Further opportunities to participate in the upward trend lie dormant here, particularly in the second tier.

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Commented by Stefan Feulner on February 7th, 2024 | 07:00 CET

Novo Nordisk, Cardiol Therapeutics, Morphosys - Biotechs on a high

  • Biotechnology
  • Pharma
  • Innovations

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

  • Mining
  • RareEarths
  • Electromobility
  • armaments

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

  • Hydrogen
  • renewableenergies
  • Batteries

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

  • Mining
  • Commodities
  • armaments

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

  • Biotechnology
  • Pharma
  • Innovations

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

  • Mining
  • Gold
  • crypto
  • Digitization

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

  • Mining
  • Vanadium
  • RareEarths
  • chemicals

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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