Comments
Commented by Juliane Zielonka on September 29th, 2023 | 07:00 CEST
Defence Therapeutics, Schott Pharma, Allianz Group: Focus on Innovation, Growth and Portfolio Optimization
According to a recent study, biotech company Defence Therapeutics achieves twice the immune response of conventional mRNA therapies with its Accum® mRNA technology. That translates to fewer side effects and a more effective treatment. According to Precedence Research, the market size for mRNA therapeutics is projected to reach approximately USD 137.59 billion by 2032. It is expected to grow at a CAGR of 13.2% from 2023 to 2032. In order to inject these active ingredients, precision-fit medical vials are required, and Schott Pharma is ensuring this with their IPO launched on the German stock exchange this week, which could bring a valuation of around EUR 4 billion. The Allianz Group, on the other hand, is focusing on consolidation, selling its business in the Middle East and thus flushing around EUR 210 million cash into its coffers.
Read
Commented by Juliane Zielonka on September 28th, 2023 | 09:20 CEST
First Hydrogen, Siemens Energy, PayPal - Innovative growth with hydrogen and its own currency
Global Market Insights forecasts that the parcel delivery vehicle market is expected to reach over USD 210 billion by 2032, driven by the uninterrupted growth of e-commerce. First Hydrogen is a company specializing in sustainable propulsion solutions for such fleet vehicles. Hydrogen-powered vehicles are also currently finding their way onto the streets of India. India is the world's fifth-largest economy and is sending a crucial signal with hydrogen technology. First Hydrogen has positioned itself in a promising market. Siemens Energy is also betting on hydrogen. After the debacle caused by the takeover of the wind energy company Siemens Gamesa, the hydrogen deal with Air Liquide is finally leading to an increase in the share price. At PayPal, the new CEO is a breath of fresh air. The Company is expanding its growth potential in the direction of its own cryptocurrency. Find out what that means for investors here.
Read
Commented by Nico Popp on September 28th, 2023 | 09:05 CEST
Germany - Car Country? The exodus begins: Mercedes-Benz, Volkswagen, First Phosphate
Cars still play a significant role in Germany. Many households have two vehicles, some even more. However, sales of new cars have weakened recently - the question of whether to buy a combustion engine or an electric vehicle, along with inflation, have deterred many buyers. German brand manufacturers are now being attracted to the US. There, they are enticed by subsidies and an intact market. Find out what the latest plans of Mercedes-Benz, Volkswagen, and others entail and which relatively unknown company could benefit.
Read
Commented by André Will-Laudien on September 28th, 2023 | 08:05 CEST
Attention: Extended correction - Buy the right stocks now! Bayer, Viva Gold, TUI, and BASF are on the list!
Higher inflation and rising interest rates - this connection should be clear to investors. The interest rate level in Germany has moved from negative territory to 2.77% in the 10-year range, but stocks continued to rise cheerfully. The party led to all-time highs of 16,528 points in July, but the fundamental situation of the companies deteriorated in parallel. Only after repeated warnings from the US Federal Reserve did the explosive NASDAQ also enter a correction. And it continues. Yesterday, the CEO of US investment bank JPMorgan, Dimon, warned that the world may not be prepared for 7% capital market interest rates. He and Dr. Jens Erhardt, the CEO of the asset management company DJE, warn of stronger setbacks on the stock markets. Some stocks have already undergone a strong correction. Here is a brief overview.
Read
Commented by Stefan Feulner on September 28th, 2023 | 07:40 CEST
Nordex, Power Nickel, Verbio - On the verge of a Breakthrough
Both politics and business are taking significant risks in their efforts to achieve climate goals. Fossil fuels are to be replaced by alternative energy sources as quickly as possible. In turn, the consumption of metallic raw materials is increasing to build renewable, energy-efficient systems. As Western countries increasingly strive to become independent of imports from Russia or China, domestic producers of critical raw materials, in particular, are likely to emerge as long-term winners.
Read
Commented by Fabian Lorenz on September 28th, 2023 | 07:10 CEST
BYD unstoppable. Sell Varta shares? 200% with Almonty Industries?
Electromobility and the energy transition offer numerous investment opportunities along the value chain. Take BYD, for example. The Chinese company is increasingly becoming the e-car market leader. Could they soon even dethrone Tesla? That should make the stock interesting. And what about Varta? The battery manufacturer disappointed investors last year. Is the stock attractive now? Analysts continue to take a critical view of the Company. Almonty Industries is a different story. After the latest half-year figures, the experts at Sphene Capital advise buying. From 2024, sales and profits of the tungsten producer are expected to grow strongly. According to the analysts, the share could triple.
Read
Commented by Armin Schulz on September 27th, 2023 | 09:05 CEST
Nikola, Saturn Oil + Gas, BASF - A Buy in difficult times?
These are challenging times on the stock market. Central banks have not announced the end of interest rate hikes, which is poison for growth companies. In addition, extreme weather conditions are affecting the production of some companies, and there are geopolitical tensions to consider, including the ongoing Ukraine conflict and the simmering dispute between the US and China. Recently, there have also been tensions between China and Germany. Following critical statements by Foreign Minister Baerbock to China's Xi Jinping, the German ambassador was summoned. Energy shortages are becoming increasingly significant for many companies in Germany. Today, we look at three companies suffering from the problems described.
Read
Commented by Stefan Feulner on September 27th, 2023 | 08:30 CEST
AI shares in focus: C3.ai, Norcom, Amazon - Upgrade at any cost
The implementation of generative artificial intelligence on a large scale has the potential to significantly boost the German economy, according to a study by IW Consult, conducted on behalf of Google. In this context, the comprehensive integration of programs such as ChatGPT by at least half of domestic companies could increase economic output by around EUR 330 billion. This value corresponds to almost 10% of the German gross domestic product of the previous year. This is likely to herald a quantum leap for providers of intelligent software.
Read
Commented by André Will-Laudien on September 27th, 2023 | 08:05 CEST
The high-tech gold rush on the Nasdaq is waning: BYD, Manuka Resources, and Infineon remain on the buy list
For those investing in green or high-tech sectors, keeping an eye on the supply chains of raw materials is crucial. After all, in times of geopolitical upheaval, nothing seems more important to the industry than securing its foreign sources of critical resources. The EU and the US have already responded by adding several metals to the list of strategic elements. For the capital markets, too, the fight against global warming has become an issue that cannot be ignored. We focus on successful protagonists that can enhance any portfolio.
Read
Commented by Nico Popp on September 27th, 2023 | 07:10 CEST
Rich as a Sheikh? Here is what's happening: Schott Pharma, BioNTech, Cardiol Therapeutics
High-tech or add-on? When Schott Pharma's shares go public in Frankfurt on Thursday, investors are likely to have a clear opinion. The manufacturer of pharmaceutical packaging may be attracting significant interest precisely because its business model is clearly defined. But what sets Schott apart, and which companies in the pharmaceutical and biotech industry might also become interesting? We provide insights and deliver answers!
Read